Privacy Policy

Last Updated: January 2025

Overview

At McCoy Tax & Advisory, PLLC, we take the protection and proper handling of your personal information seriously. As Certified Public Accountants, we adhere to strict professional and ethical standards regarding confidentiality. This privacy policy outlines how we collect, use, protect, and handle your information.

Information Collection

In providing our financial services, we collect:

  • Information you provide directly to us

  • Information obtained with your authorization

  • Both public and non-public personal information

Information Sharing

We maintain strict confidentiality of your information and only share it under specific circumstances:

  1. With tax authorities for required tax return filing

  2. With authorized government agencies (e.g., Social Security Administration for payroll reporting)

  3. With financial lending companies when explicitly authorized by you

  4. With other professionals (e.g., attorneys) working on your behalf, with your prior approval

  5. With payment processors when processing service payments via credit card or check

Security Measures

We implement comprehensive security measures including:

  • Physical safeguards

  • Electronic protection systems

  • Procedural controls

All measures comply with industry standards and regulatory requirements.

Third-Party Services

We partner with trusted third-party providers for:

  • Tax and financial record processing

  • Secure document storage and exchange

  • Electronic signature services

  • Website hosting and maintenance

  • Social media management

  • IT infrastructure and network systems

We carefully select our third-party partners based on their privacy standards and ensure they meet or exceed industry requirements. While we reserve the right to change our service providers, we maintain strict vetting processes for all partners.

Client Responsibilities

To maintain information security, we expect clients to:

  • Never send personal financial information through unsecured email or social media

  • Use our secure portal for document exchange

  • Follow our recommended security protocols when sharing information

  • Take responsibility for protecting their personal information during exchanges

Communication Security

We implement the following security measures for communications:

  • Password-protected file sharing

  • Secure email systems when requested

  • Dedicated secure portal for document exchange

  • No exchange of personal information through social media

Record Retention

Our retention policy includes:

  • Maintaining tax returns and supporting documentation for seven years (per IRS requirements)

  • Secure destruction of records beyond the retention period

  • Professional shredding services under direct supervision

Changes to Privacy Policy

We reserve the right to update this privacy policy as needed. Clients will be notified of significant changes.

Contact Information

For questions about our privacy practices or third-party partnerships, please contact our office at taxes@mccoytaxcpa.

Your Acceptance

By utilizing our services, you acknowledge and accept:

  • Our privacy practices as outlined in this policy

  • The use of our selected third-party service providers

  • Your responsibility in protecting your personal information when sharing it with us

  • The privacy policies of our third-party partners

This policy is effective as of January 1, 2025 and supersedes all previous versions.