Mz LadyDee Taxes

Effective Date: January 18, 2026

Mz LadyDee Taxes (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, communicate with us, or use our tax preparation and related services.

By using our website or services, you consent to the practices described in this Privacy Policy.

We may collect the following types of information:

• Full name
   
• Mailing address
   
• Email address
   
• Phone number
   
• Date of birth
   
• Social Security Number or ITIN
   
• Driver’s license or government-issued ID
   

• Income information (W-2s, 1099s, business income, etc.)
   
• Bank account and routing numbers (for refunds or payments)
   
• Prior-year tax information
   
• IRS and state tax documents
   

• IP address
   
• Browser type
   
• Device information
   
• Messages, emails, texts, or form submissions sent to us
   

Your information is used strictly for legitimate business purposes, including:

• Preparing and filing federal and state tax returns
   
• Verifying identity and preventing fraud
   
• Communicating with you regarding your tax services
   
• Processing payments for services rendered
   
• Complying with IRS, state, and legal requirements
   
• Maintaining accurate business and tax records
   

We do not sell, rent, or trade your personal information to third parties.

Your information may be shared only when necessary, including:

• With the IRS and state tax authorities for filing purposes
   
• With authorized payment processors to process payments
   
• When required by law, subpoena, court order, or government request
   
• To protect our legal rights, business interests, or comply with legal obligations
   

All third parties are required to maintain confidentiality and data security.

Mz LadyDee Taxes takes reasonable and appropriate measures to protect your information, including:

• Secure electronic storage systems
   
• Password-protected files and platforms
   
• Limited access to sensitive information
   
• Secure transmission methods when applicable
   

While no system is 100% secure, we take data protection seriously and follow industry best practices to reduce risk.

Clients are responsible for:

• Providing accurate and complete information
   
• Protecting their own login credentials and devices
   
• Notifying us immediately of any suspected unauthorized access or data breach
   

We retain client information only as long as necessary to:

• Comply with IRS and state retention requirements
   
• Resolve disputes
   
• Enforce agreements
   
• Meet legal and regulatory obligations
   

After retention periods expire, information is securely destroyed.

By communicating with us electronically or by text, you acknowledge and accept the risks associated with electronic communication. While we strive to protect your data, we cannot guarantee absolute security of electronic transmissions.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. Please review their privacy policies independently.

Our services are not directed to individuals under the age of 18. We do not knowingly collect information from minors without legal authorization.

Mz LadyDee Taxes reserves the right to update or modify this Privacy Policy at any time. Changes will be posted on our website with an updated effective date. Continued use of our services constitutes acceptance of the revised policy.

If you have questions or concerns regarding this Privacy Policy or how your information is handled, please contact us:

Mz LadyDee Taxes
Owner: Mz LadyDee
Website: www.mzladydeetaxes.com