LEGAL & PRIVACY
Privacy Policy
Your privacy, financial information, and trust matter to us. This Privacy Policy explains how MBM Service Group LLC collects, uses, protects, and manages information.
Effective Date: August 26, 2026
Last Updated: August 26, 2026
Our Commitment to Privacy
MBM Service Group LLC (“MBM,” “we,” “us,” or “our”) respects your privacy and is committed to protecting personal, financial, business, tax, credit, and other information entrusted to us.
Table of Contents
- Scope of This Policy
- Information We Collect
- Sensitive Personal & Financial Information
- Taxpayer & Tax Return Information
- Credit Information
- How We Use Information
- Cookies & Tracking Technologies
- Analytics & Advertising Technologies
- Payments
- Secure Client Portal
- How We Disclose Information
- We Do Not Sell Personal or Tax Information
- Service Providers
- Data Security & Cybersecurity
- Data Retention & Secure Disposal
- Marketing Communications
- Privacy Rights & Choices
- U.S. State Privacy Rights
- International Visitors
- Children & Age Restrictions
- Security Incidents
- Third-Party Websites
- Changes to This Privacy Policy
1. Scope of This Policy
This Privacy Policy describes how MBM Service Group LLC may collect, use, disclose, retain, and protect information when you visit our website, communicate with us, submit a form, schedule a consultation, make a payment, use our Secure Client Portal, or obtain services from MBM.
MBM Service Group LLC is based in Sarasota, Florida, United States.
Our services may include tax preparation, accounting and bookkeeping, payroll services, business advisory, business formation, personal credit services, business credit services, and related professional services.
Certain professional services may be governed by additional engagement letters, service agreements, privacy notices, disclosures, authorizations, or legally required consent forms.
2. Information We Collect
The information we collect depends on how you interact with MBM and which services you request.
Contact Information
- Name
- Email address
- Telephone number
- Mailing address
- Business name
- Preferred communication method
- Information voluntarily provided through forms or communications
Business Information
We may collect information regarding business ownership, business structure, operations, employees, contractors, accounting records, payroll needs, tax matters, financial performance, and other information necessary to provide requested business services.
Technical Information
When you interact with our website, certain technical information may be collected automatically, including:
- IP address
- Browser type
- Device type
- Operating system
- Approximate geographic location
- Pages visited
- Referral source
- Date and time of access
- Website interactions
- Cookie and similar technology identifiers
3. Sensitive Personal & Financial Information
When necessary to perform professional services, MBM may receive sensitive information including:
- Social Security numbers
- Employer Identification Numbers
- W-2 and 1099 forms
- Tax returns and tax records
- Income and expense information
- Financial statements
- Accounting records
- Payroll information
- Banking information
- Credit reports and credit-related information
- Identity verification documents
Sensitive Document Notice
Please do not submit Social Security numbers, complete tax returns, W-2s, 1099s, credit reports, banking credentials, payment card numbers, or other highly sensitive financial information through MBM’s general contact forms or ordinary email. Clients should use MBM’s designated Secure Client Portal or another secure transmission method specifically authorized by MBM.
4. Taxpayer & Tax Return Information
MBM Service Group LLC does not sell, rent, market, or commercially distribute taxpayer return information.
Tax return information received in connection with tax preparation services is handled in accordance with applicable federal requirements, including Internal Revenue Code Section 7216 and applicable Treasury Regulations.
Where applicable law requires taxpayer consent before tax return information may be used or disclosed for a particular purpose, MBM will obtain the required consent separately.
Acceptance of this Privacy Policy, acceptance of our Terms & Conditions, submission of a general website form, scheduling a consultation, or selecting website cookie preferences does not constitute taxpayer consent under Internal Revenue Code Section 7216 when separate consent is required by law.
MBM does not use protected tax return information to market unrelated services where such use would require authorization that has not been obtained.
5. Credit Information
When a client requests personal or business credit services, MBM may receive information relating to credit reports, credit accounts, payment history, business credit profiles, creditor information, or other information reasonably necessary to perform authorized credit-related services.
Credit information is used only for legitimate, authorized business purposes and in connection with services requested or authorized by the client, subject to applicable law.
