Privacy Policy
Effective Date: November 4, 2026
1. Introduction
Marquez Income Tax, operated by FMA Tax & Business Solutions LLC ("Marquez Income Tax," "we," "us," or "our"), is committed to protecting the privacy, confidentiality, and security of the personal, financial, and tax-related information entrusted to us.
We understand that our clients share sensitive information when requesting professional services. We are committed to handling that information responsibly and in accordance with applicable federal and California laws.
This Privacy Policy describes how we collect, use, store, disclose, retain, and protect information obtained through our website, www.marquezincometax.com, and through our professional business relationships.
Our services include tax preparation, Bookkeeping, Payroll, and other business services.
By using our website or submitting information through our online forms, you acknowledge the information practices described in this policy.
2. Information We Collect
Depending on your interactions with our website and services, we may collect the following categories of information.
Personal Information
First and last name
Email address
Telephone number
Residential or business address
Information submitted through contact forms
Appointment requests and scheduling information
Messages and correspondence
Tax and Financial Information
When you engage our professional services, we may collect:
Social Security Numbers (SSNs)
Individual Taxpayer Identification Numbers (ITINs)
Employer Identification Numbers (EINs)
Income and employment information
Tax returns and supporting documentation
Financial statements and accounting records
Banking and payment information
Payroll and employee records
Business ownership and identification information
Other information necessary to provide the requested services
Automatically Collected Information
When you visit our website, Squarespace and certain integrated services may automatically collect technical information, including:
IP address
Browser type
Device information
Approximate geographic location
Pages visited
Website interaction information
Cookies and similar technologies
The information collected depends on the website features and third-party services being used.
3. How We Collect Information
We collect information through several methods:
Directly from you: When you complete a contact form, request information, schedule an appointment, communicate with our office, or engage our services.
Through professional engagements: When you provide documents, records, and information necessary for tax preparation, Bookkeeping, Payroll, or other business services.
Through authorized third parties: When information is provided by an authorized representative or another party as permitted by law.
Automatically: Through the technical operation of our website, cookies, security tools, and enabled analytics features.
4. How We Use Your Information
Information collected by Marquez Income Tax may be used to:
Respond to inquiries and requests for information.
Schedule, confirm, and manage appointments.
Provide tax preparation, Bookkeeping, Payroll, and other professional services.
Communicate regarding requested or ongoing services.
Prepare and maintain appropriate client records.
Comply with applicable legal, tax, accounting, and regulatory requirements.
Verify information and prevent fraudulent activity.
Maintain website functionality and security.
Improve our services and website experience.
Communicate service-related information and updates when permitted by law.
Tax return information is subject to additional legal restrictions governing its use and disclosure.
5. Website Contact Forms
Our website uses Squarespace to process contact forms and service inquiries.
When you submit a form, the information provided may include your name, email address, telephone number, services of interest, and additional comments.
Form submissions are stored within Squarespace and notifications are sent to an authorized company email account.
Our internal procedure is to review and delete website form submissions from Squarespace on a six-month cycle.
Copies received through business email systems may be retained separately in accordance with applicable retention requirements and business needs.
Information submitted through our general contact forms is intended for inquiries and appointment coordination.
Please do not submit Social Security Numbers, tax returns, banking credentials, or other highly sensitive information through general website contact forms.
When confidential documents are required, our office will provide instructions regarding an appropriate method of submission.
Submitting a contact form does not automatically constitute consent to receive promotional or marketing communications.
6. Appointment Scheduling
Marquez Income Tax uses Google Calendar Appointment Schedules to allow visitors and clients to schedule appointments.
When scheduling an appointment, Google may collect and process:
Name
Email address
Selected appointment date and time
Additional information entered into the booking form
This information is used to manage appointments, prevent scheduling conflicts, and provide confirmations or reminders.
Certain appointments may include Google Meet video conferencing.
Google processes information through its services in accordance with its applicable privacy policies and terms.
Appointment information may remain in our business calendar and related systems separately from website form submissions.
We recommend that clients avoid including sensitive financial information, Social Security Numbers, or tax documents in appointment descriptions.
7. Confidentiality of Taxpayer Information
Protecting taxpayer information is a fundamental responsibility of our business.
Marquez Income Tax handles tax return information in accordance with applicable federal confidentiality requirements, including Internal Revenue Code Section 7216 and its implementing regulations.
We do not use or disclose tax return information for unauthorized purposes.
Tax return information may be disclosed when permitted or required by applicable law, including disclosures necessary to perform authorized tax preparation services or comply with lawful government requirements.
When a particular use or disclosure requires the taxpayer's written consent, we will obtain the required consent separately.
This Privacy Policy does not replace any consent, engagement agreement, or financial privacy notice required under applicable law.
8. Information Sharing and Service Providers
We may share information with authorized service providers when reasonably necessary to operate our business, provide requested services, or comply with applicable laws.
Depending on the service, these providers may include:
Squarespace: Website hosting, contact forms, and website functionality.
Google Workspace: Business email, document storage, and related services.
Google Calendar: Appointment scheduling and calendar management.
Google Meet: Video conferencing.
Google reCAPTCHA: Protection against spam and automated form submissions.
