Privacy Policy

MTP Enterprises LLC, also known as MTP Tax, respects your privacy. This Privacy Policy explains how we collect, use, store, and protect information submitted through our website, forms, applications, communications, enrollment pages, and related services.

Information We Collect

We may collect personal and business information including your name, email address, phone number, mailing address, business name, PTIN/SIDN information, EFIN information, Tax ID information, identification details, uploaded documents, application responses, program selections, payment-related information, and other information you voluntarily provide.

How We Use Your Information

We use submitted information to review applications, process enrollment requests, provide software access, manage onboarding, verify program eligibility, deliver support, send updates, communicate next steps, operate CRM systems, manage workflows, and provide services connected to tax software, ERO enrollment, service bureau support, credit services, business formation, and related business programs.

SMS, Email, and Communication Consent

By providing your phone number and submitting your information through this website, you consent to receive phone calls, SMS text messages, emails, and automated communications from MTP Enterprises LLC, also known as MTP Tax, regarding your inquiry, enrollment, application, account, onboarding, services, reminders, appointments, support requests, and related opportunities.

Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of SMS communications at any time. Reply HELP for assistance.

SMS consent and phone numbers collected for SMS communication purposes will not be shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.

Document Uploads

If you upload documents through our forms, those files may be stored through our website, CRM, software platforms, or third-party service providers. Please only upload documents requested for review, verification, onboarding, compliance, or service-related purposes.

Third-Party Services

MTP may use third-party platforms for website hosting, CRM management, forms, automations, email delivery, SMS messaging, phone systems, tax software access, bank product enrollment, payment processing, document storage, analytics, and support. These providers may process information only as needed to support our services and business operations.

Information Sharing

We do not sell your personal information. We may share information with trusted service providers, software partners, bank product partners, compliance partners, support teams, payment processors, CRM platforms, or legal authorities when necessary to provide services, complete onboarding, comply with legal requirements, protect our business, or fulfill your requested services.

We do not share, sell, rent, or disclose SMS consent information or mobile phone numbers to third parties or affiliates for marketing or promotional purposes.

Data Security

We take reasonable steps to protect submitted information. However, no website, software platform, CRM, email system, SMS platform, or online transmission is guaranteed to be 100% secure. By using our website and services, you understand that submitting information online carries some level of risk.

No Tax, Legal, or Financial Advice

Information on this website is provided for general informational and business purposes only. It should not be considered tax, legal, financial, compliance, or professional advice. You are responsible for following all applicable laws, regulations, IRS requirements, software rules, bank product requirements, and professional obligations.

Your Choices

You may request access, correction, or deletion of your personal information by contacting us. Certain information may be retained when required for business, compliance, legal, tax, operational, security, or recordkeeping purposes.

Opt-Out Rights

You may opt out of SMS messages by replying STOP. You may request assistance by replying HELP. You may unsubscribe from marketing emails using the unsubscribe link when available or by contacting us directly.

Updates To This Policy

MTP may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us at:

support@mtp.tax