1. Introduction
At McCallson Tax & Accounting LLC, we are committed to protecting your privacy. This Privacy Policy describes how we collect, use, and safeguard your personal data.
2. Information We Collect
We may collect the following personal information:
- Name
- Address
- Email address
- Phone number
- Social Security Number (SSN)
- Date of birth
- Other sensitive data for tax filing purposes
We collect this information via:
- Web forms
- Our secure client portal (ATOM)
- Text messaging
3. Use of Information
We use your information to:
- Deliver tax, payroll, and bookkeeping services
- Communicate regarding appointments, documents, and filings
- Comply with federal and state requirements
4. Third-Party Sharing
We may share your data securely with:
- IRS and other tax authorities
- State agencies (e.g., Kansas Department of Revenue)
- Software providers (e.g., ATOM, QuickBooks)
Only data necessary for service delivery or compliance will be shared.
5. Data Security
We use:
- Data encryption
- VPN for remote access
- Secure servers and firewalls
- Access controls to limit exposure
6. Data Retention
We retain data for up to 7 years, or until a client requests removal in writing, as permitted by law.
7. Cookies and Tracking
We currently do not use cookies or tracking technologies. In the future, we may implement website analytics. If so, this policy will be updated accordingly.
8. User Rights
You have the right to:
- Request access to your personal data
- Update or correct your data
- Request deletion, where applicable
To exercise your rights, contact us at:
📞 (785) 263-2161
📧 [email protected]
9. Third-Party Links
We link to:
- Our secure portal (ATOM)
- IRS.gov
- Kansas Department of Revenue
We are not responsible for the privacy practices or content of these sites.
10. Governing Law
This Privacy Policy is governed by the laws of the State of Kansas.