Effective Date: March 18, 2026
This Privacy Policy applies to MedTax™, a service of Mizzen Tax and Accounting LLC, and to related services, including the Cadence portal and associated websites, tools, and applications. In this Privacy Policy, “we,” “our,” or “us” refers to Mizzen Tax and Accounting LLC and its MedTax and Cadence services.
Who We Are
Our website address is https://medtaxco.com. We also provide related services and portals used to support tax, accounting, financial planning, reporting, advisory, and client collaboration.
Information We Collect
We may collect personal and business information that you voluntarily provide to us, including:
- Name
- Email address
- Phone number
- Mailing address
- Business information
- Tax, accounting, and financial information
- Information submitted through contact forms, intake forms, scheduling tools, portals, or other communications
We may also collect account credentials, uploaded documents, and information necessary to provide bookkeeping, tax, advisory, reporting, planning, and related services.
If you choose to connect financial accounts through a third-party provider such as Plaid, we may receive authorized financial account data such as account names, balances, transaction history, and related account details necessary to support our services.
How We Use Information
We may use your information to:
- Provide tax, accounting, bookkeeping, advisory, and related services
- Communicate with you about your account, services, requests, and support needs
- Operate and improve our website, portal, and internal systems
- Deliver dashboards, reports, forecasts, financial insights, and other service-related outputs
- Verify identity, maintain security, and prevent fraud or unauthorized access
- Comply with legal, regulatory, and professional obligations
Financial Account Data
If you authorize a connection to your financial institution through Plaid or a similar provider, we use that data only to support the services you request, such as account connection, transaction import, balance reporting, cash flow analysis, financial planning, and related advisory features.
We do not use bank connection data for unrelated purposes, and we access only the data reasonably necessary to provide the requested services.
Comments
If comments are enabled on our site and you leave a comment, we may collect the data shown in the comments form, along with your IP address and browser user agent string to help detect spam.
Media
If you upload files or images through our website or portal, we may store those files as part of delivering services to you. You should avoid uploading files containing unnecessary sensitive metadata unless needed for the service being provided.
Cookies and Similar Technologies
We may use cookies and similar technologies to:
- Maintain website functionality
- Support login sessions
- Remember user preferences
- Analyze website traffic and usage
- Improve performance and user experience
You can control cookies through your browser settings, although disabling cookies may affect site functionality.
Embedded Content
Pages on this site may include embedded content or third-party tools, such as videos, maps, scheduling tools, payment tools, or client portal functions. Embedded content from other websites may collect data, use cookies, or monitor your interaction with that content according to the third party’s own privacy practices.
How We Share Information
We do not sell your personal information.
We may share information with third-party service providers that help us operate our business and deliver services, including providers for:
- Website hosting
- Cloud storage
- Client portals
- Accounting and workflow tools
- Scheduling and communication tools
- Payment processing
- Identity verification, security, and fraud prevention
- Financial data connectivity providers such as Plaid
We may also disclose information when required by law, regulation, subpoena, court order, professional standards, or to protect our rights, property, systems, clients, or users.
Data Retention
We retain personal and business information for as long as reasonably necessary to provide services, comply with legal, tax, accounting, regulatory, and recordkeeping obligations, resolve disputes, and enforce our agreements.
Retention periods may vary depending on the nature of the information and the services provided.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal and financial information from unauthorized access, use, alteration, or disclosure. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Your Rights and Choices
Depending on your jurisdiction, you may have the right to request access to, correction of, or deletion of certain personal information we hold about you, subject to legal, regulatory, ethical, and recordkeeping requirements.
You may also request information about the personal data we maintain about you by contacting us using the information below.
Third-Party Links and Services
Our website and services may contain links to third-party websites or tools. We are not responsible for the privacy practices, content, or security of those third parties.
Children’s Privacy
Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children under 13.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any updated version will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Privacy Policy or our data practices, you may contact us at:
Mizzen Tax and Accounting LLC
MedTax™
Email: support@medtaxco.com
Website: https://medtaxco.com