PRIVACY POLICY
Maven Tax Services
Last Updated: February 9th, 2026
Maven Tax Services ("we," "us," or "our") operates maventax.com (the "Site") and provides tax planning, preparation services, and related advisory services to U.S.-based clients. This Privacy Policy explains how we collect, use, disclose, and protect your personal information.
By using our Site or services, you agree to the collection and use of information in accordance with this policy.
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1. INFORMATION WE COLLECT
We collect the following types of information:
A. Information You Provide Directly
- Name and contact information (email address, phone number, mailing address)
- Tax identification information (SSN, EIN)
- Financial data (income records, tax returns, bank statements, platform earnings data, expense records)
- Payment information (processed through Stripe; we do not store credit card details)
- Business information (business structure, state of operation, industry details)
B. Information Collected Automatically
- Website usage data (pages visited, time spent, browser type)
- IP address and device information
- Cookies and similar tracking technologies (Google Analytics)
C. Information From Third Parties
- Payment processing information from Stripe
- Platform income data you authorize us to access (if applicable)
- Prior tax returns prepared by other professionals (if provided)
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2. HOW WE USE YOUR INFORMATION
We use your information to:
- Provide tax planning and preparation services (including Tax Clarity Snapshot and other services)
- Facilitate CPA review and preparation of tax estimates or returns
- Process payments and send receipts
- Communicate with you about your services
- Send service-related updates and deliverables
- Improve our website and services
- Comply with legal obligations (tax regulations, IRS requirements, payment processing requirements)
- Respond to your inquiries and support requests
- Send occasional service announcements (you may opt out of non-essential communications)
We do NOT:
- Sell your personal information to third parties
- Use your data for unrelated marketing purposes without consent
- Share your tax information outside of service delivery
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3. HOW WE SHARE YOUR INFORMATION
We share your information only in these circumstances:
A. With Service Providers
- Licensed CPAs who review tax estimates or prepare returns (under strict confidentiality agreements)
- Payment processors (Stripe) to complete transactions
- Secure file storage and transmission providers (for document uploads and delivery)
- Email service providers (for service communications)
- Professional tax software providers (for calculations and preparation)
B. For Legal Compliance
- When required by law, subpoena, court order, or IRS summons
- To protect our legal rights or prevent fraud
- To comply with tax reporting obligations
- In connection with a business transfer, merger, or acquisition
C. With Your Consent
- When you explicitly authorize us to share information with third parties (e.g., financial advisors, other professionals)
We do NOT share your information with:
- Marketing companies or advertisers
- Data brokers
- Social media platforms (unless you consent)
- Unauthorized third parties
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4. HOW WE PROTECT YOUR INFORMATION
We implement security measures including:
- SSL encryption for all data transmission
- Secure, password-protected client portals
- Limited employee and contractor access to sensitive data
- Regular security audits and updates
- CPA confidentiality agreements and professional ethics obligations
- Secure disposal of physical documents
- Multi-factor authentication for sensitive systems
However, no method of electronic storage or transmission is 100% secure. While we use industry-standard security measures, we cannot guarantee absolute security.
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5. DATA RETENTION
We retain your information according to legal requirements and business needs:
- Tax returns and preparation work: 7 years (IRS requirement)
- Tax planning documents and estimates: 7 years (accounting best practice)
- Payment records: 7 years (accounting requirement)
- Communication records: 3 years
- Website analytics: 26 months (Google Analytics default)
- Client files: Duration of relationship plus 7 years
You may request deletion of your data by emailing contact@maventax.com.
Note: We may be legally required to retain certain tax-related information even after you request deletion. We will inform you of any information we cannot delete due to legal obligations.
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6. YOUR RIGHTS
You have the right to:
- Access your personal information we hold
- Request correction of inaccurate information
- Request deletion of your data (subject to legal retention requirements)
- Opt out of marketing communications
- Withdraw consent for optional data processing
- Request a copy of your data in portable format
- Restrict certain processing of your information
To exercise these rights, email: contact@maventax.com
We will respond to your request within 30 days.
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7. COOKIES AND TRACKING
We use cookies for:
- Website functionality (session management, user preferences)
- Analytics (Google Analytics to understand site usage and improve experience)
- Security (fraud prevention, account protection)
You can disable cookies in your browser settings, but some Site features may not function properly.
Third-party services we use:
- Google Analytics (website analytics)
- Stripe (payment processing)
These services have their own privacy policies. We encourage you to review them.
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8. THIRD-PARTY LINKS
Our Site may contain links to third-party websites (e.g., payment portals, resource sites, professional organizations). We are not responsible for their privacy practices. Review their privacy policies before providing any information.
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9. CHILDREN'S PRIVACY
Our services are intended for adults (18+) and business owners. We do not knowingly collect information from individuals under 18. If we learn we have collected data from a minor, we will delete it promptly.
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10. CALIFORNIA RESIDENTS (CCPA)
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):
- Right to know what personal information we collect, use, and share
- Right to delete personal information (subject to legal exceptions)
- Right to opt out of sale of personal information (we do not sell information)
- Right to non-discrimination for exercising your rights
To exercise these rights, email contact@maventax.com with "CCPA Request" in the subject line.
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11. CHANGES TO THIS POLICY
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or business operations.
Changes will be posted on this page with an updated "Last Updated" date. For material changes, we will notify you via email (if we have your email address) or prominent notice on the Site.
Continued use of our services after changes constitutes acceptance of the updated Privacy Policy.
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12. CONTACT US
If you have questions about this Privacy Policy or how we handle your personal information, contact:
Maven Tax Services
Snellville, Georgia
Email: support@maventaxservices.com
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CONSENT
By using Maven Tax Services, you consent to this Privacy Policy and our data practices as described herein.