Privacy Policy

Effective Date: December 16, 2025

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Medari Advisors (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy of visitors to our website and users of our services. This Privacy Policy explains how we collect, use, disclose, process, and safeguard personal information. It also describes the rights of individuals who interact with www.medariadvisors.com (“the Site”).

By accessing or using the Site, you agree to the practices described in this Privacy Policy.

 

1. Information We Collect

A. Information You Voluntarily Provide

When you complete forms or request services through our Site, we may collect:

• Name

• Email address

• Phone number

• Business or practice information

• Information submitted through contact or quote request forms

• Any documents voluntarily uploaded through secure links or portals

B. Information Automatically Collected

Through Google Analytics, we may collect:

• IP address

• Browser type, device type, and operating system

• Pages viewed and time spent on the Site

• Referring URLs

• General location data (non-specific)

• Cookies and analytics identifiers

C. Information Collected Through Third-Party Platforms

We utilize secure third-party client portals for service delivery, including:

• TaxDome

• Thomson Reuters

These portals may collect personal data necessary to provide tax, accounting, and advisory services. Their privacy practices are governed by their own policies.

Protected Health Information (PHI)

We do NOT collect, request, or store Protected Health Information (PHI) through this website.
Users should never submit medical information, treatment details, or any PHI through public forms or unsecured channels.

No mobile information will be shared nor sold with third parties/affiliates for marketing/promotional purposes; we do not share any client data with third parties. Your personal information is kept confidential and is not disclosed to any outside organizations, except as required by law or with your explicit consent.

 

2. How We Use Personal Information

We use personal information to:

• Respond to inquiries and service requests

• Provide accounting, tax preparation, and advisory services

• Deliver free confidential tax reviews

• Send marketing communications only when users voluntarily submit information through a form

• Improve the functionality and user experience of the Site

• Analyze site activity through Google Analytics

• Enhance security and prevent fraud

• Comply with federal and state legal, regulatory, and professional obligations

 

3. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect personal information, including:

• Secure servers and encrypted storage

• Restricted access to personal information

• Secure transfer of documents through encrypted portals

• Use of reputable third-party providers (TaxDome, Thomson Reuters, Squarespace)

While we take these precautions, no method of electronic transmission or storage is completely secure.

 

4. How We Share Personal Information

We do not sell personal information.

We may share information with:

• Client portal providers (TaxDome, Thomson Reuters)

• Email and communication service providers

• Website hosting providers

• Google Analytics

• Professional advisors (legal, compliance, auditors)

• Government authorities when required by law

These third parties only receive the information needed to perform their functions and are obligated to protect it. No personal information, mobile number, or messaging consent information will be shared with third parties or affiliates for marketing or promotional purposes

 

5. Cookies and Tracking Technologies

Our Site uses cookies and tracking tools via Google Analytics.

Cookies may be used to:

• Store user preferences

• Analyze website usage

• Improve user experience

Users may disable cookies through their browser settings. Some Site features may not function properly if cookies are disabled.

For more details on Google’s data practices:
https://policies.google.com/privacy

 

6. Data Retention

We retain personal information:

• As long as needed to fulfill the purpose for which it was collected

• As required to comply with federal and state laws governing accounting and tax services

• As required by professional standards related to document retention

Google may retain analytics data in accordance with its own policies.

 

7. Children’s Privacy

The Site is not intended for individuals under the age of 18.

We do not knowingly collect personal information from minors.
If such information is discovered, it will be deleted promptly.

 

8. Your Privacy Choices

Depending on how you interact with our Site, you may:

• Request access to the personal information we hold about you

• Request corrections to inaccurate information

• Request deletion of your information (subject to legal retention requirements)

• Opt out of marketing communications

• Disable cookies and tracking through browser settings

To make a privacy-related request, contact us at info@medariadvisors.com.

 

9. Third-Party Links

Our Site may include links to third-party websites, including secure portals.
We are not responsible for the privacy practices or content of those websites.
Users should review their policies before submitting information.

 

10. Updates to This Privacy Policy

We may update this Privacy Policy periodically.
The revised version will be posted with an updated effective date.
Continued use of the Site after changes are posted constitutes acceptance of those changes.

 

11. Contact Information

Medari Advisors
108 North Adair Street
Pryor, OK 74361
Email: info@medariadvisors.com