6. How We Use Information
MBM may use information to:
- Respond to inquiries
- Schedule consultations
- Provide requested professional services
- Manage client relationships
- Prepare tax returns when engaged to do so
- Perform accounting and bookkeeping services
- Provide payroll services
- Provide business advisory services
- Assist with business formation services
- Provide authorized personal or business credit services
- Process and administer payments
- Communicate regarding services
- Maintain appropriate business and regulatory records
- Protect our website, systems, clients, and business
- Detect and prevent fraud or unauthorized activity
- Improve our website and services
- Analyze website performance
- Comply with legal and regulatory requirements
7. Cookies & Tracking Technologies
Our website may use cookies, pixels, tags, local storage, and similar technologies.
These technologies may be categorized as:
Analytics
Functional
Advertising / Marketing
Where applicable, visitors may be offered controls such as Accept All, Reject Non-Essential, and Manage Preferences.
Additional information about cookies and similar technologies is provided in our Cookie Policy.
8. Analytics & Advertising Technologies
Depending on our website configuration, MBM may use technologies and services such as Google Analytics, Google Tag Manager, Google Ads, Meta Pixel, and similar tools.
These services may process technical information such as device identifiers, IP-related information, browsing activity, interactions with advertisements, referral information, and website activity.
Where required or implemented, non-essential analytics and advertising technologies may be controlled through our consent management system and privacy preferences.
9. Payments
Electronic payments may be processed by authorized third-party payment processors, such as Stripe or other payment service providers selected by MBM.
MBM no tiene la intención de almacenar números de tarjetas de pago completos a través de su infraestructura general de sitio web cuando la información de pago es procesada directamente por un procesador de pagos autorizado.
10. Portal Seguro para Clientes
MBM puede proporcionar a los clientes acceso a un Portal Seguro para Clientes aprobado para transmitir, recibir, almacenar o administrar documentos e información confidenciales.
Los clientes deben usar el Portal Seguro para Clientes para documentos que contengan información fiscal, de identidad, financiera, de nómina, bancaria o crediticia confidencial.
El Portal Seguro para Clientes o partes de su infraestructura de soporte pueden ser operados por proveedores de tecnología externos autorizados.
11. Cómo Divulgamos la Información
MBM no divulga la información del cliente de manera indiscriminada. La información puede ser divulgada cuando sea razonablemente necesario para:
- Proporcionar servicios solicitados o autorizados por un cliente
- Operar nuestra infraestructura de negocios y tecnología
- Procesar pagos autorizados
- Trabajar con proveedores de servicios autorizados
- Proteger contra fraude, amenazas de ciberseguridad o uso indebido
- Cumplir con las obligaciones legales o regulatorias aplicables
- Responder a procesos legales válidos cuando sea requerido por la ley
- Proteger los derechos, la seguridad y la propiedad de MBM o de terceros
La información de la declaración de impuestos sigue sujeta a restricciones adicionales descritas en la sección Información del Contribuyente y de la Declaración de Impuestos de esta Política.
12. No Vendemos Información Personal o Fiscal
MBM no vende información personal a cambio de una contraprestación monetaria.
No vendemos información de contribuyentes, declaraciones de impuestos, números de Seguro Social, registros financieros, informes de crédito, información bancaria o información confidencial de servicios profesionales.
Ciertas tecnologías de análisis o publicidad pueden implicar el procesamiento o la divulgación de datos que se caracterizan de manera diferente según las leyes de privacidad particulares. Cuando corresponda, MBM proporcionará las opciones o controles de privacidad legalmente requeridos.
13. Proveedores de Servicios
MBM puede contratar proveedores externos autorizados para:
- Alojamiento de sitios web
- Servicios de portal seguro para clientes
- Infraestructura en la nube
- Correo electrónico y comunicaciones
- Gestión de relaciones con clientes
- Programación
- Procesamiento de pagos
- Software de contabilidad y profesional
- Analytics
- Advertising
- Cybersecurity and fraud prevention
Our technology environment may include providers such as Hostinger, WordPress-related services, Google services, Stripe, scheduling providers, and other authorized vendors used in our operations.
14. Data Security & Cybersecurity
MBM maintains administrative, technical, and physical safeguards designed to protect personal and customer information against unauthorized access, use, alteration, disclosure, loss, or destruction.
Depending on the system and information involved, safeguards may include:
- Access controls
- Multi-factor authentication
- Encryption where appropriate
- Secure client portals
- Restricted access to sensitive information
- Security monitoring
- Backup and recovery procedures
- Information security policies and procedures
- Service-provider security controls
Access to sensitive information is restricted to authorized persons and service providers who require appropriate access for legitimate business purposes.
