Privacy Policy

Plain-English summary: We collect information needed to respond to inquiries, operate our website, and provide professional services when engaged. We do not sell personal information. Please do not submit sensitive tax documents through ordinary website forms unless we specifically request them through a secure method.

• Scope
• Information We Collect
• How We Use Information
• How We Share Information
• Cookies and Analytics
• Security
• Retention
• Your Choices
• Children
• Updates
• Contact

1. Scope

This Privacy Policy explains how MEI CPA, P.C. (“MEI CPA,” “we,” “us,” or “our”) handles information collected through https://meicpa.com, website forms, email communications, phone inquiries, and related online features.

This policy covers website and inquiry information. If you become a client, additional professional, regulatory, tax, confidentiality, engagement-letter, and document-retention obligations may also apply.

2. Information We Collect

We may collect information you provide directly, including your name, email address, phone number, business name, address, inquiry details, requested services, appointment information, and any documents or messages you choose to send.

When you use the website, we may automatically collect technical information such as IP address, browser type, device information, pages viewed, referring pages, approximate location, date and time of visit, and interactions with website features.

If you engage us for services, we may collect additional information needed to perform tax, accounting, ITIN, payroll, bookkeeping, IRS representation, or advisory work. That information may include tax identification numbers, income records, financial statements, notices, entity records, identity documents, payment information, and other records you provide.

3. How We Use Information

We use information to:

• respond to inquiries and appointment requests;
• evaluate whether we can provide requested services;
• prepare for consultations and client onboarding;
• provide professional services after engagement;
• operate, secure, maintain, and improve the website;
• send administrative messages, service updates, and requested information;
• comply with tax, accounting, legal, regulatory, professional, and security obligations;
• protect our rights, users, clients, website, systems, and business.

4. How We Share Information

We do not sell personal information. We may share information when reasonably necessary with:

• service providers that help operate our website, email, scheduling, payment, document, security, hosting, analytics, or business systems;
• government agencies, tax authorities, courts, or regulators when required or authorized by law or by client engagement;
• professional advisers, insurers, software providers, or contractors who assist our firm under appropriate confidentiality expectations;
• another party in connection with a business transaction, such as a merger, acquisition, or transfer of firm assets;
• others with your consent or at your direction.

5. Cookies, Analytics, and Website Tools

Our website may use cookies, pixels, logs, analytics tools, security tools, embedded content, and similar technologies to keep the website functioning, understand usage, improve performance, prevent abuse, and measure marketing or search visibility.

You can adjust browser settings to block or delete cookies. Some website features may not work properly if cookies are disabled.

6. Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No website, email system, or internet transmission is completely secure. Do not send sensitive tax records, identity documents, bank data, or confidential files through ordinary email or public forms unless we direct you to an approved method.

7. Retention

We retain information for as long as reasonably necessary for the purposes described in this policy, including responding to inquiries, maintaining business records, providing services, resolving disputes, enforcing agreements, and meeting legal, tax, accounting, professional, and security obligations.

8. Your Choices

You may contact us to request access to, correction of, or deletion of certain personal information, subject to legal, professional, tax, security, and record-retention limits. You may unsubscribe from non-essential marketing communications by following the instructions in those messages or contacting us.

If you are located in a jurisdiction with specific privacy rights, we will handle applicable requests as required by law.

9. Third-Party Websites

Our website may link to third-party websites or tools, including government resources, software platforms, payment processors, scheduling services, maps, or embedded content. We are not responsible for the privacy practices of those third parties.

10. Children

Our website is intended for adults and business users. We do not knowingly collect personal information from children under 13 through the website.

11. Updates to This Policy

We may update this Privacy Policy from time to time. The effective date above shows when this page was last revised. Continued use of the website after an update means the revised policy applies going forward.

12. Contact Us