Privacy Policy

Effective Date: January 2nd, 2026
Website: www.markhamnorton.com

MarkhamNorton Accountants+Advisors (“MarkhamNorton,” “Firm,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients and website visitors. As a Florida-based CPA and advisory firm, we are also bound by professional standards regarding confidentiality and data protection. This Privacy Policy explains how we collect, use, share, and safeguard personal information, including information collected through SMS/text communications.

Information We Collect

Information You Provide Directly

We may collect the following personal information:

Full name
Email address
Telephone number (including mobile number)
Mailing and business address
Employer or business information
Financial, tax, payroll, and accounting records
Documents uploaded through secure portals
Information submitted through contact forms
Information provided when opting in to SMS communications

Information Collected Automatically

When visiting www.markhamnorton.com, we may automatically collect:

IP address
Browser type
Device type
Pages viewed
Time and date of visit
Referring website

This data helps us improve website functionality and user experience.

SMS Terms & Conditions

1- SMS Consent Communication:

The information phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Markham Norton, you may receive messages related to the following (provide specific examples):

Appointment reminders
Follow-up messages
Billing inquiries

Example: "Hello, this is a friendly reminder of your upcoming appointment with Dr. [Name] at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from Markham Norton at any time."

3- Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS messages per week related to your [appointments/billing, etc.].

Example:
"Message frequency may vary. You may receive up to 2 SMS messages per week regarding your appointments or account status."

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

You may opt-in to receive SMS messages from Markham Norton in the following way

By submitting an online form

5- Opt-In Method:

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP.

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8- Standard Messaging Disclosures:

Message and data rates may apply.
You can opt out at any time by texting "STOP."
For assistance, text "HELP" or visit our Privacy Policy pages.
Message frequency may vary

How We Use Personal Information

We use personal information to:

Provide tax, accounting, audit, advisory, and consulting services
Communicate regarding engagements, deadlines, filings, and document requests
Respond to inquiries
Send appointment reminders and service notifications
Deliver client portal access and updates
Comply with legal, regulatory, and professional obligations
Improve website performance
Send SMS communications where consent has been provided

We do not sell personal information.

How We Share Personal Information

We may share personal information only as necessary:

With trusted service providers (such as secure hosting providers, tax software vendors, cloud storage platforms, and SMS delivery platforms) who assist us in operating our business
As required by federal or Florida law, court order, subpoena, or regulatory inquiry
To protect the rights, safety, or property of the Firm, clients, or others

All third-party providers are required to maintain appropriate confidentiality and data security protections.

We do not sell, rent, or trade personal information.

SMS consent is not shared with third parties or affiliates.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. While no system can guarantee absolute security, we follow industry best practices to protect sensitive financial and tax data.

Data Retention

We retain information as necessary to:

Provide services
Comply with IRS, State of Florida, and professional record retention requirements
Resolve disputes
Enforce agreements

Your Privacy Rights (Florida Residents)

Florida residents may request information regarding how their personal information is collected and used. To submit a privacy-related request, please contact us using the information below.

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve user experience and analyze site traffic. You may disable cookies through your browser settings.

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites.

Third-Party Links

Children’s Privacy

Updates to This Policy

Our services are not directed toward individuals under 18 years of age, and we do not knowingly collect information from minors.

We may update this Privacy Policy periodically. The updated version will be posted on this page with a revised effective date.

Contact Information

MarkhamNorton Accountants+Advisors
8961 Conference Drive, Suite 1
Fort Myers, Florida 33919
Phone: (239) 433-5554
Website: www.markhamnorton.com

Florida Digital Bill of Rights (FDBR) Disclosure

MarkhamNorton Accountants+Advisors complies with the Florida Digital Bill of Rights (FDBR), where applicable. While certain provisions of the FDBR apply primarily to larger commercial data controllers, we are committed to transparency and responsible data handling consistent with Florida law and professional CPA standards.

Categories of Personal Data Collected

We may collect the following categories of personal data:

Identifiers (name, mailing address, email address, phone number)
Financial and tax information
Commercial information related to services provided
Internet activity (IP address, website usage data)
Professional or employment-related information
Communications and correspondence

We do not collect or process biometric data, precise geolocation data, or sensitive personal data beyond what is required to deliver professional accounting and advisory services.

Purpose for Processing Personal Data

We process personal data for the following purposes:

Delivering tax, audit, accounting, and advisory services
Client communication and engagement administration
Regulatory compliance (IRS, Florida Department of Revenue, and professional licensing bodies)
Fraud prevention and security
Internal analytics and operational improvements

We do not process personal data for targeted advertising or data brokerage purposes.

Sale or Sharing of Personal Data

MarkhamNorton Accountants+Advisors:

Does not sell personal data.
Does not engage in cross-context behavioral advertising.
Does not share personal data for monetary consideration.
Does not share SMS consent or mobile phone numbers with third parties or affiliates for marketing purposes.

SMS consent is not shared with third parties.

Consumer Rights Under Florida Law

Subject to applicable thresholds and legal limitations, Florida residents may have the right to:

Confirm whether we process their personal data
Access personal data
Correct inaccuracies
Request deletion of personal data
Obtain a copy of personal data in portable format

Certain information may be retained as required under IRS regulations, AICPA professional standards, state accountancy laws, and legal retention requirements.

To submit a privacy request, please contact:
marketing@markhamnorton.com
(239) 433-5554

We will respond in accordance with applicable Florida law.

Sensitive Data

Where sensitive financial information is processed, it is done strictly for the purpose of delivering contracted accounting and advisory services and is protected under professional confidentiality standards.