What we collect
When you use the contact form, we receive your name, email address, phone number (if you give it), the service you select, and your message. We use this information only to reply to you. The form sends your message by email to the firm. The website does not store form messages in its database.
What we do not collect
This website does not use advertising trackers, session recording, or third-party analytics scripts. Do not send Social Security numbers, tax documents, or account numbers through this website or by email. Clients exchange documents through the firm’s encrypted client portal.
Cookies
The website sets only the cookies that WordPress needs to operate. If you log in to the site as an administrator, WordPress sets login cookies.
Third-party services
The “Schedule a Consultation” buttons open the Zoom Scheduler, which Zoom operates under its own privacy policy. The client portal operates under its provider’s privacy policy.
Client information
The firm protects information that clients give during an engagement in accordance with the Gramm-Leach-Bliley Act and the FTC Safeguards Rule. The firm does not sell personal information. Tax return information is used and disclosed only as Internal Revenue Code section 7216 permits.
Contact
Questions about this policy: hello@morgantaxandbusiness.com or (531) 216-9770.
Last updated: October 2026.