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Privacy Policy

McLaughlin & Weintraub – Enrolled Agents
Last updated: 2/9/2026

McLaughlin & Weintraub – Enrolled Agents (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website, communications, and professional services.

Information We Collect

We may collect the following categories of information:

Identifiers

  • Name

  • Email address

  • Phone number

  • Mailing address

Professional and Client Information

  • Taxpayer identification numbers (SSN, ITIN, EIN)

  • Financial records and tax documents

  • Business, trust, estate, and entity information

  • Documents provided through our secure client portal or directly to our office

Communications

  • Emails

  • Phone calls and voicemail messages

  • SMS/text messages (with consent or client initiation)

Website Activity

  • Information submitted via website forms

  • Limited analytics such as IP address, browser type, or pages visited

How We Use Your Information

We use personal information strictly for legitimate business and professional purposes, including:

  • Preparing and filing tax returns

  • Providing tax planning, compliance, and advisory services

  • Communicating with clients regarding services, deadlines, documents, and appointments

  • Responding to inquiries and service requests

  • Meeting legal, regulatory, and professional obligations

We do not sell personal information or use it for advertising purposes.

SMS and Text Messaging Communications

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

McLaughlin & Weintraub – Enrolled Agents uses SMS messaging solely for client communications related to tax services, scheduling, document requests, and service updates. Message frequency may vary. Message and data rates may apply. Clients may opt out at any time by replying STOP.

We do not sell or share personal information, including phone numbers, for marketing, advertising, or lead generation purposes.

Disclosure of Information

We do not sell, rent, or share personal information for cross-context behavioral advertising.

We may disclose information only:

  • To service providers who support our operations (e.g., secure portals, phone systems, document management platforms), under confidentiality and security obligations

  • When required by law, regulation, subpoena, or court order

  • With your explicit authorization

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, or misuse. While no system can guarantee absolute security, we follow industry standards appropriate for handling sensitive tax and financial data.

Data Retention

We retain personal and client information only as long as necessary to:

  • Provide professional services

  • Comply with legal, regulatory, and professional record-retention requirements

  • Maintain historical tax records as required

California Privacy Rights (CCPA / CPRA)

If you are a California resident, you have certain rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), subject to applicable exemptions.

Your Rights May Include:

  • The right to know what categories of personal information we collect and how it is used

  • The right to request access to personal information we maintain about you

  • The right to request correction of inaccurate personal information

  • The right to request deletion of personal information, subject to legal and professional retention requirements

  • The right to limit the use of sensitive personal information, where applicable

Important Professional Services Exception

Certain information we collect and retain is exempt from deletion or disclosure requirements because it is:

  • Required to comply with federal or state tax laws

  • Necessary to meet professional, legal, or regulatory obligations

  • Subject to record-retention requirements applicable to tax professionals

We do not discriminate against individuals for exercising their privacy rights.

To submit a privacy request, contact us using the information below. We may need to verify your identity before processing requests.

Cookies and Analytics

Our website may use limited cookies or analytics tools to improve functionality and understand site usage. These tools do not collect sensitive tax or financial information.

You may control cookies through your browser settings.

Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.