At Meridian Estate & Advisory, your privacy is a priority. We collect and process personal information to provide specialized tax advisory and compliance services. This include name, contact details, and financial information provided by you or your authorized representatives.

We use this data to perform agreed-upon services, comply with regulatory requirements, and communicate effectively with your professional advisory team. We do not sell your personal data to third parties.

We implement appropriate technical and organizational measures to protect your information from unauthorized access, loss, or disclosure. Each engagement is governed by a written agreement detailing our data practices.

Mobile Information and SMS Privacy

Meridian Estate and Tax Advisory, Inc. does not sell, rent, or share consumer personal information, including mobile phone numbers, with third parties or affiliates for marketing, promotional, or lead-generation purposes. Text-messaging originator opt-in data and consent will not be shared with any third parties or affiliates for marketing, promotional, or lead-generation purposes.

If you have questions regarding this policy or how your data is handled, please contact us at info@meridianetax.com or +1(949)629-4939.