Firm Name: McMillan & Associates CPA PC
Location: 2060 Grand River Annex Ste 300 Brighton, Michigan 48114
Contact: Info@mcmillancpa.com
Telephone: 810-225-2819

Privay Policy

(Effective 01/01/17)

1. Our Commitment to Your Privacy

At McMillan & Associates CPA PC we value your trust and are committed to protecting your personal and
financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in compliance with applicable federal and Michigan state privacy laws.

2. Information We Collect

We collect nonpublic personal information (NPI) about you in connection with providing professional services.
This information may include:

• Name, address, email, phone number

• Social Security Number or taxpayer identification number

• Financial and income information

• Tax documents and other records you provide

• Information from third parties such as financial institutions or payroll providers

3. How We Use Your Information

We use your information to:

• Prepare tax returns and provide accounting or advisory services

• Respond to inquiries or requests

• Comply with applicable laws and regulations

• Manage and improve our services

4. Information Sharing and Disclosure

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law.
This may include:

• Disclosures to service providers assisting in the operation of our business (e.g., IT support or secure cloud platforms), under strict confidentiality agreements

• Required disclosures to regulatory agencies or in response to legal process

• Disclosures you have authorized or requested

5. Data Security

We implement physical, electronic, and procedural safeguards to protect your information. These include:

• Secure storage systems and restricted office access

• Encryption and secure portals for document sharing

• Regular staff training on confidentiality and data protection

6. Your Rights and Choices

You may:

• Request access to or correction of your personal data

• Opt out of certain communications

• Inquire about the information we maintain

To exercise these rights, please contact us using the details provided below.

7. Retention of Records

We retain your personal and financial records only as long as necessary to comply with applicable laws, fulfill our services, and resolve any disputes.

8. Updates to This Policy

We may update this Privacy Policy from time to time. The current version will always be available at our office and/or website with the "Effective Date" listed at the top.

9. Contact Us

If you have any questions about this Privacy Policy or our practices, please contact:

McMillan & Associates CPA PC
2060 Grand River Annex Ste 300 Brighton, Michigan 48114
Phone: 810-225-2819
Email: Info@mcmillancpa.com