Privacy Policy
Effective date: October 19, 2026
1. Who we are
Miami Tax & Tech LLC (“we,” “us”) operates miamitaxtech.com. Business address: 1200 Brickell Avenue, Suite 800, Miami, FL 33131, United States. Privacy inquiries: info@miamitaxtech.com.
2. Information we collect
When you contact us, request a consultation, subscribe to updates, or become a client, we may collect your name, contact details, business or tax-related inquiry, appointment information, communications, and information you choose to provide. Our website may also collect IP addresses, device/browser information, and technical logs. Do not submit Social Security numbers, tax returns, account credentials, or sensitive financial documents through a general inquiry form.
3. How we use information
We use information to respond to requests, arrange consultations, assess potential engagements, provide authorized services, administer client relationships, send updates where requested or permitted, maintain security, improve website functionality, and meet legal and professional obligations. Providing an inquiry does not create an attorney-client or other professional-client relationship.
4. Scheduling and client portal
Appointment booking and secure client-document exchange may take place on external platforms linked from our website, including scheduling and client-portal services. Information entered directly on those platforms is also governed by their own privacy notices. Please use the designated secure client portal rather than ordinary inquiry forms for sensitive records.
5. Service providers and disclosures
We may disclose relevant information to website hosting and IT providers, form and email services, scheduling and client-management platforms, security/spam-prevention providers, and professional advisers acting under appropriate confidentiality arrangements. We may also disclose information when required by law or to protect our rights. We do not sell personal information in exchange for money. This statement does not by itself characterize every analytics or advertising disclosure under applicable state privacy laws.
6. Cookies and external content
The website may use essential cookies for operation and security, and may use analytics or other cookies where configured. Embedded content and third-party booking, portal, or media services may independently collect information. Browser settings and any cookie controls offered on the site may help manage nonessential tracking. Specific cookies depend on the services enabled at the time of your visit.
7. Retention and protection
We retain inquiries, engagement records, and technical data only as reasonably necessary for their purposes, professional recordkeeping, dispute resolution, security, and applicable legal requirements. Periods vary by record category. We apply reasonable administrative and technical safeguards, but no electronic system can be guaranteed completely secure.
8. International processing and privacy requests
Information may be processed in the United States and other locations where service providers operate. Depending on the law applicable to you and to our activities, you may have rights to request access, correction, deletion, or other controls. Contact info@miamitaxtech.com; we may verify your identity and apply lawful exceptions. Contacting us does not waive applicable statutory rights.
9. Updates
We may revise this notice to reflect changes to our services, technologies, or applicable law. The current version will be posted here with its effective date.