Privacy Policy
Effective Date: August 18, 2026
Mayolo & Associates LLC (“Mayolo & Associates,” “we,” “us,” or “our”) respects the privacy of our clients, prospective clients, website visitors, and other individuals who communicate with us. This Privacy Policy describes how we collect, use, disclose, and protect personal information, including information associated with SMS and text messaging.
This Privacy Policy applies to the collection and use of personal information by Mayolo & Associates LLC, Peter J. Mayolo CPA, and Your Business Advisors.
1. Information We Collect
We may collect personal information that you voluntarily provide to us, including:
• Name;
• Mailing or business address;
• Email address;
• Telephone and mobile telephone numbers;
• Company or employer information;
• Information submitted through our website or contact forms;
• Information provided when communicating with us by telephone, email, text message, client portal, or other means;
• Information necessary for us to provide accounting, tax, consulting, advisory, bookkeeping, payroll-related, or other professional services; and
• Other information you voluntarily provide to us.
Our website may also automatically collect certain technical information, such as IP address, browser type, device information, pages visited, and similar website usage information.
2. How We Use Personal Information
We may use personal information to:
• Provide accounting, tax, consulting, advisory, bookkeeping, and other professional services;
• Respond to inquiries and requests;
• Communicate with clients and prospective clients;
• Schedule or confirm appointments;
• Request or provide information related to our professional services;
• Provide reminders, status updates, document requests, deadline notifications, and other service-related communications;
• Communicate through telephone, email, or SMS/text messaging when authorized;
• Maintain and improve our website and services;
• Protect the security and integrity of our systems and information;
• Meet professional, regulatory, legal, recordkeeping, and compliance obligations; and
• Operate and administer our business.
3. SMS and Text Messaging
Mayolo & Associates LLC may communicate with clients, prospective clients, and other individuals through SMS or text messaging when appropriate consent has been provided.
Text messages may include conversational and informational communications such as appointment scheduling and reminders, requests for information or documents, notification that documents are available, deadline reminders, service updates, responses to questions, and other communications relating to our professional services.
SMS Consent
By providing your mobile telephone number and opting in to receive text messages from Mayolo & Associates LLC, you consent to receive SMS/text messages from us at the mobile number you provided.
Consent to receive text messages is not a condition of purchasing or receiving services from Mayolo & Associates LLC.
No mobile opt-in information or text message consent will be shared with third parties or affiliates for their marketing or promotional purposes.
We do not sell, rent, or transfer your SMS opt-in information or text messaging consent to third parties for their own marketing purposes.
We may use service providers that assist us in providing our communications and business services, including telecommunications and technology providers, solely as necessary to provide services on our behalf and subject to appropriate confidentiality and data-protection obligations.
Message Frequency and Charges
Messaging frequency may vary depending upon your interactions with our firm and the services we provide.
Message and data rates may apply depending upon your mobile carrier and service plan.
Mayolo & Associates LLC does not charge a separate fee for receiving our text messages, although your wireless carrier may impose charges.
Opting Out
You may opt out of SMS/text communications at any time by replying STOP to a text message from us.
After opting out, you will no longer receive SMS messages from us unless you subsequently provide consent to receive them again.
For assistance regarding our text messaging program, reply HELP or contact our office using the contact information below.
4. Confidential Information and Sensitive Information
Because Mayolo & Associates LLC is an accounting and tax professional services firm, communications may involve confidential or sensitive information.
We encourage clients not to transmit Social Security numbers, tax identification numbers, bank account information, passwords, complete tax documents, or other highly sensitive information through ordinary SMS/text messages. This should be done through our secure client portal, Tax Dome.
When sensitive information or documents need to be exchanged, we may direct clients to an appropriate secure portal or other secure communication method.
5. Sharing of Personal Information
We do not sell personal information.
We may disclose personal information when reasonably necessary to:
• Provide services requested by you;
• Work with service providers that perform services on our behalf;
• Protect our rights, property, systems, clients, employees, or others;
• Comply with applicable laws, regulations, court orders, subpoenas, professional standards, or other legal requirements; or
• Complete a business transaction involving the firm, subject to appropriate confidentiality protections.
Any disclosure of client information is also subject to applicable professional standards, contractual obligations, tax practitioner requirements, and other laws and regulations governing our professional practice.
SMS opt-in information and consent are not shared with third parties or affiliates for marketing or promotional purposes.
6. Service Providers
We may use third-party technology and service providers to operate our business, website, telecommunications systems, client portals, email systems, text messaging systems, cloud services, cybersecurity systems, and other business functions.
These providers may process personal information on our behalf only to the extent reasonably necessary to provide their services to us.
Our SMS/text messaging services may be provided through RingCentral and applicable telecommunications carriers and messaging networks.
7. Information we receive from other sources
We also may obtain information about you from other sources, including third-party services in order to enhance our ability to provide relevant services and offers to you. Such collection may occur on certain parts of the website that are powered and facilitated by third parties such as the Pay Bill (powered by 8amCPACHARGE), Mayolo & Associates Client Portal (powered by Tax Dome and Thomson Reuters Onvio), and Quickbooks Online (Powered by Intuit), Accounts Payable (Powered by Bill), Video Conferencing (Powered by Zoom), and Payroll Login (Powered by ADP). We will treat such data in accordance with this Privacy Policy. We are not responsible or liable for the accuracy of the information provided by third parties or for third-party policies or practices.
8. Information Security
We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.
No method of electronic communication or information storage is completely secure. Accordingly, we cannot guarantee the absolute security of information transmitted through the Internet, email, or SMS/text messaging.
Clients should use secure communication methods designated by Mayolo & Associates LLC when transmitting confidential tax, financial, or personally identifiable information.
9. Data Retention
We retain personal information for as long as reasonably necessary to provide our services, maintain business and professional records, satisfy legal and regulatory obligations, resolve disputes, enforce agreements, and fulfill legitimate business purposes.
SMS consent records and opt-out requests may be retained as necessary to document compliance with applicable messaging requirements.
10. Cookies and Website Technologies
Our website may use cookies and similar technologies to operate the website, understand website usage, improve functionality, and maintain security.
Your browser may allow you to control or disable certain cookies. Disabling cookies may affect the functionality of portions of the website.
11. Links to Other Websites
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, security, or content of third-party websites. You should review the privacy policies of those websites before providing personal information.
12. Children’s Privacy
Our website and professional services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children under 13 through our website.
13. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our business practices, technology, legal requirements, or regulatory requirements.
When we make material changes, we will update the effective date shown at the beginning of this Privacy Policy.
14. Contact Us
Questions regarding this Privacy Policy, our privacy practices, or our SMS/text messaging practices may be directed to:
Mayolo & Associates LLC
795 Morgantown Rd
Uniontown, PA 15401
Phone: (724) 439-3455
Email: pmayolo@mayolocpa.com