Effective date: November 12, 2026
At Moon Valley Accounting & Tax Services (“Moon Valley,” “MVATS,” “we,” “us,” or “our”), protecting your personal and financial information is central to the work we do. This Privacy Policy explains what information we collect when you visit moonvalleyservices.com (the “Website”) or use our accounting and tax services, how we use and protect it, and the choices you have.
Key Terms
- Client means an individual or business that engages Moon Valley for tax preparation, bookkeeping, accounting, business filing, or related services.
- Personal Information means any information that identifies, or can reasonably be linked to, a specific person.
- Tax Return Information means any information you provide to us for the purpose of preparing or filing a tax return, as defined under Section 7216 of the Internal Revenue Code.
- Usage Data means information collected automatically when you browse the Website.
- Service Providers means companies that perform services on our behalf, such as website hosting, analytics, scheduling, secure document exchange, and tax software.
Information We Collect
Information you give us
When you fill out a contact form, schedule a consultation, call or email us, or become a client, we may collect:
- Name, email address, phone number, and mailing address
- Date of birth and Social Security, ITIN, or EIN numbers (clients only)
- Income, employment, banking, and other financial records needed to prepare your returns
- Information about your spouse, dependents, or business owners
- Any message or details you choose to share with us
Information collected automatically
When you visit the Website, we and our Service Providers may automatically collect Usage Data such as your IP address, browser and device type, operating system, pages viewed, time spent on pages, the site that referred you, and general location (city or region).
Cookies and Analytics
The Website uses cookies and similar technologies to keep the site working properly and to understand how visitors use it. We use Google Analytics (through Google Tag Manager) to measure site traffic and improve our content. Google may collect information such as your IP address and browsing activity on our site. You can learn how Google uses this data at policies.google.com/technologies/partner-sites and opt out with the Google Analytics Opt-out Browser Add-on.
Most browsers let you block or delete cookies in their settings. If you do, some parts of the Website may not work as intended.
How We Use Your Information
- To respond to your questions and schedule consultations
- To prepare and file tax returns and provide accounting, bookkeeping, and business services you request
- To verify your identity and protect against fraud and identity theft
- To communicate with you about your account, appointments, deadlines, and documents
- To send tax updates or newsletters, if you have agreed to receive them
- To bill for our services and process payments
- To operate, secure, and improve the Website
- To meet our legal, professional, and regulatory obligations
Confidentiality of Tax Return Information
As a tax return preparer, we are subject to Section 7216 of the Internal Revenue Code and IRS Publication 4557. We will not use or disclose your Tax Return Information for any purpose other than preparing and filing your return unless the law allows it or you give us specific, signed consent. If we ever ask for that consent, you are free to decline, and declining will not affect the services we provide to you.
How We Share Information
We do not sell or rent your personal information. We share it only as described below:
- Government agencies: the IRS, Arizona Department of Revenue, and other taxing or regulatory authorities when filing returns or reports on your behalf.
- Service Providers: trusted vendors who help us run our business (for example tax software, secure client portals, website hosting, scheduling, email, and analytics). They may use your information only to perform services for us and must keep it confidential.
- People you authorize: such as your spouse, business partner, attorney, lender, or another professional, when you ask us to.
- Legal requirements: when required by law, subpoena, court order, or a valid request from a government authority, or to protect the rights, property, or safety of Moon Valley, our clients, or others.
- Business transfers: if our practice is merged, sold, or transferred, client information may be transferred as part of that transaction, subject to the same protections.
How We Protect Your Information
We maintain a written information security program in line with the Federal Trade Commission Safeguards Rule under the Gramm-Leach-Bliley Act. Our safeguards include restricted, need-to-know access for staff; encrypted file transfer and secure client portals; multi-factor authentication on systems holding client data; secure storage and disposal of paper and electronic records; and training for everyone who handles client information.
Please do not send Social Security numbers, bank account numbers, or tax documents through our website contact form or regular email. Ask us for a secure upload link instead.
No method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security, but we work hard to protect your information and will notify you and the appropriate authorities as required by Arizona law (A.R.S. § 18-552) if a breach affects your personal information.
How Long We Keep Information
We keep client records for as long as needed to provide our services and meet legal and professional record-keeping requirements, generally at least seven (7) years after the related tax return is filed. When records are no longer needed, we securely destroy them.
Your Choices and Rights
- Email updates: you can unsubscribe at any time using the link in our emails or by contacting us. We will still send messages related to services you have engaged us for.
- Access and corrections: you may ask to review or correct the personal information we hold about you.
- Deletion: you may ask us to delete your information, subject to records we are legally required to keep.
- Cookies: you can control cookies through your browser settings and opt out of Google Analytics as described above.
To make a request, contact us using the details below. We may need to verify your identity before acting on it.
Children’s Privacy
The Website is not intended for children under 13, and we do not knowingly collect personal information from them online. Information about minor dependents is collected only from a parent or guardian as part of preparing a tax return. If you believe a child has submitted information to us through the Website, please contact us and we will delete it.
Links to Other Websites
Our Website may link to other sites, such as the IRS, the Arizona Department of Revenue, or social media pages. We are not responsible for the content or privacy practices of those sites and encourage you to review their privacy policies.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes take effect when posted on this page, and we will update the effective date above. We encourage you to review this page periodically.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Moon Valley Accounting & Tax Services
2726 W Thomas Road, Phoenix, AZ 85017
Phone: 480-590-5164
Email: info@moonvalley-taxes.com
Hours: Monday to Friday, 9 AM to 5 PM MST