Privacy Policy

Last Updated: 08/11/2026

McPhail Tax & Business Advisors is committed to protecting your privacy.

Information We Collect

We collect personal information such as your name, phone number, email address and financial or tax-related information necessary to provide tax preparation and accounting services.

How We Use Your Information

We use this information to prepare and file tax returns, communicate with you about your account, send appointment reminders and provide accounting services.

Who We Share Your Information With

We do not sell your personal information. We may share information with the IRS, state tax agencies, or other third parties only as required to complete your tax filing or as required by law.

SMS/Text Messaging

By providing your phone number, you consent to receive SMS text messages from McPhail Tax & Business Advisors regarding your account, appointments, and services. SMS consent is not shared with third parties or affiliates. Message and data rates may apply. Message frequency varies. Reply STOP to opt out at any time, or reply HELP for assistance.

Contact Us

If you have questions about this privacy policy, contact us at 770-745-7577