Privacy Policy
Mary E. McDonald, CPA
Effective Date: November 2, 2026
Mary E. McDonald, CPA respects your privacy and is committed to protecting the personal information you share with our firm. This Privacy Policy explains how we collect, use, protect, and disclose information through our website and business communications.
Information We Collect
We may collect personal information you voluntarily provide when contacting our firm, requesting services, scheduling appointments, or communicating with us.
This information may include:
Your name and email address.
Your telephone number, when provided directly to us.
Information included in email messages or other communications.
Information necessary to provide professional tax and accounting services.
Our website contact forms request email contact information and do not currently collect telephone numbers.
Our website and its service providers may also collect limited technical information, such as browser details, device information, and website usage data, depending on the website settings and cookies in use.
How We Use Your Information
We use personal information to:
Respond to inquiries and communicate with clients.
Schedule appointments and provide service reminders.
Deliver tax preparation, tax planning, and accounting services.
Notify clients when information is available through our secure client portal.
Maintain business records and meet applicable professional and legal obligations.
Operate, maintain, and protect our website and business systems.
SMS Text Messaging and Consent
Mary E. McDonald, CPA may communicate with clients and prospective clients by text message when they have provided consent.
Text messages may include appointment scheduling, meeting reminders, tax preparation status updates, secure client portal notifications, and responses to client inquiries.
Consent to receive text messages is obtained verbally during a telephone call or in-person conversation. Consent is voluntary and is not required to obtain accounting or tax services.
Message frequency varies depending on the nature of the services and communications. Message and data rates may apply.
You may opt out of receiving text messages at any time by replying STOP. For assistance, reply HELP or contact us at mary@memcdonaldcpa.com.
We do not sell or share your mobile phone number, SMS opt-in information, or SMS consent with third parties or affiliates for marketing or promotional purposes.
SMS consent information is used only to manage authorized text communications. Information may be processed by telecommunications providers and other service providers solely as necessary to deliver and manage those communications.
Text messaging is not intended for transmitting Social Security numbers, tax returns, financial account information, or other sensitive client documents. Please use our secure client portal for confidential information.
Information Sharing and Disclosure
We do not sell personal information.
We may disclose information to service providers that support our website, communications, scheduling, and professional services, subject to appropriate confidentiality and security arrangements.
We may also disclose information when authorized by the client, required by law, or otherwise permitted under applicable legal and professional obligations.
Client tax return information is subject to additional confidentiality and disclosure requirements under applicable law.
Information Security
We use administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or loss.
No internet-based communication or storage system can be guaranteed completely secure. We encourage clients to use our secure client portal rather than ordinary email or text messaging when exchanging sensitive financial or tax information.
Cookies and Website Technology
Our website may use cookies or similar technologies necessary for website operation and, depending on enabled settings, website performance and analytics.
You can manage or restrict cookies through your browser settings and any available website cookie controls.
Information Retention
We retain information for as long as reasonably necessary to provide services, maintain appropriate business records, fulfill professional obligations, resolve disputes, and comply with applicable legal requirements.
Your Privacy Choices
You may contact us to request information about personal data we maintain about you, or to request corrections or deletion where permitted by applicable law and professional recordkeeping requirements.
You may withdraw SMS consent at any time by replying STOP.
Updates to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices, services, technology, or legal requirements. Updates will be posted on this page with a revised effective date.
Contact Us
Mary E. McDonald, CPA
Duluth, Minnesota
Email: mary@memcdonaldcpa.com
Phone: (218) 228-2348
Website: https://memcdonaldcpa.com