Privacy Policy

Information we collect

We may collect information you choose to provide when you submit a contact form, request an appointment, or otherwise communicate with us. Please do not send Social Security numbers, tax returns, financial account numbers, or other sensitive records through a general website form.

• Contact information, such as your name and email address.
• The contents of messages, questions, and appointment requests.
• Technical information that may be recorded by our hosting or security providers, such as an IP address, browser type, device type, referring page, and pages visited.

How we use information

We may use information collected through the website to respond to inquiries, schedule conversations, provide requested information, operate and improve the website, maintain security, prevent misuse, and comply with applicable legal or professional obligations.

Submitting information through this website does not create a CPA-client relationship. A professional relationship begins only after both parties agree to the scope and terms of an engagement.

Cookies and similar technologies

The website or its service providers may use cookies, logs, or similar technologies that support essential functionality, security, performance, or analytics. You can generally control cookies through your browser settings, although disabling them may affect some website features.

How information may be shared

We may share information with vendors that help us host, secure, maintain, or operate the website; when required by law, legal process, or professional obligations; to protect rights, safety, and security; in connection with a business reorganization; or with your direction or consent.

Third-party providers are responsible for their own privacy practices. We encourage you to review their policies before providing information directly to them.

Mobile information and text messaging

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

Security and retention

We use reasonable administrative, technical, and physical measures designed to protect information in our control. No internet transmission or storage system can be guaranteed to be completely secure.

We retain information for as long as reasonably necessary for the purposes described in this policy, to meet legal or professional requirements, resolve disputes, and enforce agreements.

Third-party links

This website links to government agencies and other third-party resources. We do not control those websites and are not responsible for their content, availability, security, or privacy practices.

Children’s privacy

This website is intended for a general audience and is not directed to children under 13. We do not knowingly seek personal information from children through the website. If you believe a child has provided information, please contact us so we can review the request.

Your choices

You may choose not to submit information through the website. You may also contact us to ask about correcting or deleting information you previously submitted, subject to applicable legal, professional, and record-retention requirements.

Updates and contact

We may update this policy as our practices, services, or legal obligations change. The revised policy will be posted on this page with an updated effective date.

Questions about this policy may be submitted through the Contact page, by calling 816-233-4300, or by mail to W. Douglas Everett CPA, 3801 Oakland, Suite 101-A, Saint Joseph, MO 64506.