Privacy Policy

My Books and Taxes, operated by ATS Bookkeeping and Tax Services Inc., respects your privacy. This policy explains how information submitted through this website may be handled.

Information we receive

When you contact us or request a client-portal invitation, you may provide your name, email address, telephone number, and information about the service you are seeking. Please do not send Social Security numbers, tax documents, banking information, or other sensitive records by ordinary email or through a general website inquiry.

How information is used

We use inquiry information to respond to you, evaluate whether our services may be appropriate, create a requested portal invitation, and communicate about possible or existing services. We do not sell personal information.

Third-party services

This website links to third-party platforms, including TaxDome and scheduling services. Information submitted directly to those services is governed by their own privacy and security policies.

Tax-client information

Information received from tax clients is also subject to applicable professional duties and federal restrictions on the use and disclosure of tax-return information. Sensitive documents should be exchanged through the secure client portal.

Security and retention

We use reasonable administrative and technical measures appropriate to the information we maintain. No electronic transmission or storage method can be guaranteed completely secure. Information is retained as reasonably necessary for business, legal, and professional obligations.

Your questions

For privacy questions or requests concerning information you submitted through this website, email admin@mybooksntaxes.com.