Privacy Policy | Taxes Y Mas

Last Updated: 08/21/2026

Taxes y Mas (“Taxes y Mas,” “we,” “us,” or “our”) respects the privacy and confidentiality of our clients and is committed to protecting personal, financial, and tax information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, contact our office, use our services, communicate with us by telephone, email, or text message, or otherwise interact with Taxes y Mas.

By using our website or providing information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

Depending on the services you request, we may collect personal and business information, including:

Full name and legal name
Mailing and physical address
Telephone and mobile phone numbers
Email address
Social Security number or Individual Taxpayer Identification Number (ITIN)
Employer Identification Number (EIN)
Date of birth
Identification information
Tax return information
W-2, 1099, K-1, and other tax documents
Income and employment information
Bank account and financial information
Business records and accounting information
Payroll information
Information regarding dependents
Information necessary to prepare tax returns or provide accounting services
Information provided through our website, contact forms, client portals, or other electronic systems
Communications and correspondence between you and our office
Information necessary to verify your identity and comply with applicable laws and professional requirements

We may also automatically collect limited technical information when you visit our website, such as IP address, browser type, device information, pages visited, and general website usage information.

2. How We Use Your Information

We use personal and financial information only as reasonably necessary to provide, administer, and improve our services.

This may include:

Preparing and filing federal, state, and local tax returns
Providing accounting and bookkeeping services
Providing payroll services
Preparing tax forms and reports
Communicating with you regarding your tax or accounting matters
Responding to questions and requests
Scheduling appointments
Providing reminders and notifications
Processing payments
Verifying identity and preventing fraud
Communicating with government agencies when authorized or required
Providing services through authorized third-party service providers
Maintaining business and tax records
Meeting legal, regulatory, professional, and security obligations

We do not sell your personal information.

3. Taxpayer and Financial Information

Because Taxes y Mas provides tax preparation and accounting services, we may receive highly sensitive taxpayer and financial information.

We treat taxpayer information as confidential and restrict access to individuals who have a legitimate business need to access that information for purposes of providing services, complying with legal obligations, or maintaining our systems.

We do not use or disclose taxpayer information for purposes unrelated to providing our services except as permitted or required by applicable law.

Tax professionals are required to take appropriate steps to protect taxpayer information. Our office maintains security procedures designed to protect client information from unauthorized access, disclosure, alteration, or destruction.

4. Disclosure of Information

We may disclose personal, tax, and financial information when necessary to provide our services or when permitted or required by law.

Examples may include disclosures to:

The Internal Revenue Service (IRS)
State and local tax authorities
Authorized government agencies
Financial institutions when necessary to complete an authorized transaction
Payroll processors
Tax preparation and accounting software providers
Electronic filing providers
Secure document and client portal providers
Payment processors
Information technology and cybersecurity service providers
Other service providers working on our behalf

We require service providers that have access to client information to maintain appropriate safeguards for that information.

We may also disclose information when required by law, subpoena, court order, government request, or other legal process, or when necessary to protect our rights, clients, employees, systems, or property.

5. Information We Do Not Sell

Taxes y Mas does not sell, rent, or trade your personal information, taxpayer information, Social Security number, financial information, or mobile telephone number to third parties for their own marketing purposes.

We do not use confidential taxpayer information to create unrelated advertising profiles.

6. SMS / Text Messaging

If you provide your mobile telephone number and consent to receive text messages from Taxes y Mas, we may send you text messages related to your relationship with our office.

Depending on the services you use, text messages may include:

Appointment reminders
Requests for documents or information
Notifications regarding the status of your tax or accounting services
Reminders regarding deadlines
Payment or account reminders
General office communications
Responses to messages you send to our office
Other service-related communications

SMS Consent

By providing your mobile telephone number and affirmatively opting in to receive SMS messages from Taxes y Mas, you consent to receive text messages from us at the number provided.

Message frequency may vary. Message and data rates may apply.

Your consent to receive SMS messages is not a condition of purchasing services from Taxes y Mas.

You may opt out of SMS communications at any time by replying: STOP

After you send “STOP,” we may send one final message confirming that you have been unsubscribed. You will no longer receive SMS messages from us unless you later provide consent to receive them again.

You may also reply HELP for assistance or contact our office directly using the contact information provided on our website.

SMS Privacy

We do not sell or share your mobile telephone number or SMS opt-in information with third parties for their own marketing or promotional purposes.

