Privacy Policy

Mary Ann Hair, CPA ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect the following types of information:

• Contact information — name, email address, phone number, and business name when you submit our contact form or create a client portal account.
• Financial and tax documents — files you upload to our secure client portal for the purpose of tax preparation or accounting services.
• Usage data — anonymized data about how you use our website (pages visited, time on page) via analytics tools.
• Communications — emails, messages, and other correspondence you send us.

How We Use Your Information

We use the information we collect to:

• Provide tax preparation, bookkeeping, and advisory services
• Respond to your inquiries and schedule consultations
• Send you service-related communications and reminders
• Improve our website and services
• Comply with legal obligations (including IRS requirements)

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties. We may share information only in these limited circumstances:

• Service providers — third-party vendors who assist in delivering our services (e.g., email delivery, cloud storage), bound by confidentiality agreements.
• Legal requirements — when required by law, court order, or governmental authority.
• With your consent — for any other purpose with your explicit consent.

Document Security

Documents you upload to our client portal are stored using industry-standard encryption and are accessible only to authorized personnel. We use SSL/TLS encryption for all data transmission. Documents are never stored in publicly accessible locations.

Cookies

Our website uses cookies to enhance your browsing experience. These include session cookies (deleted when you close your browser) and analytics cookies (anonymized, for website improvement). You can disable cookies in your browser settings, though some features may not function properly.

Your Rights

You have the right to access, correct, or request deletion of your personal information. To exercise these rights, contact us at info@maryannhaircpa.com. California residents may have additional rights under the CCPA.

Data Retention

We retain client records for a minimum of 7 years as required by IRS regulations and professional standards. Contact information from non-clients may be deleted upon request.

Contact Us

If you have questions about this Privacy Policy, please contact us at:

Mary Ann Hair, CPA
Houston, TX area
(832) 512-7508
info@maryannhaircpa.com