Privacy policy
Information we collect
We collect the details you share when you request a consultation or engage our services, including your name, business name, email address, phone number, and the accounting, payroll, and tax records needed to complete the work.
We also collect limited technical information automatically, such as browser type, device type, referring page, and pages viewed, to keep the site secure and understand which content is useful.
How we use information
- Delivering bookkeeping, accounting, tax preparation, and advisory services.
- Responding to inquiries and scheduling consultations.
- Meeting professional, regulatory, and recordkeeping obligations.
- Improving the security, reliability, and clarity of our website.
We do not sell personal information, and we do not use client financial records for advertising.
Sharing and service providers
We share information only with service providers that support our work, such as accounting platforms, secure document storage, and email delivery, and only to the extent needed to perform their function. Providers are bound by confidentiality obligations. We may also disclose information where required by law or with your written authorization.
Data retention and security
Client records are retained for the period required by applicable professional and tax recordkeeping standards, then securely destroyed. We use access controls, encryption in transit, and least-privilege permissions to protect information. No method of transmission or storage is completely secure, so we encourage sending sensitive documents through the secure channels we provide.
Your choices and rights
You may request access to, correction of, or deletion of your personal information, and you may opt out of non-essential email at any time using the unsubscribe link. Residents of states with comprehensive privacy laws, including California, Colorado, Connecticut, Texas, and Virginia, may have additional rights, such as the right to know what is collected and the right to appeal a decision on a request.
Children's privacy
Our services are intended for businesses and adults. We do not knowingly collect personal information from children under 13.
Changes and contact
We will post any updates on this page with a revised date. Questions about this policy can be sent to privacy@meridianadvisory.example.