Privacy Policy
Effective date: August 6, 2026
This Privacy Policy explains how Meinershagen & Co., LLC (“Meinershagen & Co.,” “we,” “us,” or “our”) collects, uses, and discloses information through mccpa.com and the online features that link to this policy. It does not replace an engagement letter, a client-specific notice, or a consent that applies to professional services.
Information We Collect
We collect information you choose to provide through our contact and scheduling forms, email, telephone calls, and other communications. This may include your first and last name, email address, telephone number, preferred meeting date and time, service or meeting topic, message, preferred office location, and other information you include.
If you become a client, we may also receive financial, tax, payroll, accounting, identity, business, household, and transaction information needed for the agreed professional services. Client information is also governed by the applicable engagement letter, professional obligations, and any additional notice or consent provided for the engagement.
When you use the website, we and our service providers may automatically receive technical information such as your IP address, browser and device information, referring page, pages viewed, approximate location derived from network information, interaction data, and security logs. We may use cookies, tags, pixels, local storage, and similar technologies for these purposes.
How We Use Information
We may use information to:
- respond to inquiries and schedule meetings;
- evaluate and provide requested tax, accounting, payroll, advisory, and related professional services;
- communicate about an inquiry, engagement, account, payment, deadline, or service;
- operate, maintain, secure, troubleshoot, and improve the website and related systems;
- measure website use and the effectiveness of communications or advertising;
- detect and prevent fraud, abuse, security incidents, and unlawful activity;
- maintain business and professional records; and
- comply with legal, regulatory, contractual, and professional obligations and protect our rights.
Cookies, Analytics, Advertising, and Embedded Services
The website uses services that may collect information through cookies or similar technologies. Current website features include Google Tag Manager, Google Analytics and Google Ads technologies, Cloudflare Turnstile, Elementor accessibility tools, Google Maps, an embedded Microsoft Outlook calendar, WordPress and form tools, and related hosting or security services. These providers may process information under their own terms and privacy policies.
You can control many cookies through your browser settings. Blocking cookies or scripts may affect website features. Google also provides controls for advertising personalization and analytics through its own settings and opt-out tools.
Payments and Client Portals
Payment links and embedded payment forms are provided by third-party payment processors. Payment information entered in those services is processed by the applicable provider under its terms and privacy practices. We may receive transaction-related information needed to reconcile, document, or support a payment.
Our client portal is intended for secure document exchange. Please do not submit Social Security numbers, tax documents, bank information, or other sensitive financial information through the general website contact form. Use the client portal or another method approved for your engagement.
How We Disclose Information
We may disclose information to vendors and service providers that support website hosting, security, forms, communications, scheduling, accessibility, analytics, advertising, document exchange, payment processing, and professional operations. We may also disclose information to professional advisers, government authorities, regulators, courts, or other parties when reasonably necessary to comply with law, respond to legal process, enforce agreements, protect rights or safety, or address suspected fraud or security incidents.
We may disclose information in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction, subject to applicable confidentiality obligations.
We do not sell personal information for monetary consideration. Some analytics or advertising activity may be treated as a “sale,” “sharing,” or targeted advertising under certain state privacy laws. Where applicable, you may request to opt out by contacting us as described below.
Tax and Client Information
Information received in a professional engagement may be subject to additional confidentiality, tax-information, and professional requirements. We use and disclose that information as permitted by the engagement terms, applicable law, professional standards, and any authorization or consent you provide. This website policy does not expand our right to use tax return information or other protected client information.
Retention
We retain information for as long as reasonably necessary for the purpose for which it was collected and as needed to provide services, maintain business and professional records, comply with legal or contractual requirements, resolve disputes, enforce agreements, and protect the security and integrity of our systems. Retention periods vary by the type of information and the context in which it was collected.
Security
We use administrative, technical, and physical safeguards designed to protect information in light of its nature and the risks involved. No website, transmission method, or storage system is completely secure. If you believe information you provided to us may have been compromised, contact us promptly.
Your Choices and Privacy Requests
Depending on where you live and subject to applicable exceptions, you may have rights to request access to, correction of, deletion of, or a copy of certain personal information, or to object to or limit certain uses. You may also have a right to opt out of certain targeted advertising, sharing, or sales as those terms are defined by applicable law.
To submit a request, email lorne@mccpa.com or use our contact page. We may need to verify your identity and authority before completing a request. We may retain or decline to delete information when permitted or required for legal, professional, security, recordkeeping, or contractual reasons.
Children's Privacy
The website is intended for adults and businesses and is not directed to children under 13. We do not knowingly collect personal information through the website from children under 13. If you believe a child provided information through the website, contact us so we can review the matter.
External Links and Services
The website links to or embeds services operated by other organizations, including government websites, maps, calendars, payment services, social platforms, and the client portal. Their privacy and security practices are governed by their own policies, not this Privacy Policy.
Changes to This Policy
We may update this Privacy Policy as our website, services, or legal obligations change. The effective date at the top shows when the current version took effect. Material changes may also be communicated by an additional notice where appropriate.
Contact Us
Questions or requests about this Privacy Policy may be sent to Meinershagen & Co., LLC at lorne@mccpa.com or through our contact page.