Effective Date: July 16, 2026
Massey and Company, 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, use our services, or interact with us.
As a Certified Public Accounting firm, we are also bound by professional standards of confidentiality, including the AICPA Code of Professional Conduct and applicable federal and state laws regarding financial privacy.
1. Information We Collect
We collect information that identifies, relates to, describes, or could reasonably be linked with you or your business (“Personal Information”).
Information You Provide to Us
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Identifiers: Name, signature, Social Security Number (SSN), Employer Identification Number (EIN), driver’s license number, or passport number.
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Contact Details: Email address, phone number, mailing address, and billing address.
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Financial Information: Bank account numbers, credit card numbers, tax returns, payroll records, financial statements, and investment data.
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Employment Information: Job title, salary history, and employee data (for payroll/business clients).
Information Collected Automatically
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Usage Data: IP addresses, browser types, operating systems, and pages visited on our website.
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Cookies: We use cookies to improve website functionality and analyze traffic.
2. How We Use Your Information
We use the collected information strictly to deliver professional services and maintain business operations.
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Providing Services: Preparing tax returns, auditing, bookkeeping, and providing financial consulting.
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Communication: Responding to inquiries, sending invoices, and providing critical tax updates.
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Security: Preventing fraud, protecting financial data, and securing our digital portals.
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Legal Compliance: Complying with federal, state, and local regulatory mandates (e.g., IRS regulations).
3. How We Share Your Information
We do not sell, rent, or trade your Personal Information to third parties.
We only share your information under the following limited circumstances:
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Third-Party Service Providers: We may share data with trusted vendors who assist us in operating our business (e.g., cloud storage, specialized tax software, secure payment processors). These providers are legally bound to protect your data.
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With Your Consent: We will share information with third parties, such as banks or mortgage lenders, only if you explicitly direct us to do so.
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Legal Obligations: We may disclose information if required by law, subpoena, or regulatory authorities (e.g., the IRS or state boards of accountancy).
4. Data Security
We implement rigorous technical, administrative, and physical security measures to protect your sensitive financial data.
- Secure, encrypted client portals for all document transmissions.
- Multi-factor authentication (MFA) on all internal systems.
- Periodic security audits and employee training on data protection.
- Firewalls and data encryption both at rest and in transit.
5. Data Retention
We retain your personal and financial records only as long as necessary to fulfill the purposes outlined in this policy, comply with professional accounting standards, or satisfy legal and tax retention requirements, typically 7 years for tax compliance records.
6. Your Rights and Choices
Depending on your jurisdiction, you may have specific rights regarding your personal information:
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Access & Review: You have the right to request copies of the records we hold for you.
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Corrections: You can request updates or corrections to inaccurate information.
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Opt-Out: You can opt out of receiving promotional emails from us at any time by clicking the “unsubscribe” link.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The “Effective Date” at the top will indicate when the policy was last revised.
8. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
