Privacy Policy

Effective Date: October 10,2025
Last Updated: October 10,2025
Company: Mike & Co. Financial
Website: www.MikeAndCoFinancial.com

​

1. Introduction

Mike & Co. Financial (“we,” “our,” “us”) respects your privacy and is committed to protecting the personal information you share with us.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us electronically or in person.

By using our website or services, you agree to the terms outlined in this Privacy Policy.

​

2. Information We Collect

We may collect personal and financial information in a variety of ways, including when you complete online forms, upload tax documents, or communicate with us directly.

​

A. Personal Information

• Name, address, email, and phone number

• Date of birth and Social Security Number (for tax preparation)

• Driver’s license or government-issued ID

• Spouse and dependent information (for joint returns)

​

B. Financial Information

• Income, employment, and tax documents (e.g., W-2, 1099, K-1)

• Bank account information (for direct deposit or payment authorization)

• Business records for entity filings, bookkeeping, or consulting services

​

C. Technical Information

• Device type, IP address, browser type, and usage data

• Cookies or similar tracking technologies (to improve website experience)

​

3. How We Use Your Information

Your information is used solely for legitimate business purposes, including:

• Preparing and filing tax returns

• Providing consulting and business services

• Processing payments and issuing invoices

• Verifying your identity

• Maintaining client records and compliance documentation

• Communicating with you regarding your account, deadlines, or updates

• Improving our website, products, and client experience

• Fulfilling any legal or regulatory obligations

We do not sell, rent, or trade your personal information to third parties.

​

4. How We Protect Your Information

We maintain administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, or misuse.

• Encrypted file storage and transmission

• Secure document upload portals

• Limited employee access based on job function

• Regular system monitoring and data protection protocols

Despite our best efforts, no online system is 100% secure. We encourage clients to use strong passwords and avoid sharing login details with others.

​

5. Sharing of Information

We may share your information only under the following conditions:

• With Your Consent: When you authorize us to share information (e.g., with your accountant or lender).

• With Service Providers: For secure software, payment processing, or electronic filing purposes.

• As Required by Law: To comply with IRS, state tax authorities, subpoenas, or legal obligations.

All third-party partners are required to maintain confidentiality and protect client data in accordance with applicable privacy laws.

​

6. Data Retention

We retain client records and documentation in accordance with IRS and state regulations, typically for a minimum of seven (7) years.
After that period, data is securely destroyed or permanently deleted.

​

7. Your Rights and Choices

Depending on your location, you may have the right to:

• Access or request a copy of your personal data

• Correct inaccurate or outdated information

• Request deletion of your personal data (subject to legal retention requirements)

• Opt out of marketing or non-essential communications

To exercise your rights, please contact us at support@MikeAndCoFinancial.com.

​

8. Cookies and Tracking

Our website may use cookies to enhance your browsing experience, analyze site traffic, and personalize content.
You can choose to disable cookies in your browser settings, though this may limit certain site features.

​

9. Links to Third-Party Websites

Our website may include links to third-party platforms (e.g., payment portals, scheduling tools, or partner sites).
We are not responsible for the privacy practices or content of those external sites.
Please review their privacy policies before providing any personal information.

​

10. Children’s Privacy

We do not knowingly collect or solicit personal information from anyone under the age of 18.
If we learn that personal information from a minor has been provided without parental consent, we will promptly delete that information.

​

11. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws.
All updates will be posted on our website with the revised “Last Updated” date.

​

12. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact:

Mike & Co. Financial

📍Dothan, Alabama
📧 support@MikeAndCoFinancial.com
📞 (XXX) XXX-XXXX
🌐 www.MikeAndCoFinancial.com