Privacy Policy - Magnolia CPA

Last updated: May 2026

Magnolia CPA ("we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. This is a general template and should be reviewed by qualified legal counsel before relying on it.

Information we collect

We collect information you choose to provide, such as when you submit our consultation form or contact us by email or phone. This may include your name, business name, email address, phone number, and any details you share about your situation.

Like most websites, we may also collect limited technical information automatically, such as your browser type, device, and general usage patterns, to help us improve the site.

How we use your information

To respond to your inquiries and provide the services you request.
To communicate with you about your engagement, our services, or your questions.
To maintain and improve our website.

How we share information

We do not sell your personal information. We may share information with trusted service providers who help us operate our business (for example, our secure document portal), and as required to comply with the law.

How we protect your information

We use reasonable administrative and technical safeguards to protect your information, including a secure client portal for exchanging sensitive documents.

Your choices

You may opt out of non-essential communications at any time. To request access to, correction of, or deletion of your information, please contact us using the details below.

Contact us