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LEGAL & PRIVACY

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Privacy Policy.

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Your information deserves the same care as your finances.

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● Effective Date
September 11, 2026

● Last Updated
September 11, 2026

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OUR COMMITMENT

Privacy built around trust.

Millennial Tax & Accounting LLC (“Millennial Tax & Accounting,” “MTA,” “we,” “us,” or “our”) respects the privacy of our clients, prospective clients, website visitors, and other individuals who interact with us. This Privacy Policy explains how we collect, use, disclose, and protect personal information in connection with millennial-tax.com and our tax, accounting, bookkeeping, payroll, advisory, business, and related services.

This policy applies to Millennial Tax & Accounting LLC and millennial-tax.com. Separate affiliated brands, products, or services may provide their own privacy notices where appropriate.

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01 Information We Collect

The information we collect depends on how you interact with us and which services you request. It may include:

Contact and identity information: name, address, email address, phone number, date of birth, and similar identifiers.
Tax and government identifiers: Social Security numbers, Individual Taxpayer Identification Numbers (ITINs), Employer Identification Numbers (EINs), filing status, dependent information, and other information needed for tax or business services.
Financial and accounting information: income, expenses, bank and financial records, bookkeeping records, invoices, receipts, tax forms, prior tax returns, payroll records, and other financial documents you provide.
Business information: business ownership, entity information, employees or contractors, payroll details, business records, registrations, licenses, and operational information needed to provide requested services.
Identification and document information: copies of identification, signatures, documents submitted for review, notarization-related information, or records needed to verify identity or complete a requested service.
Payment information: billing details and transaction information. Payment card or bank information may be processed by third-party payment providers rather than stored directly by us.
Communications: emails, text messages, phone communications, form submissions, appointment information, support requests, and other correspondence with us.
Website and device information: IP address, browser type, device information, pages visited, referring pages, dates and times of visits, cookie or similar technology data, and security or diagnostic information.

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02 How We Collect Information

We may collect information directly from you when you contact us, complete a form, schedule an appointment, upload documents, sign an agreement, make a payment, or use one of our services. We may also receive information from authorized representatives, financial or payroll systems, government agencies, service providers, or other third parties when necessary to perform services you request and when permitted by law.

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03 How We Use Information

We may use personal information to provide services, respond to inquiries, manage documents and accounts, process payments, communicate about appointments and deadlines, verify identity, prevent fraud, operate and secure our systems, measure website performance, comply with legal and professional obligations, and protect our clients and business.

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SPECIAL PROTECTION

04 Tax Return Information

Information we receive in connection with preparing or assisting with tax returns may be subject to additional federal restrictions on its use and disclosure. We use and disclose tax return information only as permitted by applicable law and, when required, with the taxpayer’s specific consent.

This Privacy Policy is not intended to replace any separate consent that federal tax law requires for a particular use or disclosure of tax return information.

05 How We Share Information

We may disclose personal information when reasonably necessary to provide services or operate our business, including to technology and service providers, government agencies and taxing authorities, financial institutions, payroll providers, professional advisers, affiliated businesses when appropriate, and law enforcement or regulators when required by law.

Where tax return information is involved, additional restrictions and consent requirements may apply.

06 Cookies & Similar Technologies

Our website may use cookies and similar technologies for essential site functions, security, preferences, performance, analytics, and to understand how visitors use the site. You can control many cookies through your browser settings. Disabling cookies may affect certain website features.

07 Third-Party Services

Our website may link to or use third-party services for scheduling, payments, document handling, communications, analytics, or other functions. Those third parties may process information under their own privacy policies and terms. We encourage you to review their policies when you use those services.

08 Data Security

We use administrative, technical, and physical safeguards designed to protect the personal and financial information we handle. These measures may include access controls, secure systems, backups, activity monitoring, and other protections appropriate to the nature of the information. No method of storage or transmission is completely secure, so we cannot guarantee absolute security.

09 Data Retention

We retain information for as long as reasonably necessary to provide services, maintain business and tax records, comply with legal and professional obligations, resolve disputes, enforce agreements, and protect our business and clients. Retention periods may vary based on the type of information and service involved.

10 Your Choices & Rights

Depending on where you live and the law that applies, you may have rights regarding your personal information, such as requesting access, correction, deletion, or a copy of certain information, or objecting to certain uses. Some information may need to be retained because of tax, accounting, legal, security, or professional requirements.

You may opt out of promotional email communications using the unsubscribe method provided in the message or by contacting us.

11 Information About Children

Our website is not directed to children under 13. We may receive information about minors from a parent, guardian, employer, or authorized client when that information is legitimately required for tax, payroll, accounting, or another requested service. We handle that information as part of the client’s records and applicable service requirements.

12 Changes to This Policy

We may update this Privacy Policy as our services, technology, or legal obligations change. When we make changes, we will update the “Last Updated” date on this page. Material changes may also be communicated through other appropriate means.

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13 CONTACT US

Questions about your privacy?

Contact Millennial Tax & Accounting LLC and we’ll help route your request appropriately. We may need to verify your identity before providing access to or changing personal information.

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Millennial Tax & Accounting LLC
579 N 1st Bank Dr, Suite 220
Palatine, IL 60067

Phone: 224-366-0399
Email: info@millennial-tax.com

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