Terms & Policies.

Privacy Policy

Your Privacy Matters
At MitchTaxBook, LLC, we respect and protect your privacy. We understand that your financial information is highly sensitive, and we’re committed to maintaining the highest standards of confidentiality.

Information We Collect
We collect only the necessary personal and financial information required to provide you with excellent bookkeeping and tax services, including:

  • Personal identification information (name, address, phone, email)

  • Financial records (bank statements, receipts, tax documents)

  • Business information relevant to your services

How We Use Your Information
Your information is used exclusively to:

  • Provide the bookkeeping and tax services you’ve requested

  • Communicate with you about your account and services

  • Comply with legal and regulatory requirements

  • Improve our services (in aggregated, non-identifiable ways)

Information Security

  • All client data is stored securely using bank-level encryption

  • Access is restricted to authorized personnel only

  • We use secure, cloud-based platforms with regular security updates

  • Physical documents are stored in locked, fireproof storage

Information Sharing
We never sell, rent, or share your personal information with third parties, except:

  • When required by law or regulation

  • With your explicit written consent

  • With trusted service providers bound by confidentiality agreements (such as secure cloud storage providers)

Terms of Service

Terns of Service
By using this website or engaging our services, you agree to the following terms and conditions.

Service Agreement

  • Services are provided on a contractual basis with clearly defined scope and pricing

  • Clients must provide timely submission of required documents and information

  • Payment is due before services are rendered unless otherwise arranged in writing

  • Monthly services require 30-day written notice for cancellation

Client Responsibilities

  • Provide accurate and complete financial information

  • Submit documents in a timely manner

  • Review completed work and provide feedback within agreed timeframes

  • Maintain organized records as recommended

Limitation of Liability
MitchTaxBook, LLC provides services with professional care but cannot guarantee specific outcomes. Our liability is limited to the fees paid for the specific service in question.

Dispute Resolution
Any disputes will be revised through good-faith negotiation. If necessary, disputes will be handled through binding arbitration in accordance of the laws of [Your State].

Disclaimer

Important Disclaimers

Professional Limitations

MitchTaxBook, LLC is not a Certified Public Accounting (CPA) firm, legal advisor, or licensed financial advisor. We do not offer payroll services, investment advice, or legal counsel.

Service Scope

All services provided are for informational and general accounting purposes only. While we strive for accuracy, clients are ultimately responsible for the accuracy of their financial records and tax filings.

Professional Consultation

For complex legal, financial planning, or investment decisions, please consult appropriately licensed professionals. We're happy to provide referrals when needed.

Regulatory Compliance

Tax laws and regulations change frequently. While we stay current with common changes, clients should verify current requirements for their specific situations.

No Guarantee

We cannot guarantee specific tax outcomes, audit protection, or financial results. Our role is to provide accurate record-keeping and preparation services based on the information provided.

Last Updated: 07/09/2025

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