PRIVACY POLICY



Money Matters Financial Services LLC

Effective Date: October 5, 2026



Money Matters Financial Services LLC (“Money Matters,” “we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, protect, and disclose information obtained through our website, client portals, electronic communications, and the professional services we provide.



INFORMATION WE COLLECT



In the course of providing tax preparation, tax planning, bookkeeping, payroll, business, financial, insurance, and related professional services, we may collect personal and nonpublic information including, but not limited to:



• Name, address, telephone number, and email address

• Social Security numbers and taxpayer identification numbers

• Dates of birth and dependent information

• Employment and income information

• Tax returns, W-2s, 1099s, and other tax documents

• Bank account and financial account information

• Business ownership and financial records

• Bookkeeping, payroll, and accounting records

• Insurance and financial-product information

• Documents and information voluntarily uploaded to our secure client portals

• Communications between clients and Money Matters Financial Services

• Website and electronic communication information necessary to operate and secure our services



HOW WE USE YOUR INFORMATION



We collect and use information only as reasonably necessary