Privacy Policy

We collect most of this personal information directly from our clients for whom we provide services to, as well as from you by telephone, written correspondence through the mail, email or fax, by viewing public social media/network pages, or other information available online. However, we may also collect information: 

• From your transactions with us; 

• From publicly accessible sources (e.g., property records or court records); 

• From our service providers; 

• Consumer reporting agencies (CRAs) 

• From a third party with your consent (e.g., your authorized representative and/or attorney); and 

• From activity on our Website. 

How We Share Your Information 

The Firm may share personally identifiable information it collects with its employees who need to know that information to service your account. Except as provided below, The Firm does not share or disclose any personally identifiable information to any company or marketing group external to The Firm. The Firm may share your personal information with third parties to the extent it is reasonably necessary to manage or service your account, verify employment, determine location, process payment, fulfill a transaction, provide customer service, or as otherwise authorized by law.   Further, The Firm may disclose personally identifiable information (i) to another entity with which The Firm enters or reasonably may enter into a corporate transaction, such as, for example, a merger, consolidation, acquisition, or asset purchase, (ii) to a third party pursuant to a subpoena, court order, or other form of legal process or in response to a request by or on behalf of any local, state, federal, or other government agency, department, or body, whether or not pursuant to a subpoena, court order, or other form of legal process, or in connection with litigation brought against, or on behalf of, The Firm, where appropriate, (iii) to a third party if determined by The Firm in its sole judgment that such disclosure is appropriate to protect the life, health, or property of The Firm or any other person or entity, all in compliance with applicable law, (iv) to third parties as authorized or designated by you, or (v) to conduct any other legitimate business activity not otherwise prohibited by law. The foregoing is not intended to obviate or displace any legal obligations or duties applicable to The Firm.  Except as necessary for The Firm to provide the services, information, or products requested by a website user, or except for the disclosures identified in the preceding paragraphs, the user may opt out of having his or her personally identifiable information, which has been voluntarily provided to The Firm through or from its website, prospectively retained by The Firm, used by The Firm for secondary purposes, or disclosed by The Firm to third parties. 

California Residents – Your Legal Rights 

• The right to access personal information – You have the right to request access to your personal information that we collected about you, subject to certain exceptions.  

• The right to request deletion of personal information –You have the right to request that we delete your personal information, however, state and federal law may prohibit us from deleting personal information, which The Firm will disclose to you. 

• The right to non-discrimination – We will not discriminate against you if you exercise any of these rights.  

• The right to an authorized agent – You can designate an authorized agent to make any of these requests by providing your express written authorization. We must be able to verify your identity and the authorization must include the authorized agent’s name, address, telephone number, and email address (for providing the personal information collected or to respond to a request for deletion).  

If you wish to exercise any of these rights, please contact The Firm by doing one of the following:  

1. Submit online to info@mahoneycpa.com 

2. By mailing a request to:   

Mahoney, Ulbrich, Christiansen, Russ PA 

10 River Park Plaza, Suite 800 

Saint Paul, MN 55107 

3. By Telephone at (651) 227-6695  

4. Submit request online at Contact Us | Mahoney (mahoneycpa.com) 

If you choose to contact directly by mail, telephone, or e-mail, you will need to provide us with: 

• Enough information to identify you [e.g., your full name, address and customer or matter reference number]; 

• Proof of your identity and address (e.g., a copy of your driving license or passport and a recent utility or credit card bill); and 

• Describe your request with sufficient detail that allows us to properly understand, evaluate and respond to it.  

We are not obligated to make a data access or data portability disclosure if we cannot verify that the person making the request is the person about whom we collected information, or is someone authorized to act on such person’s behalf. 

Children’s Privacy