Tax preparation software providers: Preparation and processing of tax returns.
Bookkeeping and Payroll service providers: Processing information necessary for authorized accounting and payroll services.
Payment processors: Processing authorized payments and related transactions.
Government agencies: When authorized or required by law.
We may also share information with professional advisers or other service providers when legally permitted and reasonably necessary.
Service providers may process information according to applicable contractual obligations, privacy policies, and legal requirements.
We do not authorize unrelated commercial use of confidential taxpayer information without the consent or legal authorization required by applicable law.
9. Cookies and Website Tracking
Our website uses Squarespace and may use cookies and similar technologies to support its operation.
Cookies may include:
Essential Cookies: Required for basic website operation, security, and functionality.
Functional Cookies: Used to support certain website features and preferences.
Performance and Analytics Cookies: Used, when enabled and permitted, to understand website traffic and improve the visitor experience.
Advertising Cookies: May be used by certain third-party services if advertising integrations are enabled.
Our website provides a cookie consent banner that allows visitors to accept, decline, or manage optional cookies.
Non-essential cookies controlled by Squarespace are restricted until the visitor provides the applicable consent.
Visitors may review or modify their cookie preferences through the controls available on our website.
Certain third-party services may use their own technologies, which may not be fully controlled by Squarespace's cookie settings.
Do Not Track Signals
Some browsers offer a "Do Not Track" (DNT) setting.
Our website does not currently use a separate custom mechanism to respond specifically to legacy DNT browser signals.
Visitors can manage optional cookies using the privacy preferences provided on our website and may also use browser-level privacy controls.
Where applicable law requires additional privacy choices or recognition of specific opt-out signals, those requirements continue to apply.
10. Data Security
Marquez Income Tax maintains administrative, technical, and physical safeguards designed to protect confidential client information.
Our security practices include:
Restricted access to authorized personnel.
Controlled access to designated business systems.
Two-factor authentication on applicable business accounts.
Protected business document storage.
Encrypted backup storage.
Password-protected backup devices.
Secure physical storage of backup equipment.
Internal information security procedures and controls.
Our business maintains a Written Information Security Plan (WISP) addressing the protection of sensitive information.
Access to personal, financial, and taxpayer records is limited according to legitimate business responsibilities.
Although we implement safeguards intended to reduce security risks, no electronic system or method of transmission can be guaranteed to be completely secure.
11. Information Retention and Secure Disposal
We retain information according to its purpose, applicable legal requirements, and legitimate business needs.
Website Contact Forms
Information submitted through website contact forms is reviewed and deleted from Squarespace on a six-month cycle.
Copies stored in business email systems and records maintained by third-party appointment services may be subject to separate retention practices.
Client Tax Records
Tax-related client records are retained for a minimum of five (5) years or longer when required by applicable federal or state laws, professional obligations, audits, legal proceedings, or legitimate business needs.
Certain business and regulatory records may be subject to longer retention requirements.
Bookkeeping, Payroll, and Business Records
Accounting, payroll, and other business records are maintained according to the retention requirements applicable to the records and services involved.
Storage and Backups
Client records are maintained in our business Google Drive environment.
Additional encrypted backup copies are maintained on password-protected external storage devices kept in a physically secured location.
When applicable retention periods expire, records are reviewed to determine whether continued retention is required.
Information that is no longer necessary is subject to secure deletion or disposal procedures, including appropriate treatment of backup copies.
12. Your Privacy Rights and Choices
Depending on applicable law and the nature of the information involved, you may have the right to request:
Access to certain personal information we maintain.
Correction of inaccurate personal information.
Deletion of certain information, subject to applicable legal exceptions.
Information about our collection and disclosure practices.
Restrictions on certain uses or disclosures when provided by law.
Not all privacy rights apply to every business or category of information.
Certain records, including tax documents and information subject to mandatory retention requirements, may not be eligible for immediate deletion.
To submit a privacy-related request, please contact:
We may request information reasonably necessary to verify your identity before processing certain requests.
We will respond in accordance with applicable law.
13. Third-Party Websites and Services
Our website may provide links to external websites, including government agencies, appointment scheduling platforms, and other professional resources.
These websites are independently operated and may have their own privacy policies.
We encourage visitors to review the privacy practices of third-party services before submitting personal information.
14. Children's Privacy
Our website is not directed toward children under 13 years of age.
We do not knowingly solicit personal information directly from children under 13 through our general website contact forms without appropriate authorization.
Information concerning minors may be collected from parents, guardians, or authorized representatives when necessary to provide legitimate tax preparation or related professional services.
15. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our business practices, technology, services, or applicable legal requirements.
When changes occur, we will update the effective date displayed at the beginning of this policy.
Material changes will be communicated through appropriate methods when required by law.
We encourage visitors to review this page periodically.
16. Contact Information
For questions concerning this Privacy Policy or our handling of personal information, please contact:
Marquez Income Tax
Operated by FMA Tax & Business Solutions LLC
612 S Oxnard Blvd
Oxnard, CA 93030
Phone: (805) 247-1936
Email: info@marquezincometax.com
Website: www.marquezincometax.com
Effective Date: November 4, 2026