Privacy Policy

Effective Date: January 1, 2026

McGriff, CPA, PLLC (“we,” “us,” or “our”) is committed to protecting the confidentiality and security of personal and financial information obtained from clients and visitors to our website.

In the course of providing services, we may collect personal information such as names, addresses, email addresses, telephone numbers, dates of birth, Social Security Numbers, and Taxpayer Identification Numbers, as well as financial and tax-related information including income and expense records, payroll data, bank account information, and federal or state tax documents. We may also collect limited technical information from website visitors, such as IP addresses, browser or device information, pages visited, and information voluntarily submitted through contact forms.

Information collected is used solely for legitimate business and professional purposes, including providing requested services, preparing and filing tax returns and related forms, communicating with clients, maintaining internal records, and complying with applicable legal, regulatory, and professional obligations. We do not sell, rent, license, or otherwise disclose personal or financial information for marketing or commercial purposes.

Client information may be disclosed only when necessary to provide services or when legally required. This may include disclosure to federal, state, or local taxing authorities; to third-party service providers that support our operations such as tax software platforms, secure document portals, cloud storage providers, or electronic signature services; when required by law, regulation, subpoena, or court order; or with the client’s written authorization. All third-party service providers are required to maintain appropriate confidentiality and data security standards.

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal and financial information from unauthorized access, use, or disclosure. These safeguards include secure systems, encrypted data transmission where appropriate, restricted access on a need-to-know basis, and secure record retention and disposal practices. While we take reasonable precautions, no method of data transmission or storage can be guaranteed to be completely secure.

In accordance with the Gramm-Leach-Bliley Act and related regulations, we maintain a Written Information Security Program that governs how client information is protected, monitored, and managed. Client records are retained for periods consistent with IRS requirements, applicable laws, and professional standards, and are securely destroyed when no longer required.

Clients may request to review or update their personal information by contacting us, subject to legal, regulatory, and professional limitations. This Privacy Policy may be updated periodically, and any changes will be posted on this page with a revised effective date.

Website functionality may involve the limited use of cookies or analytics tools to improve performance and user experience. These tools do not collect sensitive financial or tax information. Website visitors may control cookie settings through their browser preferences.

By using this website or engaging our services, you acknowledge and agree to the terms of this Privacy Policy.