MG Chenault and Associates ("we," "us," "our," or the "Firm") is committed to protecting your privacy and the confidentiality of your personal information. This Privacy Policy explains what information we collect, how we use it, with whom it may be shared, and the rights you have regarding your information.
1. Information We Collect
We may collect the following types of information:
- Personal information you provide directly, such as your name, address, email address, phone number, Social Security number, and financial or tax related information, when you complete forms on our website, schedule an appointment, communicate with us, or use our client portal
- Information collected automatically through cookies, analytics tools, and similar technologies when you visit our Site, such as browser type, pages viewed, and general usage patterns
2. How We Use Your Information
We use the information we collect to:
- Provide tax preparation, tax planning, and tax resolution services
- Respond to inquiries and process appointment or engagement requests
- Communicate with you about your case, documents needed, and account updates
- Improve the functionality and content of our website and services
- Comply with applicable legal, regulatory, and professional obligations
3. Information Sharing
We do not sell or share your personal information with third parties except as necessary to:
- Provide our services, for example with secure cloud service providers, e-filing systems, or subcontractors bound by confidentiality obligations
- Comply with legal or regulatory requirements
- Fulfill a request made with your explicit consent
4. Data Security
We use physical, electronic, and procedural safeguards designed to protect your information, including secure client portals, restricted internal access, and encrypted data transmission where applicable. While no system can guarantee absolute security, we take reasonable steps to protect your information from unauthorized access, disclosure, or misuse.
5. Your Rights and Choices
Subject to applicable legal and professional obligations, you may request to access, correct, or delete your personal information held by the Firm. To make a request or ask a privacy related question, contact us using the information in Section 8 below.
6. Cookies and Website Analytics
Our Site may use cookies and similar tracking technologies to understand how visitors use the Site and to improve your browsing experience. You can adjust your browser settings to limit or block cookies, though some features of the Site may not function properly as a result.
7. Text Message (SMS) Communications
If you provide your mobile phone number and opt in, you consent to receive SMS text messages from MG Chenault and Associates related to appointment reminders, document requests, and service updates. Message frequency varies, and message and data rates may apply.
- SMS consent is never shared with third parties or affiliates
- Your consent to receive SMS messages is used solely for communication between you and the Firm
- You may opt out at any time by replying STOP to any message, or by contacting us directly
- We take reasonable measures to protect the confidentiality and security of your SMS consent and related information
8. Contact Us
For privacy related questions, requests, or to exercise your rights under this Policy, please contact us at:
MG Chenault and AssociatesSalem, Oregonmichael@taxesandbeyond.com(971) 350-16819. Compliance
We comply with applicable state and federal privacy laws and relevant professional standards governing the confidentiality of tax and client information.
10. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or services. The "Last Updated" date at the top of this page reflects the most recent revision. This Privacy Policy is accessible from every page of our website and is linked near all web forms where personal information is collected.