Privacy Policy

We collect information you provide directly to us when you request a consultation, create a client portal account, or engage our services. This may include your name, email address, phone number, mailing address, and the financial and tax documents you upload or share with us.

When you submit a consultation request or sign up for a client portal account, you consent to receiving calls, text messages, and emails from 4MBA Taxes & Accounting Services regarding your account and your request for information. You may reply STOP to any text message to opt out at any time.

We use the information we collect to prepare your tax returns, provide accounting and bookkeeping services, communicate with you about your account, schedule appointments, send reminders and updates, and respond to your inquiries.

We may also use aggregated, de-identified information that cannot reasonably be used to identify you for analytical and operational purposes.

We do not sell your personal information. We may share your information with trusted service providers who assist us in operating our practice (such as tax software providers and secure document storage), and who are bound by confidentiality obligations.

We may disclose information when required by law, court order, or regulation, or to protect our rights, your safety, or the safety of others. Tax return information is also subject to IRS Section 7216 and related confidentiality rules.

We take reasonable administrative, technical, and physical safeguards designed to protect your personal and financial information against unauthorized access, alteration, disclosure, or destruction. Documents you download through the client portal are generated and stored locally on your device.

No method of transmission over the internet or electronic storage is completely secure, however, and we cannot guarantee absolute security.

You have the right to request access to, correction of, or deletion of your personal information. You may also opt out of receiving marketing or promotional communications at any time by following the unsubscribe link in our emails or by contacting us directly.

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and the right to request its deletion.

We retain your tax and financial records for the period required by law and professional standards, typically a minimum of three to seven years from the date of filing, after which we securely destroy or return your records.

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us so we can delete it.

We may update this Privacy Policy from time to time. When we do, we will revise the "last updated" date at the top of this page. We encourage you to review this page periodically to stay informed of any changes.

If you have questions about this Privacy Policy or our data practices, please contact us at TaxDocs@FourMBA.com or (310) 654-7115, or by mail at our Gardena, CA or Canoga Park, CA offices.