LEGAL & COMPLIANCE

Privacy Policy

Millan & Company, P.C. prioritizes the absolute confidentiality and operational security of our clients' data. The fiscal landscape requires a secure digital infrastructure designed solely to facilitate high-level tax strategy, wealth governance, and secure communications.

This privacy framework outlines our strict policy against the commoditization of personal information.

I. Information Collection & Operational Scope

Our data collection is strictly limited to operational necessity, reflecting our commitment to absolute client privacy.

  • Passive Infrastructure Data: Our digital property collects minimal, routine server data to ensure site security and functional performance.
  • Direct Inquiries: Information voluntarily submitted through secure channels is utilized exclusively to establish CPA-client privilege and execute targeted professional services.
  • Communication Protocol: We do not execute email marketing or newsletter campaigns. Your data is never captured for automated commercial outreach.

II. Data Utilization & Non-Disclosure

Client confidentiality is our foundational principle.

  • We explicitly do not sell, trade, rent, or commoditize visitor or client data to third parties.
  • Information is accessed exclusively by our internal team to provide advisory, accounting, and reporting services.
  • We rigorously adhere to the AICPA's ethical standards regarding absolute client confidentiality and operational excellence.

III. Third-Party Service Providers

To execute our services, we utilize secure, enterprise-grade software.

  • We utilize specialized, industry-standard platforms (such as QuickBooks) to manage accounting functions with high precision.
  • These specific vendors are utilized solely for the functional execution of our agreed-upon professional services and maintain their own strict security protocols.

IV. Security & Digital Infrastructure

Our digital property is engineered strictly for security, performance, and privacy.

  • Minimalist Digital Footprint: Our site architecture intentionally limits unnecessary third-party tracking scripts, inherently reducing external vulnerabilities and data leakage.
  • Data Minimization: By maintaining a streamlined operational framework, we ensure that your interaction with our public-facing materials remains private.

V. State-Specific Privacy Rights (California)

In accordance with the California Online Privacy Protection Act (CalOPPA) and relevant state regulations, we uphold the rights of state residents regarding their personal data.

  • Do Not Track Signals: Our minimal digital footprint respects standard browser "Do Not Track" (DNT) settings. We do not employ cross-site tracking technologies.
  • Data Access & Deletion: Clients and site visitors may request a summary of any operational data we have retained, or request its deletion, by contacting our firm administration, subject to CPA data retention requirements mandated by the IRS and the Texas State Board of Public Accountancy.

VI. Governance & Contact

For inquiries regarding our data governance, or to exercise state-specific compliance rights, please contact our administrative team.

  • Formal inquiries and compliance requests should be directed to our secure administrative channel at compliance@millancpa.com.
  • Alternatively, written inquiries may be directed to our established office address, ensuring direct and accountable communication.