Effective Date: February 23, 2026

1. Introduction

Mathes PLLC ("we," "our," or "us") is a boutique advisory, tax, and accounting firm based in Dallas, Texas. We are committed to protecting the privacy of our clients, prospective clients, and visitors to our website. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information in connection with our services and website.

As a CPA firm, we are also subject to professional obligations under state and federal law, including the Gramm-Leach-Bliley Act (GLBA) and applicable Texas professional standards, which impose strict duties with respect to the confidentiality of client financial information.

2. Information We Collect

Information You Provide to Us

We collect personal information you provide directly when you engage us for accounting, tax, advisory, or bookkeeping services; complete intake forms, engagement letters, or questionnaires; contact us via our website, email, or phone; or subscribe to newsletters or request information. This information may include your name, business name, mailing address, email address, phone number, Social Security number or Employer Identification Number (EIN), financial records, tax documents, and other data necessary to provide professional services.

Information Collected Automatically

When you visit our website, we may automatically collect certain technical data, including IP address, browser type, device information, pages visited, and referring URLs. This information is collected through standard web server logs and analytics tools (such as Google Analytics) to help us understand how visitors use our site.

Information from Third Parties

We may receive information about you from third parties such as your payroll provider, financial institutions, prior accountants, or other advisors when you authorize us to coordinate with them on your behalf.

3. How We Use Your Information

We use your personal information to provide, manage, and improve our accounting, tax, advisory, and bookkeeping services; prepare and file tax returns and financial statements on your behalf; communicate with you about your engagement, account status, and deadlines; send you relevant tax updates, newsletters, or firm announcements (with your consent); comply with legal and regulatory obligations, including IRS and state agency requirements; protect against fraud, errors, and unauthorized activity; and improve our website and marketing efforts.

4. How We Share Your Information

We do not sell your personal information. We share your information only in the following limited circumstances.

Service Providers

We may share information with trusted third-party service providers who assist us in delivering our services, such as cloud storage providers, document management platforms, payroll processors, and IT support vendors. These providers are contractually obligated to protect your information and may not use it for any other purpose.

Tax Authorities and Regulatory Bodies

We share your information with the IRS, state tax agencies, and other regulatory bodies as required to fulfill our professional obligations and as directed by you through your engagement with us.

Legal Requirements

We may disclose your information if required to do so by law, court order, or in response to a lawful request from a government authority.

With Your Consent

We will share your information with other parties — such as attorneys, financial advisors, or lenders — only with your explicit written authorization.

5. Data Security

We take the security of your financial and personal information seriously. We implement reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction. These measures include encrypted data transmission (SSL/TLS) for our website and digital communications, secure and access-controlled storage for client files and documents, limited internal access to client data on a need-to-know basis, and regular review of our security practices.

Despite our efforts, no security system is completely impenetrable. If you believe your information has been compromised, please contact us immediately.

6. Data Retention

We retain your personal and financial records for a minimum of seven (7) years following the conclusion of our engagement, in accordance with IRS guidelines and applicable professional standards. Records may be retained longer if required by law or ongoing professional obligation. Upon expiration of the retention period, we will securely destroy or anonymize your information.

7. Your Rights and Choices

Depending on your location and applicable law, you may have the right to access the personal information we hold about you; request correction of inaccurate or incomplete information; request deletion of your personal information, subject to our legal and professional retention obligations; and opt out of marketing communications at any time by contacting us or using the unsubscribe link in our emails.

To exercise any of these rights, please contact us using the information provided in Section 10 below.

8. Cookies and Website Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience and gather analytics data. You may configure your browser to refuse cookies, though some functionality of our site may be limited as a result. We do not use cookies to collect personal financial information.

9. Children's Privacy

Our website and services are not directed at individuals under the age of 13. We do not knowingly collect personal information from children. If we become aware that a child's information has been submitted, we will take steps to delete it promptly.

10. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

Mathes PLLC CPA and Advisors

Dallas, Texas

george@mathespllc.com

(214) 478-7140

mathespllc.com

11. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or services. When we do, we will revise the effective date at the top of this document. We encourage you to review this policy periodically. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

‍