Privacy Policy

MC Small-Oak collects personal information about you from the following sources:

• Information we receive from you on applications, tax organizers, worksheets and other documents;
• Information about your transactions with us, our affiliates, or others;
• Information we receive from a consumer-reporting agency.

We do not disclose any personal information about our clients or former clients to anyone, except as required by law.

We restrict access to personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in Microsoft Cloud Services SOC 1 and 2 certified data centers. 

Text Messaging: No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you have any questions about this policy, please do not hesitate to contact us.