Privacy Policy

1. Information We May Collect

The information we collect depends on how you interact with QMC Financial Services and the services you request.

Personal and Contact Information

We may collect information such as your full name, mailing address, email address, telephone number, date of birth, appointment information, business name, business contact information, and information you voluntarily provide through forms, consultations, or other communications.

Tax and Financial Information

When necessary to provide tax preparation, bookkeeping, or related financial services, we may collect sensitive financial and taxpayer information, including Social Security numbers, Employer Identification Numbers, taxpayer identification numbers, dependent information, income and expense records, Forms W-2 and 1099, prior year tax returns, accounting records, bank statements, financial reports, receipts, payroll information, and other documents necessary to perform the services you request.

Business Information

For business formation, bookkeeping, and business related services, we may collect business ownership information, entity information, addresses, EIN information, registration details, financial records, business documents, and other information necessary to provide the requested service.

Payment and Transaction Information

When you purchase or pay for services, payment and transaction information may be processed through third party payment processors. QMC Financial Services may receive information concerning the transaction, such as payment status, amount paid, transaction date, and related billing information.

Website and Device Information

When you visit our website, certain information may be collected automatically, including your IP address, browser type, device type, operating system, referring website, pages viewed, approximate access times, and other website activity.

We may also use cookies and similar technologies to operate our website, understand website usage, remember preferences, and improve the visitor experience.

2. How We Collect Information

We may collect information when you:

• Complete an online inquiry, intake, registration, or contact form
• Schedule an appointment or consultation
• Create or use a client portal
• Upload documents or financial records
• Communicate with us by telephone, email, SMS, or other electronic methods
• Purchase or request services
• Engage us for tax preparation, bookkeeping, or business services
• Visit or interact with our website

We may also receive information from service providers or platforms used to facilitate services you request.

3. How We Use Your Information

QMC Financial Services may use information we collect to provide and administer requested services, prepare tax returns, maintain bookkeeping records, assist with business formation, respond to inquiries, schedule and manage appointments, communicate regarding services, request missing documentation, process transactions, provide client support, maintain business and client records, operate and improve our website and systems, prevent fraud or unauthorized activity, protect our legal rights, and comply with applicable tax, accounting, regulatory, professional, and legal obligations.

We limit the use of sensitive tax and financial information to legitimate business and professional purposes associated with the services provided.

4. Tax Return Information

Tax return information is treated as confidential.

QMC Financial Services uses and discloses taxpayer information only as necessary to provide authorized services and as otherwise permitted or required by applicable law.

Federal law places specific restrictions on the use and disclosure of tax return information by tax return preparers. Where applicable, QMC Financial Services follows the requirements governing the confidentiality, use, and disclosure of taxpayer information.

We will obtain any consent required by applicable law before using or disclosing tax return information for purposes requiring such consent.

5. How We May Share Information

QMC Financial Services does not sell personal information.

We may disclose information when reasonably necessary to operate our business or provide services you request, including to authorized service providers that assist with functions such as secure client portals, tax preparation software, bookkeeping systems, payment processing, scheduling, electronic signatures, document storage, email delivery, communications, website hosting, and other operational services.

These providers receive information only as reasonably necessary to perform their services on our behalf and are subject to their own privacy and security obligations.

Information may also be disclosed when required by law, court order, subpoena, regulatory requirement, governmental request, or when reasonably necessary to protect QMC Financial Services, our clients, or others from fraud, security threats, or unlawful activity.

6. Mobile Information and A2P Privacy

If you provide your mobile telephone number and consent to receive SMS or MMS communications from QMC Financial Services, we may use your number to communicate regarding appointments, service updates, document requests, account notifications, reminders, and other communications for which you have provided consent.

Consent to receive text messages is not a condition of purchasing services. Message frequency may vary. Message and data rates may apply.

7. SMS Opt Out and Help

You may opt out of SMS communications at any time by replying STOP to a message from QMC Financial Services.

After submitting an opt out request, you may receive a confirmation message indicating that you have been unsubscribed.

For assistance with SMS communications, reply HELP or contact QMC Financial Services at [email protected] or (682) 309-8255 .

Opting out of SMS communications does not prevent us from contacting you through other methods when necessary to provide services you have requested or where otherwise permitted by law.

8. Cookies and Website Technologies

Our website may use cookies, pixels, analytics technologies, and similar tools to support website functionality and understand how visitors interact with our website.

These technologies may collect information such as browser type, device information, pages visited, time spent on pages, and referring sources.

Your browser may allow you to block or delete cookies. Disabling certain cookies may affect the functionality of portions of the website.

9. Data Security

QMC Financial Services takes reasonable administrative, technical, and physical measures designed to protect personal, taxpayer, business, and financial information from unauthorized access, loss, misuse, alteration, or disclosure.

These measures may include secure systems, access controls, authentication procedures, secure document portals, and other safeguards appropriate to the nature of the information being handled.

10. Data Retention

We may retain personal, tax, bookkeeping, business, transaction, and communication records for as long as reasonably necessary to provide services, maintain business records, satisfy professional obligations, resolve disputes, enforce agreements, and comply with applicable tax, regulatory, or legal requirements.

Retention periods may vary depending on the type of information and service provided.

11. Third Party Services and Links

Our website may contain links to third party websites or integrate services operated by third parties, including scheduling platforms, payment processors, client portals, tax software providers, and other technology providers.

QMC Financial Services is not responsible for the privacy practices, security, or content of independently operated third party websites or services.

We encourage users to review the privacy policies of third party services before providing personal information.

12. Children's Privacy

Our website and services are not directed toward children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through our website.

Information regarding minor dependents may be provided by parents, guardians, or taxpayers when necessary for legitimate tax preparation or related professional services.

13. Your Privacy Choices

Depending on your interaction with QMC Financial Services and applicable law, you may contact us to request that we update or correct certain personal information, ask questions about information we maintain, change communication preferences, or request to stop receiving certain optional communications.

Some records may need to be retained to satisfy tax, accounting, contractual, regulatory, professional, or legal requirements.

14. Electronic Communications

When you provide an email address, telephone number, or other contact information, you authorize QMC Financial Services to use that information to communicate with you regarding inquiries, appointments, requested services, account matters, documentation, and other legitimate business communications.

Marketing communications will be handled in accordance with applicable consent and opt out requirements.

15. Changes to This Privacy Policy

QMC Financial Services may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal and regulatory requirements.

When changes are made, the updated policy will be posted on this website with a revised Last Updated date.

Your continued use of the website after an updated Privacy Policy is posted constitutes acknowledgment of the revised policy.

16. Contact Us

Questions about this Privacy Policy or QMC Financial Services' privacy practices may be directed to: