rev. Feb 2024

WHAT DOES MAINSTAGE TAX LLC (“MAINSTAGE”) DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and transaction history

  • account balances and payment history

  • credit history and credit scores

How?

All financial companies need to share customers' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers' personal information; the reasons MainStage chooses to share; and whether you can limit this sharing.

Reasons we can share your information // Does MainStage share? // Can you limit this sharing?

For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus // Yes // No

For our marketing purposes— to offer our products and services to you // Yes // No

For joint marketing with other financial companies // Yes // No

For our affiliates’ everyday business purposes— information about your transactions and experiences // No // We don’t share

For our affiliates’ everyday business purposes— information about your creditworthiness // No // We don’t share

For nonaffiliates to market to you // No // We don’t share

Who we are

Who is providing this notice?

This notice is provided by MainStage Tax LLC. and is applicable to your U.S. MainStage account.

What we do

How does MainStage protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does MainStage collect my personal information?

We collect your personal information, for example, when you

  • open an account or seek financial or tax advice

  • give us your contact information or give us your income information

  • apply for a loan

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness

  • affiliates from using your information to market to you

  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing. See below for more on your rights under state law.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • MainStage does not share with our affiliates.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Our joint marketing partners are financial service companies.

Other important information

For Vermont Residents:

  • We will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report, or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures.

  • Additional information concerning our privacy policies can be found at https://www.mainstagetax.com/.

For California Residents: In accordance with California law, we will not share information we collect about California residents with nonaffiliates, unless the law allows. For example, we may share information with your consent, to service your accounts. We will limit sharing among our companies to the extent required by California law.

 

For Nevada Residents: This notice is provided under state law. You may be placed on our internal Do Not Call List by calling 1-800-472-5625. For more information on this law, you may contact Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Ave., Ste 3900, Las Vegas, NV 89101; telephone: 702.486.3132; email: aginfo@ag.nv.gov.

*We do not share information about your creditworthiness with affiliates for their everyday business purposes. However, we may share information about your creditworthiness with affiliates for other purposes, with your consent.