Privacy Policy

Last updated: October 15, 2026

This Privacy Policy explains how Moore Tax & Financial Services, Inc. ("MTFS," "we," "us," or "our") collects, uses, and protects information through www.mtfs-cpa.com (the "Site"). By using the Site, you agree to the practices described here. This policy should be read together with our Terms of Service.

This policy covers the Site only. Information you provide as a client, including tax returns, financial records, and documents shared through our Client Portal, is also governed by your engagement letter and protected under federal law, including the Gramm-Leach-Bliley Act and Section 7216 of the Internal Revenue Code, as well as the confidentiality standards of the accounting profession.

1. Information We Collect

Information you give us. When you complete our contact form, we collect your first and last name, email address, phone number, the services you are interested in, and any message you include. We also receive the information you share when you call or email our office.

Client Portal information. If you are a client, the documents and information you upload to the Client Portal are collected and stored through Canopy, our portal provider. See Section 4 for more on third-party services.

Information collected automatically. When you visit the Site, our website platform automatically records certain technical information, such as your IP address, browser type, device type, the pages you view, the date and time of your visit, and the website that referred you.

Please do not send sensitive information through the Site. The contact form and regular email are not secure channels for Social Security numbers, tax documents, bank account details, or other sensitive financial information. Clients should use the Client Portal instead.

2. How We Use Information

We use the information we collect to:

  • Respond to your inquiries and schedule consultations

  • Provide, manage, and bill for the services you engage us for

  • Operate, maintain, secure, and improve the Site

  • Comply with our legal, regulatory, and professional obligations

We do not use tax return information for any purpose other than preparing your return or providing the services you engaged us for, unless you give written consent as required by federal law.

3. How We Share Information

We do not sell, rent, or trade your personal information. We share it only in these limited situations:

  • Service providers. Companies that host the Site, run our Client Portal, or support our operations, which may access information only to perform services for us.

  • Legal requirements. When required by law, subpoena, court order, or a request from a government agency, or when needed to protect our rights or the safety of others.

  • Business transfers. If MTFS is involved in a merger, acquisition, or sale of all or part of its practice, subject to the same confidentiality protections.

  • With your consent. When you direct or authorize us to share information, such as with your attorney, lender, or financial advisor.

4. Cookies and Third-Party Services

The Site uses cookies and similar technologies to keep it working properly and to understand how visitors use it. You can block or delete cookies through your browser settings, though some features of the Site may not work as intended. The Site does not currently respond to "Do Not Track" browser signals.

The Site relies on the following third-party services, each of which handles information under its own privacy policy:

  • Squarespace hosts the Site, processes contact form submissions, and provides basic visitor analytics.

  • Google Maps displays our office location. Google may collect information when you view or interact with the map.

  • Canopy provides our secure Client Portal. Information you upload there is handled under Canopy's terms and privacy policy, along with the protections described in this policy.

The Site may also link to other websites, such as government agencies or software providers. We are not responsible for the privacy practices of sites we do not control.

5. How We Protect Information

We maintain administrative, technical, and physical safeguards designed to protect the information we hold, consistent with the FTC Safeguards Rule and professional standards for CPA firms. Access to client information is limited to team members and service providers who need it to do their work. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

6. How Long We Keep Information

We keep information for as long as needed to respond to you, provide our services, and meet our legal, tax, and professional record-keeping requirements. When information is no longer needed, we delete or destroy it securely.

7. Children's Privacy

The Site is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will delete it.

8. Your Choices

You may contact us at any time to ask what personal information we hold about you, to correct it, or to ask that we delete it. We will honor your request unless we are required to keep the information by law or professional standards. You may also opt out of non-essential emails from us by replying to the email or contacting us directly.

9. Changes to This Policy

We may update this Privacy Policy from time to time by posting the revised version on this page and changing the "Last updated" date. Your continued use of the Site after changes are posted means you accept the revised policy.

10. Contact Us

Questions about this Privacy Policy or requests about your information can be sent to:

Moore Tax & Financial Services, Inc.
4620 Saint Amand Circle
Fort Worth, TX 76126
Phone: 817.244.8624
Email: mike@mtfs-cpa.com