Privacy Policy for M. A. Rubin CPA, PLLC

Effective Date: 9/11/2025

          Contact Information:
           M. A. Rubin CPA
           Phone: (833) 627-8246
           Email: Info@rubintaxrelief.com

  1. Purpose of Data Collection

We collect data primarily to provide and enhance our tax services.

  1. Type of Data Collected
  • Personally Identifiable Information (PII) such as names, addresses, phone numbers, and email addresses.
  • Non-personal data, including cookies, IP addresses, and browsing data.
  1. Methods of Data Collection
  • User-provided data: via sign-up forms, contact forms, intake documents, or account registration.
  • Automatic collection: using cookies, web server logs, analytics tools.
  • Third-party sources: advertising networks, analytics providers.
  1. Use of Collected Data

Collected data is used for service provision, appointment reminders, communications, newsletters, account updates, and content personalization.

  1. Data Sharing & Disclosure

We are committed to safeguarding your data. Personal information will not be sold, rented, or shared with third parties for marketing purposes. We also do not transfer data across borders or jurisdictions.

  1. Data Retention Policy
  • Duration: Client data is retained indefinitely unless deletion is requested or required by law.
  • Criteria: Data is kept for individuals who become our clients.
  1. Data Security Measures

All collected data is securely stored on protected servers to ensure confidentiality and safety.

  1. Children’s Privacy

Our website and services are not designed for children under 13. We do not knowingly collect data from this demographic.

  1. User Rights
  • Access & Modification: Users may contact M. A. Rubin CPA to access, correct, or delete their data.
  • Opt-Out: Users may opt out of marketing communications or certain processing activities by contacting us directly.
  1. Cookies & Tracking

We use cookies mainly for remarketing and analytics purposes. Users can manage or disable cookies through their browser settings.

  1. Third-party Links & Services

Our website may contain third-party links. We are not responsible for the privacy practices of those third-party sites and encourage users to review their policies.

  1. Email Communications

By providing your email address, you consent to receive email communications from M.A. Rubin CPA, PLLC. These may include appointment confirmations, updates related to your account, newsletters, and important service notifications.

  • Opt-Out: You may unsubscribe at any time by clicking the “unsubscribe” link in our emails or by contacting us directly.
  • Frequency: Email frequency will vary depending on your account activity and subscription preferences.
  • Data Use: Your email address will not be sold, rented, or shared with unaffiliated third parties for marketing purposes.
  1. SMS/Text Messaging Policy

By providing your mobile phone number to M.A. Rubin CPA, PLLC, you consent to receive SMS/text messages from us for purposes including appointment confirmations, reminders, service updates, and important account notifications.

  • Opt-Out: You may reply STOP at any time to unsubscribe. Reply HELP for assistance.
  • Message Frequency: Message frequency will vary depending on account activity, but will not exceed reasonable limits.
  • Costs: Standard message and data rates may apply depending on your carrier plan.
  • Data Use: Your mobile number will only be used for firm-related communications. We do not sell, rent, or share your number with third parties for marketing purposes.
  1. Official Business Address

For compliance purposes, our official business name is M.A. Rubin CPA, PLLC.
Our IRS-registered address on file is maintained with the Internal Revenue Service as the official business address of record. This may differ from our client-facing mailing or virtual office address. All legal and regulatory correspondence is directed to the IRS-registered address.

  1. Changes to the Privacy Policy

We review our privacy policy annually. Any updates will be communicated to users via email or website posting.