SMS communications may be processed through third-party telecommunications, messaging, client-management, or software providers that assist us in delivering messages. Those providers may process your telephone number and message information solely as necessary to provide services to our office.

7. Important Security Warning Regarding Text Messages

Although we take reasonable measures to protect client information, ordinary SMS/text messaging is not the same as an encrypted client portal.

For your protection, do not send Social Security numbers, passwords, bank account numbers, credit card information, tax returns, or other highly sensitive documents through ordinary text messages unless our office specifically instructs you to do so through an approved secure method.

When sensitive documents need to be exchanged electronically, we may provide a secure client portal or other secure document-transfer method.

8. Email and Electronic Communications

Email and electronic communications may not always be completely secure.

When appropriate, we may use secure portals, encrypted communications, password-protected documents, or other security measures to transmit sensitive information.

Clients should verify that they are communicating with an authorized Taxes y Mas representative before providing sensitive information.

We will not knowingly request passwords, security codes, or other authentication credentials through unsolicited communications.

9. Cookies and Website Information

Our website may use cookies, analytics tools, or similar technologies to operate the website, improve functionality, understand website usage, and improve our services.

These technologies may collect information such as:

IP address
Browser type
Device type
Pages visited
Date and time of visits
Referring website
General website activity

You may be able to control cookies through your browser settings. Disabling certain cookies may affect website functionality.

10. Third-Party Websites and Services

Our website or communications may contain links to third-party websites or services.

Taxes y Mas is not responsible for the privacy practices, security, content, or policies of third-party websites.

We encourage you to review the privacy policies of any third-party website or service before providing personal information.

11. Data Security

Taxes y Mas maintains administrative, technical, and physical safeguards designed to protect client information.

Our safeguards may include:

Access controls
Password protections
Multi-factor authentication where available
Secure software systems
Secure document storage
Employee confidentiality requirements
Malware and security protections
Secure disposal of confidential records
Procedures designed to detect and respond to unauthorized access
Limiting access to information based on business need

No method of transmitting or storing information can be guaranteed to be completely secure. However, we take reasonable measures appropriate to the sensitivity of the information we maintain.

12. Retention of Information

We retain client information for as long as reasonably necessary to provide services, maintain required tax and business records, comply with applicable laws and professional requirements, resolve disputes, and protect our legal rights.

When information is no longer required, we may securely dispose of it in accordance with our record-retention and information-security procedures.

13. Former Clients

Our privacy and confidentiality practices continue to apply to information belonging to former clients to the extent required by applicable law and professional obligations.

14. Children's Information

Our services are generally directed toward adults and businesses.

We do not knowingly collect personal information from children for independent use of our services without appropriate authorization.

15. Your Choices

You may contact our office to:

Request information about how your information is used
Update inaccurate contact information
Request that we correct information that is inaccurate
Opt out of non-essential communications
Opt out of SMS communications by replying STOP
Ask questions about our privacy and security practices

Certain information may need to be retained to comply with legal, tax, regulatory, or professional requirements.

16. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or privacy practices.

When we make changes, we will update the “Last Updated” date at the top of this Privacy Policy.

We encourage you to periodically review this Privacy Policy for the most current information.

17. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Taxes y Mas

Pasco: 202 N 3rd Ave, Pasco, WA 99301, USA

Yakima: 711 N 1st St, Yakima, Wa 99301, USA

Toppenish: 12 S Toppenish Ave, Toppenish, WA 98948

Grandview: 121 W 2nd St, Grandview, WA 98930

Phone: (509) 416-2271
Email: Info@taxesymas.com

SMS CONSENT ACKNOWLEDGMENT

By providing my mobile telephone number and checking the SMS consent box, signing a client agreement containing SMS consent, or otherwise affirmatively opting in, I authorize Taxes y Mas to send me text messages concerning my tax, accounting, payroll, appointment, payment, and other services-related communications.

I understand that:

Message frequency may vary.
Message and data rates may apply.
I may opt out at any time by replying STOP.
I may reply HELP for assistance.
Consent to receive SMS messages is not a condition of purchasing services.
Taxes y Mas does not sell my mobile number or SMS opt-in information to third parties for their own marketing purposes.
I should not send highly sensitive tax or financial information through ordinary SMS unless specifically instructed by Taxes y Mas.

By opting in, I confirm that I am authorized to provide the mobile telephone number and consent to receive SMS communications from Taxes y Mas.