Written security plan
We maintain a written information security plan covering how client data is stored, accessed, transmitted and disposed of, and we review it regularly.
Privacy & data security
Privacy Policy.
How MS Accounting – Tax Solutions collects, uses and protects your information. Effective October 7, 2026.
Data security
How we protect your data.
Client financial and tax information is among the most sensitive data a business holds. We treat it that way, following the FTC Safeguards Rule and IRS guidance for tax professionals.
Encryption and access control
Data is transmitted over encrypted connections and stored on secure, access-controlled systems. Only staff who need client information to do their work can access it.
Secure document exchange
Sensitive documents are shared through a secure portal or encrypted upload link, never by regular email or website forms.
Multi-factor authentication
Accounts that hold client data are protected with strong passwords and multi-factor authentication where available.
Trusted providers
We use established accounting, payroll and storage platforms with their own security controls, and we limit what each provider can access.
Incident response
If a security incident ever affects your information, we will notify you and the appropriate authorities as required by law.
Information you give us through this website. When you request a consultation, book an appointment, use the chat, submit a review or apply for a job, we collect the details you enter, such as your name, email address, phone number, business name, meeting preferences and your message.
Information you give us as a client. To provide accounting, tax and payroll services, we receive financial records, tax documents, identification and other information you share with us under your engagement letter.
Technical information. Our hosting provider records basic server logs, such as IP address, browser type and pages visited, to keep the website secure and running. This website does not use advertising or tracking cookies. Fonts are loaded from Google Fonts, and third-party tools we use for scheduling or chat may set their own cookies under their own privacy policies.
- To respond to youAnswering inquiries, scheduling appointments and following up within 12–24 hours.
- To provide our servicesPreparing returns, keeping books, running payroll, producing reports and advising you.
- To meet legal obligationsRecordkeeping and compliance requirements that apply to accounting and tax professionals.
- To improve our serviceUnderstanding which questions clients ask most, using feedback and reviews you choose to share.
Tax return information. We do not use or disclose tax return information for any purpose other than preparing and filing your return, except with your written consent or as otherwise permitted by law, including Section 7216 of the Internal Revenue Code.
We publish reviews only with the reviewer's permission, using their first name or initials and the business details they agree to share.
We do not sell or rent your personal information. We share it only:
- With service providersSuch as our website host, email provider, scheduling, chat, accounting, payroll and document-sharing platforms, only as needed to provide our services.
- With government agenciesWhen filing returns and forms on your behalf, or when required by law.
- With your permissionFor example, with your lender, attorney or financial advisor when you ask us to.
We keep website inquiries only as long as needed to respond and follow up. Client records are kept for the period required by professional and legal recordkeeping rules, then securely deleted or destroyed.
You may ask us to access, correct or delete the personal information we hold about you, subject to the records we are legally required to keep. You may also ask us to stop contacting you at any time.
Please do not send Social Security numbers, bank account numbers or tax documents through website forms, chat or regular email. We will provide a secure method.
This website is intended for adults and businesses. We do not knowingly collect information from children under 13 through this website.
We may update this policy from time to time. The effective date at the top of this page shows when it was last changed.
Questions about privacy or data security? Contact us at info@msaccountingtaxsolutions.com or (331) 305-8488.