NEW CLIENTS

STEP 1

Schedule a FREE 15 minute consultation call (via Zoom or Phone)! This is a time where we can meet each other and discuss your general tax needs. 

Don’t need a call? Send me an email or Skip to Step 2.

STEP 2

Sign my Terms of Service and pay your deposit.

STEP 3

Fill out my tax organizer.

STEP 4

Upload your documents securely to my online portal with Encyro.

  • Check out my reference guide for what documents you may need to upload!

STEP 5

Once you have completed steps 1-4, submit this form to add your return to my queue.

Make it Make Cents Privacy Policy Effective Date: January 1, 2024

Introduction

This document outlines how we collect, use, disclose, and protect your personal information.

Information We Collect

We may collect personal information, including but not limited to:

Name

Contact information (address, email, phone number)

Social Security Number

Financial information

Other relevant tax-related information

How We Collect Information

We may collect information through various means, including:

Information provided by you during consultations or through forms

Information obtained from third-party sources with your consent

Automatically collected information through our website or online platforms

Use of Information

We may use your information for purposes such as:

Providing tax preparation services

Complying with legal obligations

Improving our services

Communicating with you about our services

Sharing of Information

We may share your information with:

Our employees and contractors for business purposes

Third-party service providers for support services

Government authorities as required by law

We will never otherwise use or share your information for any other purpose.

Security

We take reasonable measures to protect your information from unauthorized access, disclosure, alteration, and destruction.

Your Choices

You have the right to:

Review and update your personal information

Opt-out of certain communications

Request deletion of your information, subject to legal obligations

Cookies and Tracking Technologies

We may use cookies and similar technologies to enhance your experience on our website.

Changes to the Privacy Policy

We reserve the right to update our Privacy Policy. Any changes will be effective upon posting the updated policy on our website.

Contact Us

If you have any questions or concerns about our Privacy Policy, please contact us.