Meridian

Legal & Compliance

Privacy, Terms & Engagement Basics

The fine print, in plain English. Meridian's privacy policy, terms of business, cookie policy, and client engagement basics — reviewed by counsel before launch.

Privacy Policy

How we collect, store, and protect your data.

  • What data is collected — contact forms, financial documents, bank feed connections
  • How data is stored and secured, and who can access it
  • Third-party processors used (QuickBooks/Intuit, Xero, payment processors, email and CRM tools)
  • Data retention, especially for IRS-related records (typically 3–7 years)
  • Your rights and how to request data deletion or correction

Terms of Business

The terms that govern every engagement.

  • Scope of engagement and what's excluded from each service tier
  • Payment terms, late payment policy, and refund and cancellation policy
  • Client responsibilities — timely, accurate document provision
  • Limitation of liability and professional standards disclaimer
  • Circular 230 disclosure once EA representation is active

Cookie Policy

What we use cookies for and how to manage them.

  • Analytics cookies (e.g., Google Analytics)
  • Functional cookies that keep the site working
  • Any marketing pixels used on the site
  • An accept / manage-preferences banner

Engagement Basics

What to expect before you sign — and after you do.

  • Engagement letter scope and what's included in each service tier
  • What's excluded, so there are no surprises
  • Client responsibilities at onboarding and through the engagement
  • How to raise a question or concern about your engagement
Good to know

Credentials are shown only when they clear

We update our credentials and compliance disclosures the day each one clears. Anything marked "in progress" — such as our PTIN application or IRS Enrolled Agent enrollment — is shown accurately until it is issued, and never implied to be active.

Talk to a partner

Whatever your tax, accounting or advisory question — let's talk.

Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.

Get in touch