Legal

Privacy Policy

Effective date: October 24, 2026

Misal B Panchal CPA LLC ("the firm," "we," "us") respects the privacy of the individuals and businesses we serve. This policy explains what information we collect through this website and in the course of preparing tax returns, how we use it, and how we protect it. By using this website or engaging the firm, you agree to the practices described here.

Information we collect

We collect only the information needed to respond to you and to provide tax preparation services:

Information you provide through this website — such as your name, email address, phone number, and the contents of any message you send us.
Information you provide to prepare your returns — tax documents and financial and personal information you share with us, which you provide through our secure document portal rather than through this website.

We do not ask for Social Security numbers, tax documents, or other sensitive information through this website or by email. Once we begin working together, we provide a secure, encrypted link for you to share those documents.

How we use your information

We use the information we collect to respond to your inquiries, to prepare and file your tax returns, to communicate with you about your engagement, and to meet our professional, legal, and regulatory obligations. We do not use your information for unrelated purposes.

How we protect your information

As a tax preparation firm, we maintain a written information security program and administrative, technical, and physical safeguards designed to protect your information, consistent with the FTC Safeguards Rule and Internal Revenue Service requirements applicable to tax professionals. Documents are exchanged through a secure portal, and access to your information is limited to what is necessary to serve you.

How we share information

We do not sell your information. We share it only as necessary to provide our services or as required by law, including:

Electronically filing your returns with the IRS and applicable state tax authorities;
Trusted service providers (such as our tax software and secure portal providers) who are bound to protect your information and use it only to support our services; and
Where we are required to do so by law, regulation, or valid legal process.

Cookies and analytics

This website may use basic cookies or analytics tools to understand how visitors use the site and to improve it. This information is aggregated and is not used to identify you personally. You can set your browser to refuse cookies if you prefer.

Data retention

We retain client records for the periods required by professional standards and applicable law, after which they are securely disposed of.

Your choices

You may contact us at any time to ask what information we hold about you or to request corrections. You may also choose not to provide certain information, though this may limit our ability to prepare your returns.

Changes to this policy

We may update this policy from time to time. Any changes will be posted on this page with a revised effective date.

Contact us

If you have questions about this policy or your information, contact us at misal@misalpanchalcpa.com.

Clients also receive a separate privacy notice at the start of their engagement describing how we handle nonpublic personal financial information, as required of tax preparers under federal law. That notice governs the client relationship alongside this website policy.