Privacy Policy

Last Updated: February 26, 2025

Meriwether, Wilson & Company, PLLC
4500 Westown Pkwy # 140,
West Des Moines, IA 50266
(515) 223-0002
info@meriwether.cpa
https://www.meriwether.cpa/

Meriwether, Wilson & Company, PLLC (“Company,” “We,” “Us,” “Our”) is committed to protecting your privacy. This Privacy Policy (“Policy”) explains how we collect, use, and safeguard your personal information when you interact with our website (https://www.meriwether.cpa/), contact us via email, phone, or other communication channels, or engage with our services.

By using our website or services, you acknowledge and agree to the terms outlined in this Policy. If you do not agree with this Policy, please do not use our services.

Why We Collect Data

Meriwether, Wilson & Company, PLLC collects personal and business information to provide accounting, tax, and financial advisory services to clients. We strive to collect only the data necessary to fulfill these professional obligations.

How Data is Collected

We collect information through the following means:

  • Information you provide directly through contact forms, inquiries, or service engagements.
  • Information collected through email, phone calls, video conferences, or SMS messages.
  • Information obtained from publicly available sources, such as business websites or professional directories.
  • Information shared with us by authorized representatives of businesses or individuals.
  • Website usage data collected in aggregate for analytics purposes (e.g., number of visitors per location, without identifying individuals).

Our website does not use cookies to collect personal information in a hidden or unauthorized manner.

What Data is Collected

We may collect and store the following types of personal and business information:

Individuals

  • Contact details (name, email address, phone number)
  • Address (street, city, state, ZIP code)
  • Employment information (current employer, job title, previous employers)
  • Tax-related and financial information required for professional services
  • Documents related to accounting or tax filings
  • Any other information necessary to provide services as requested

Businesses

  • Business contact information (email addresses, phone numbers, addresses)
  • Business registration details
  • Financial statements and tax records provided for professional services
  • Agreements and contracts (e.g., engagement letters, confidentiality agreements)
  • Payroll and benefits information, if applicable
  • Any other information necessary for accounting, tax, or financial advisory services

Meriwether, Wilson & Company, PLLC does not collect or store sensitive financial information such as credit card details or banking credentials outside of what is required for tax preparation or accounting services. Any financial data provided is handled with strict confidentiality and security.

How We Use Data

We use collected data for the following purposes:

  • To provide accounting, tax, and financial advisory services.
  • To communicate with clients regarding their accounts, services, and inquiries.
  • To comply with legal and regulatory requirements.
  • To send relevant updates or notifications related to our services.
  • For internal record-keeping and business operations.

Meriwether, Wilson & Company, PLLC does not sell personal or business data. We only share information when necessary to provide our services (e.g., filing tax returns with the IRS or state agencies) or when required by law.

Data Protection

We implement industry-standard security measures to protect stored data against unauthorized access, loss, or misuse. Data is retained only as long as necessary for business operations and compliance with legal obligations.

Updating Your Information

Clients and businesses may update their personal or business information by contacting us directly. We will make reasonable efforts to ensure the accuracy of stored data upon request.

Opt-Out and Data Deletion

You may request the deletion of your personal or business data, subject to legal and regulatory requirements that may require us to retain certain records.

To opt-out of communications, you may:

  • Reply “STOP” to any SMS message sent by us.
  • Click the “unsubscribe” link in any marketing email.
  • Contact us directly to request removal from communications or data deletion.

If your contact information was acquired through a third-party source, additional steps may be needed to opt out from those providers.

Changes to This Policy

Meriwether, Wilson & Company, PLLC reserves the right to update this Privacy Policy at any time. We encourage users to review this page periodically for any changes. Continued use of our services after updates constitutes acceptance of the revised Policy.

For any questions regarding this Privacy Policy, please contact us at:
(515) 223-0002
info@meriwether.cpa