Legal and disclosures

Privacy Policy

This Privacy Policy explains how MMVFO may collect, use, and protect information submitted through this website. Public forms are intended for initial contact and should not be used to send sensitive tax, financial, legal, or account documents.

Information collection and use

MMVFO may collect personal information that a visitor chooses to provide, such as name, email address, phone number, role, organization, general issue category, and other information needed to contact or identify the visitor and evaluate fit.

Public form boundary

Do not submit tax returns, K-1s, IRS or state notices, SSNs, EINs, account numbers, financial statements, or other sensitive documents through a basic public form. If documents are needed, MMVFO provides a secure portal or approved secure upload process after qualification.

Log data

When visitors use the site, MMVFO may receive log data such as IP address, browser version, pages visited, time and date of visits, time spent on pages, referring pages, and related statistics.

Cookies

The site may use cookies to improve website functionality, understand site usage, remember preferences, and support analytics or embedded services. Visitors can manage cookies through browser settings.

Service providers

MMVFO may use service providers to host the website, operate forms, provide analytics, schedule meetings, maintain security, support communications, or perform other website-related services. Service providers may access information only as needed to perform those tasks.

Security

MMVFO uses commercially reasonable means to protect personal information, but no method of transmission over the internet or electronic storage is completely secure.

External links

The site may link to external websites that MMVFO does not operate. Visitors should review those websites’ privacy policies and terms before engaging in business or uploading information.

Children’s privacy

The site is not directed to children under 13, and MMVFO does not knowingly collect personal information from children under 13.

Contact and your rights

Questions about this Privacy Policy, or requests relating to personal information submitted through this website, may be sent to info@mmvfo.com. Please include the request type and the page or form involved so the inquiry can be routed appropriately.

MMVFO generally retains personal information only as long as reasonably needed for the purpose for which it was provided, such as responding to an inquiry, evaluating fit, meeting legal, regulatory, or professional recordkeeping obligations, or resolving disputes, and then deletes or de-identifies it.

Residents of California and certain other states may have rights under applicable state privacy laws, including the California Consumer Privacy Act as amended by the California Privacy Rights Act (CCPA/CPRA), such as the right to know what personal information is collected, the right to request access, correction, or deletion, and the right not to be discriminated against for exercising those rights. Requests may be submitted to info@mmvfo.com and are reviewed and honored where required by applicable law, generally after reasonable verification of identity.

Changes

MMVFO may update this policy from time to time by posting revised language on this page.