Privacy Policy

Privacy Policy — Meris Advisory Group

 

Effective Date: May 15, 2025

​

Meris Advisory Group (“the Firm,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in the course of providing accounting, tax, and advisory services, and through your use of our website.

​

1. Scope of Policy

This Privacy Policy applies to all personal and business information collected by Meris Advisory Group through:

• Our website and online client portals

• Direct communications (in-person, phone, email, or other correspondence)

• The delivery of professional services

​

2. Information We Collect

We may collect and maintain various types of information, including but not limited to:

• Personal Information

  • Name, address, phone number, and email address

  • Social Security Number or Taxpayer Identification Number

  • Financial account information

  • Government-issued identification numbers

• Business Information

  • Company name, address, and ownership details

  • Financial statements and accounting records

  • Tax filings and payroll information

• Website Usage Data

  • IP addresses, browser type, operating system

  • Site activity, analytics, and cookies

• Communication Records

  • Information provided during inquiries, service requests, or consultations

​

3. Purpose of Information Collection

We collect and use personal and business information for the following purposes:

• To provide accounting, tax, advisory, and consulting services

• To process payments and manage billing

• To respond to client inquiries and provide customer service

• To maintain business records and comply with legal, regulatory, and professional obligations

• To send firm communications or marketing materials (only where permitted)

​

4. Disclosure of Information

We do not sell or lease personal information to third parties. Information may be disclosed under the following limited circumstances:

• To employees, contractors, and authorized service providers who require access to deliver services

• To third-party vendors (IT providers, payment processors, cloud storage) bound by confidentiality agreements

• To regulatory authorities, tax agencies, or legal bodies as required by law or legal process

• To professional advisors such as attorneys, auditors, or consultants for compliance purposes

​

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect personal information against loss, misuse, unauthorized access, disclosure, alteration, or destruction. These measures include:

• Secure file transfer systems

• Encrypted storage solutions

• Restricted access protocols

• Staff confidentiality obligations

While we strive to protect your information, no system can provide absolute security.

​

6. Data Retention

We retain personal and business information only as long as necessary to:

• Fulfill the purposes outlined in this Privacy Policy

• Comply with applicable legal, regulatory, and professional obligations

• Maintain appropriate business and accounting records

​

7. Your Rights

Subject to applicable law, you may have the right to:

• Request access to your personal information

• Request corrections or updates to your information

• Request deletion of information (where legally permissible)

• Withdraw consent to certain communications

Requests may be submitted directly to the Firm using the contact information provided below.

​

8. Third-Party Links

Our website may contain links to external websites not operated or controlled by Meris Advisory Group. We are not responsible for the content, security, or privacy practices of third-party sites and recommend reviewing their respective privacy policies.

​

9. Children’s Privacy

Our website and services are not directed to children under 13 years of age. We do not knowingly collect personal information from children. If such information is discovered, it will be promptly deleted.

​

10. Changes to This Policy

Meris Advisory Group reserves the right to amend or update this Privacy Policy at any time. Updated versions will be posted to this website with a revised effective date. Continued use of our website constitutes acceptance of any modifications.

​

11. Contact Information

For questions, requests, or concerns regarding this Privacy Policy, please contact:

Meris Advisory Group
5225 Tech Data Drive, Suite 200
Clearwater, Florida 33760
Phone: 727-262-7751
Email: clientsupport@merisadvisory.com