How MKB Collects, Uses, and Protects Your Information.

1. Business Information

This website is owned and operated by MKB Financial Group LLC.

Business Address:
5520 Johnston St PMB 1307, Ste K
Lafayette, LA 70503

Phone: 833-379-2230
Email: [email protected]
Website: mkbfinancialgroup.com

2. Information We Collect

MKB Financial Group may collect information you voluntarily provide when you visit our website, complete a form, request a consultation, begin client intake, upload documents through a secure link, make a payment, or communicate with us.

Information we may collect includes:

• Name, business name, mailing address, email address, and phone number.
• Business structure, entity type, industry, service needs, and business financial details.
• Information submitted through consultation, intake, payment, or document request forms.
• Tax, bookkeeping, payroll, business formation, compliance, or financial information needed to provide requested services.
• Documents provided through secure upload links or client portals.
• Payment-related information processed through a third-party payment provider.
• Communication records, including emails, SMS/text messages, calls, form submissions, and client notes.
• Website usage information collected through cookies, analytics, pixels, or similar tracking technologies.

3. How We Collect Information

MKB may collect information through:

• Website forms and contact forms.
• GoHighLevel forms, workflows, funnels, CRM tools, emails, and SMS communications.
• Cognito Forms used for client intake, service requests, or document collection workflows.
• Secure client portal links or secure document upload links.
• Email, phone, text/SMS, and direct communications.
• Stripe or other payment links used to process payments.
• Cookies, analytics tools, advertising pixels, and tracking technologies.

4. How We Use Your Information

MKB may use collected information to:

• Respond to inquiries and consultation requests.
• Determine whether MKB’s services are a good fit for your needs.
• Provide bookkeeping, payroll support, tax preparation, tax planning, business formation support, compliance support, and related services.
• Create client records, engagement workflows, onboarding steps, and document requests.
• Communicate by email, phone, SMS/text message, or other approved communication methods.
• Send appointment reminders, service updates, document reminders, payment reminders, and follow-up messages.
• Process payments and maintain payment records.
• Improve website performance, advertising, marketing, client experience, and service delivery.
• Comply with applicable professional, tax, financial, legal, recordkeeping, and security obligations.

5. Text Message and Email Communications

By submitting your phone number, email address, or communication preferences through MKB’s website, forms, or client intake process, you authorize MKB Financial Group to contact you by phone, email, and SMS/text message regarding your inquiry, consultation, client onboarding, documents, payments, appointments, services, reminders, and related business communications.

Message frequency may vary. Message and data rates may apply. You may opt out of SMS/text messages by replying STOP. You may request help by replying HELP or contacting MKB directly.

MKB does not sell mobile opt-in information or SMS consent information to third parties for their independent marketing purposes.

6. Cookies, Analytics, and Tracking

MKB may use cookies, analytics, advertising pixels, and similar technologies to understand website traffic, measure advertising performance, improve website functionality, and deliver relevant content or marketing.

These tools may collect information such as browser type, device information, pages visited, links clicked, approximate location, referral source, and interactions with website content. You can control some cookie settings through your browser or device settings.

7. Third-Party Service Providers

MKB may use third-party service providers to support website hosting, forms, CRM, email, SMS/text messaging, secure document collection, bookkeeping, payroll support, tax preparation, payment processing, analytics, advertising, and client management.

These providers may include, but are not limited to:

• GoHighLevel for CRM, forms, automation, email, SMS, funnels, and client communication workflows.
• Cognito Forms for online forms, intake forms, workflow forms, and secure form submissions.
• Stripe for payment processing.
• Bookkeeping, payroll, tax software, secure portal, document storage, email, analytics, and communication providers used in the normal course of business.

These third parties may process information according to their own privacy policies, security practices, and terms of service.

8. Payment Information

Payments may be processed through Stripe or another approved third-party payment processor. MKB does not store full payment card numbers on its website. Payment processors may collect and process payment details, billing information, fraud prevention information, transaction records, and related payment data according to their own privacy and security policies.

9. How We Share Information

MKB does not sell client tax, financial, bookkeeping, payroll, or business records. MKB may share information only as reasonably necessary to:

• Provide services requested by you.
• Use third-party software, portals, payment processors, or service providers.
• Communicate with tax, bookkeeping, payroll, or business support platforms as needed for service delivery.
• Comply with tax, legal, regulatory, professional, court, or government requirements.
• Protect MKB’s rights, security, business operations, or client relationships.
• Respond to authorized requests or instructions from you.

10. Data Security

MKB takes reasonable administrative, technical, and organizational steps to protect information from unauthorized access, loss, misuse, disclosure, or alteration. However, no website, online form, email system, portal, software platform, or internet transmission can be guaranteed 100% secure.

Clients should avoid sending sensitive tax, payroll, bank, identity, or financial documents by regular email unless specifically instructed. Sensitive documents should be submitted only through secure links, secure forms, or secure portals provided by MKB.

11. Data Retention

MKB may retain client and business records for as long as necessary to provide services, maintain business records, comply with tax and professional obligations, resolve disputes, enforce agreements, and meet legal or operational requirements.

Records may be kept in secure digital systems, cloud platforms, CRM systems, document portals, tax software, bookkeeping software, payment systems, email systems, or other business tools used by MKB.

12. Your Choices and Requests

You may contact MKB to request that your contact information be updated, corrected, or removed from certain marketing communications. Some records may need to be retained for tax, legal, professional, billing, security, or business purposes.

To make a privacy-related request, contact MKB at [email protected].

13. Children’s Privacy

MKB’s website and services are intended for adults and business clients. We do not knowingly collect information from children under 13 through this website. If you believe a child has provided information to MKB, please contact us.

14. Affiliate Links and Third-Party Links

The MKB website may contain links to third-party websites, tools, platforms, resources, or affiliate services. MKB is not responsible for the privacy practices, content, services, or security of third-party websites.

If MKB provides a notary-related link or other affiliate link, that service may be offered by a third-party provider. MKB may receive a referral benefit, commission, or affiliate credit if you use certain links. MKB does not personally provide notary services unless expressly stated in writing.

15. Updates to This Privacy Policy

MKB may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised “Last Updated” date. Continued use of the website or services after updates means you acknowledge the updated policy.

16. Contact MKB

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

MKB Financial Group LLC
5520 Johnston St PMB 1307, Ste K
Lafayette, LA 70503
Phone: 833-379-2230
Email: [email protected]