Privacy Policy

Information We Collect

We collect information you voluntarily provide through our contact forms and chat window — including your name, email address, phone number, and any details you share in your message. During an engagement, we may also receive financial documents necessary to prepare your returns, books, or payroll.

How We Use Your Information

Your information is used to respond to your inquiry, provide the services you request, and communicate with you about your engagement. We use contact details to schedule consultations and share updates about your filings.

We Never Sell Your Information

Mary Artz Tax & Business Services does not sell, rent, or trade your personal or financial information to third parties. Information is shared only as necessary to complete your engagement (for example, with taxing authorities as required) or as compelled by law.

Text Messages (SMS) and Consent

When you opt in through the chat window on this site (or check a consent box on a form), you are opting in to receive text messages from Mary Artz Tax & Business Services at the phone number you provided. These messages may include replies to your inquiry, consultation scheduling and reminders, document requests, and updates about your engagement.

Consent to receive text messages is collected only when you actively choose to opt in, and is never a condition of purchasing any service. Message and data rates may apply, and message frequency varies. You can opt out at any time by replying STOP to any message, or reply HELP for assistance. Opting out of text messages does not affect our ability to reach you by phone or email.

We do not share mobile phone numbers or text-messaging consent with third parties or affiliates for their own marketing purposes. Phone numbers are shared only with the messaging providers we use to deliver these messages on our behalf.

Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Data Security

We take reasonable measures to protect the information you share, including secure storage of documents and restricted internal access limited to the team members handling your engagement.

Privacy Questions

For any questions about this policy or how your information is handled, contact us at office@maryartztax.com or (971) 599-2310.