Our Privacy Policy

M.S. Phelps CPA PLLC (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us through our website and in the course of working with our firm.

  We may collect personal information you voluntarily provide, including:

•  Name
• Email address
• Phone number
• Business information
• Tax, accounting, and financial information you submit through contact forms, intake forms, or secure document requests

We may also collect limited technical information automatically, such as:

• IP address
• Browser type
• Device information
• Pages visited on our website
• General website usage data through cookies or analytics tools

We may use your information to:

• Respond to inquiries and schedule consultations
• Provide tax, bookkeeping, accounting, and advisory services
• Communicate about services, proposals, onboarding, and client support
• Maintain internal records and comply with legal, regulatory, and professional obligations
• Improve website functionality, performance, and user experience
• Protect against fraud, unauthorized access, or misuse

Our website may use cookies and similar technologies to understand website traffic and improve performance. You can usually control cookies through your browser settings. Disabling cookies may affect certain website functions.

We do not sell your personal information. We may share information only in limited circumstances, including:

• With service providers who help us operate our website or business systems
• With software platforms used to deliver accounting, tax, bookkeeping, or communication services
• When required by law, regulation, subpoena, or professional standards
• To protect our rights, clients, website, or business operations
• In connection with a business transfer, merger, or reorganization, if applicable 

We take reasonable administrative, technical, and organizational measures to safeguard personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy, provide services, comply with legal and professional obligations, resolve disputes, and enforce agreements.

You may contact us to:

• Request access to personal information we hold about you
• Request correction of inaccurate information
• Ask questions about how your information is used
• Opt out of non-essential marketing communications, if any

We may need to retain certain information where required for legal, tax, accounting, or regulatory purposes.

Our website may contain links to third-party websites or tools. We are not responsible for the privacy practices or content of those third parties.

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children 

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. 

This draft is a general website privacy policy for a CPA firm and may need review by legal counsel to ensure compliance with all laws that may apply to your business, including state privacy laws, data security obligations, and any industry-specific requirements.