Security Notice
No website, electronic transmission, network, storage system, or online service can be guaranteed to be completely secure against every possible cyberattack, security incident, or unauthorized access. MBM maintains and evaluates safeguards designed to reduce these risks consistent with applicable requirements.
15. Data Retention & Secure Disposal
MBM retains information for periods reasonably necessary to provide services and satisfy applicable business, professional, tax, accounting, contractual, regulatory, security, and legal obligations.
Retention periods may differ depending on the information and service involved.
Information no longer required will be handled in accordance with applicable retention and secure-disposal procedures.
16. Marketing Communications
With appropriate permission, MBM may send educational, informational, promotional, or marketing communications regarding our services.
Where appropriate or required, marketing consent will be separate from consent necessary to receive professional services.
Recipients may unsubscribe from marketing emails using the unsubscribe mechanism contained in the communication or by contacting MBM.
Marketing consent does not authorize MBM to use protected tax return information in a manner prohibited by applicable federal law.
17. Privacy Rights & Choices
Depending on applicable law and your jurisdiction, you may have rights concerning your personal information, which may include the ability to:
- Request access to certain personal information
- Solicitar corrección de información inexacta
- Solicitar eliminación en ciertas circunstancias
- Obtener información sobre ciertas actividades de procesamiento
- Rechazar ciertas formas de publicidad o procesamiento de datos
- Retirar el consentimiento cuando el procesamiento se basa en el consentimiento
Los derechos de privacidad no son absolutos y pueden estar sujetos a excepciones para la conservación de registros profesionales, requisitos fiscales, obligaciones regulatorias, prevención de fraudes, reclamaciones legales, seguridad u otros requisitos aplicables.
18. Derechos de privacidad de los estados de EE. UU.
Los residentes de ciertos estados de EE. UU. pueden tener derechos de privacidad adicionales según las leyes de privacidad estatales aplicables.
Cuando una ley de privacidad estatal se aplica a MBM y a una actividad de procesamiento particular, MBM procesará las solicitudes de privacidad aplicables y proporcionará las opciones aplicables de acuerdo con esa ley.
MBM puede necesitar verificar la identidad y la autoridad de una persona que presenta una solicitud de privacidad antes de cumplirla.
19. Visitantes Internacionales
MBM tiene su sede en los Estados Unidos.
Las personas ubicadas fuera de los Estados Unidos pueden contactar a MBM con respecto a asuntos fiscales, contables, comerciales, crediticios u otros asuntos profesionales aplicables en EE. UU.
La información enviada desde fuera de los Estados Unidos puede procesarse en los Estados Unidos o en otras jurisdicciones donde operan proveedores de servicios autorizados, sujeta a los requisitos aplicables.
20. Niños y Restricciones de Edad
El sitio web y los servicios profesionales en línea de MBM están destinados a adultos de 18 años o más.
No solicitamos a sabiendas información personal a través de este sitio web de niños menores de 18 años para el uso independiente de nuestros servicios.
21. Incidentes de Seguridad
Si MBM se entera de un incidente de seguridad que involucre información protegida, MBM evaluará el incidente y tomará las medidas apropiadas de acuerdo con la ley aplicable, las obligaciones contractuales y sus procedimientos de seguridad de la información.
Cuando la notificación a las personas afectadas, reguladores, fuerzas del orden, proveedores de servicios u otras partes sea legalmente requerida, MBM seguirá los requisitos de notificación aplicables.
22. Sitios web de terceros
Nuestro sitio web puede contener enlaces a sitios web, plataformas, servicios o recursos operados por terceros.
MBM no es responsable de las prácticas independientes de privacidad, seguridad o manejo de información de terceros. Los visitantes deben revisar las políticas de privacidad y los términos de esos servicios.
23. Cambios a esta Política de Privacidad
MBM puede actualizar esta Política de Privacidad periódicamente para reflejar cambios en nuestros servicios, tecnologías, prácticas comerciales, requisitos legales o prácticas de privacidad.
La versión actual se publicará en esta página con una fecha de "Última actualización" actualizada.
Cuando sea apropiado o legalmente requerido, los cambios materiales pueden comunicarse a través de métodos adicionales.
Esta Política de Privacidad describe las prácticas de privacidad de MBM y no pretende reemplazar ninguna divulgación, autorización, consentimiento, acuerdo de compromiso u otro documento separado requerido para un servicio profesional en particular o según la ley aplicable.