Use our mobile application to submit your information and tax documents securely from the comfort of your home.
If you decide you want to stop by our office or schedule a call with one of our tax preparers, simply use the app to set up an appointment.
Have a question or concern, we have you covered all you have to do is use the LiveChat feature on the app.
YOUR DATA SECURITY IS OUR PRIORITY
We know that we work with sensitive taxpayer information. That is why security is at the highest priority of everything we do. Our mobile apps and dashboard include:
Triple Data Encryption
Secure Account Accessibility
24/7 scans, restrictions, and reports
Security monitoring and reporting tool
EVERYTHING YOU NEED FOR YOUR BUSINESS TAXES
Business clients can set up an account to upload, track, store their receipts/expenses, mileage, income, add clients, add products, submit invoices, and much more from the Maitland & Associates Tax App. The best thing about using this service is that we are able to file your taxes using everything you sent so you don't have to worry about locating every document to file your business taxes. You get all of this without losing the expert advice you can trust!
Click Image From Your Mobile Device To Install Our Free App.
Easily record, track and save your business income
Never have to ever worry about losing receipts or expense documents again
Record, store, and track miles traveled for business
Provide staff the benefit of preparing for their tax return
Send customers an invoice for your products/services directly from our app
This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.
In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.
While our intent is to make transmissions to and from this web site secure, it is understood that no warranty of security can be made and that unforeseen security breaches by "hackers" is a possibility, however slight.
Reproduction of part or all of the contents on this site in any form is prohibited other than for individual use only and it may not be shared with any third party. All content on this site is copyright protected and/or trademarked as appropriate and may not be copied, duplicated or altered in any way...
To Our Individual Clients:
A. Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also provide various tax and financial planning services to you at your request.
Examples of sources from which we collect information include:
interviews and phone calls with you,
letters or e-mails from you,
tax return or financial planning organizers, and
financial history questionnaires.
B. Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
To comply with a validly issued and enforceable subpoena or summons.
In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of organization.
In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)
C. Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of out firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
Thank you for allowing us to serve your accounting, tax, and financial planning needs. We value your business and are committed to protecting you privacy. We hope you view our firm as your most trusted advisor and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.