Privacy Policy
Last updated: July 19, 2026
This page is provided as a public draft and must be reviewed and approved by McNeel CPA's business and legal advisers.
Scope
This policy describes information handling for mcneelcpa.com, including consultation, employment-interest, newsletter, and private-feedback forms and the website chat. It does not replace notices provided under a client engagement or by a financial-product provider.
Information We Collect
We may collect your name, email, phone number, state, preferred office or service method, communication preference, general message, employment-interest details, feedback, consent selections, and similar information you choose to submit. We may also receive basic device, browser, page, referral, and interaction data used to operate and understand the website.
Forms, Chat, and Analytics Providers
Website forms are processed through Web3Forms. Website chat is provided through Tawk.to. Website usage analytics may be processed through Vercel Analytics. These providers may process submitted information and technical data under their own terms and privacy practices. Do not use forms or chat to transmit sensitive tax or financial records.
How We Use Information
We use information to respond to inquiries and feedback, evaluate service or employment interest, route requests, communicate about requested services, operate and secure the website, maintain records, improve website usability, and comply with applicable legal and professional obligations.
Sensitive Information and Tax Documents
Do not submit Social Security numbers, taxpayer identification numbers, banking details, account credentials, government identification, tax returns, W-2s, 1099s, or other tax documents through website forms, chat, or ordinary email. Contact an office first for an approved document-delivery method. A website submission does not create a client relationship.
Sharing and Disclosure
We may share information with service providers that support website hosting, forms, chat, analytics, communications, security, and professional operations; with advisers; when required by law or professional obligations; to protect rights and security; or as part of a business transaction. We do not state that website-submitted information is sold.
Retention and Security
We retain information for as long as reasonably needed for the purposes described above, recordkeeping, dispute resolution, security, and legal or professional obligations. No transmission or storage method is completely secure, so sensitive records should be delivered only through an office-approved method.
Your Choices
You may choose not to submit a website form and may contact an office by phone. You may request correction or deletion of website inquiry information, subject to applicable recordkeeping and legal obligations. Browser controls may limit certain cookies or similar technologies used by third-party services.
Children and External Links
The website is intended for people seeking tax and accounting information and is not directed to children. External sites and services have their own privacy practices, which McNeel CPA does not control.
Changes and Contact
We may revise this policy as practices or requirements change. Privacy questions or requests may be directed to Billy@mcneelcpa.com or 601-656-5568.