Your information, handled with care.

Who we are

MKB Financial Group (“MKB,” “we,” “us”) provides business financial management (bookkeeping and payroll), business solutions, tax services and record relief administrative assistance to clients in Louisiana, Texas and virtually. You can reach us at 833-379-3320 or info@mkbfinancialgroup.com.

Information we collect

• Information you give us on our website: your name, email, phone number, business name and details, the services you’re interested in, and anything you write in a form.
• Information you give us to provide our services: through your secure client portal or a private intake link, such as tax, payroll, bookkeeping, business and identity information and documents. Sensitive numbers (for example Social Security numbers, EINs and bank account numbers) are encrypted when stored.
• Communication preferences: whether you agreed to receive marketing emails or text messages, and when and how you agreed or opted out.
• Basic technical information: such as your browser type and pages visited, and whether a marketing email was opened or a link in it was clicked.

How we use information

• To respond to your requests and provide, manage and bill for the services you engage us for.
• To send service messages, such as intake links, document requests, reminders, receipts and replies to your questions.
• To send marketing emails and text messages — only as described below, and you can opt out at any time.
• To protect our clients and our business, and to meet legal, tax and regulatory obligations.

Text messaging

We send marketing text messages only to people who agreed to receive them, for example by checking the optional text consent box on our website forms or by texting START to our number. Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to opt out at any time. See our Text Message Terms.

How we share information

We do not sell your personal information. We share it only:

• With service providers who help us operate — for example secure hosting, email and text message delivery, payment processing, and tax and accounting software — and only as needed to provide their services to us.
• With government agencies, courts or others when you ask us to file or request something on your behalf, or when required by law.
• With your permission, for example with an attorney or another professional you ask us to work with.

Tax return information is kept confidential and is used or disclosed only as federal law allows, or with your written consent.

How we protect information

We use encryption, access controls, sign-in verification and activity logs to protect your information. Sensitive documents are shared through your secure client portal — we never ask you to email Social Security numbers, bank account numbers or tax documents. No system is perfectly secure, so please contact us right away if you believe your information has been misused.

Your choices

• Email: use the unsubscribe link in any marketing email.
• Text messages: reply STOP to any message. Reply START to resubscribe.
• Your information: contact us to review, correct or ask us to delete your information. Some records must be kept for a period of time by law.

Keeping information

We keep information as long as needed to provide our services and to meet legal, tax and professional record-keeping requirements, then securely delete it.

Children

Our website and services are not directed to children under 13, and we do not knowingly collect their information online.

Changes to this policy

We may update this policy. The effective date at the top shows when it last changed.

Contact us

MKB Financial Group · 833-379-3320 · info@mkbfinancialgroup.com