Website Policies
Privacy Policy
This policy explains what information Montano's Income Tax Services collects, why it is collected, and how it is handled and protected.
Our Commitment
Your information deserves careful handling.
Montano's Income Tax Services respects the privacy of its clients and website visitors. We collect only the information reasonably needed to respond to inquiries, schedule appointments, provide requested services, operate the website, and meet legal or professional requirements.
This policy applies to information collected through this website. Additional privacy notices, engagement agreements, or consent forms may apply when you become a client or use a particular service.
Information We Handle
What we collect and how we use it.
We may collect your name, email address, telephone number, preferred appointment details, service requested, and any message or information you submit through the website.
When you become a client, we may receive identification, financial, employment, payroll, business, tax, dependent, and other records needed to provide the service you requested.
Squarespace and related tools may automatically collect your IP address, browser, device type, pages visited, approximate location, referring page, and information about how you use the website.
Information may be used to answer inquiries, schedule appointments, provide services, communicate with clients, process payments, maintain records, improve the website, prevent misuse, and comply with the law.
Information may come directly from you, from documents you provide, from your authorized representatives, automatically through the website, or from service providers used to operate the business.
The website uses necessary cookies and may use analytics cookies to operate correctly and understand website activity. Available cookie choices can be managed through the website's cookie banner. Please see our Cookie Policy for more information.
When Information May Be Shared
Limited to legitimate business needs.
We do not sell personal information. Information may be disclosed only when needed to provide a requested service, operate the business, follow your instructions, or meet a legal obligation.
Your Information
Choices and protections available to you.
Review
You may ask what personal information we maintain about you, subject to applicable law and professional requirements.
Correct
Contact us if your contact information or other personal details need to be corrected.
Delete
You may request deletion when applicable, although some records must be kept for legal, tax, security, or professional reasons.
Choose
You may manage optional cookies through the cookie banner and unsubscribe from optional marketing messages.
Additional Privacy Information
How we manage and protect information.
Security
We use reasonable administrative, technical, and physical safeguards intended to protect personal information. However, no website, email, or electronic-storage system can be guaranteed to be completely secure.
Sensitive Documents
Please do not send Social Security numbers, tax returns, bank information, passwords, or identification documents through ordinary email or an unsecured website form. Use an approved secure method when instructed.
Record Retention
Information is retained only as long as reasonably needed for the purpose for which it was collected and to meet tax, legal, accounting, security, and professional recordkeeping obligations.
Children's Privacy
This website is not directed to children under 13, and we do not knowingly collect their information directly through the website. A parent or authorized adult may provide dependent information when it is required for a professional service.
Browser Privacy Signals
Because there is not one universally accepted standard for every browser “Do Not Track” signal, the website may not respond to all such signals. Available cookie controls can be used to manage optional website cookies.
Third-Party Tools
Squarespace and other providers used on the website may collect technical or usage information according to their own policies. We do not authorize third parties to collect information through this website for unrelated cross-site advertising.
Privacy Requests & Questions
Contact us about your information.
Please describe your request clearly. We may need to verify your identity before providing, correcting, or deleting information. We will not discriminate against you for making a privacy request.
