Privacy Policy

Last Updated: November 2025

Introduction

Mattison Yoder CPAs ("we," "our," or "us") is committed to protecting and respecting your privacy. This Privacy Policy describes how we collect, use, and protect your personal information when you use our website and services.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, mailing address, and other contact details you provide.
• Financial Information: Tax documents, financial statements, and other information necessary to provide our accounting services.
• Technical Information: IP address, browser type, operating system, and website usage data collected through cookies and analytics.
• Communications: Records of correspondence when you contact us or request information.

How We Use Your Information

We use your information for the following purposes:

• To provide accounting, tax preparation, bookkeeping, and business advisory services
• To communicate with you about our services and respond to inquiries
• To comply with legal and regulatory requirements
• To improve our website and services
• To send you important updates about our services (you may opt-out of marketing communications)

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers: With trusted third-party service providers who assist us in operating our business (e.g., software providers, payment processors)
• Legal Requirements: When required by law, court order, or government regulation
• Professional Obligations: With regulatory bodies or professional organizations as required by accounting standards
• Business Transfers: In connection with a merger, acquisition, or sale of assets

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encrypted data transmission and storage
• Secure client portals for document exchange
• Regular security assessments and updates
• Restricted access to personal information on a need-to-know basis
• Employee training on data protection and confidentiality

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information (subject to legal and professional obligations)
• Object to processing of your personal information
• Request a copy of your information in a portable format
• Withdraw consent for marketing communications

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your experience and analyze website traffic. You can control cookies through your browser settings. For more information, please see our Cookie Policy.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal, regulatory, and professional obligations. Tax and financial records are typically retained for a minimum of seven years in accordance with IRS requirements and professional standards.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last Updated" date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

This Privacy Policy is provided in compliance with applicable privacy laws and professional accounting standards.