Last updated: October 23, 2026

Information We Collect

We collect information you give us, such as your name, email, mailing address, mobile phone number and the financial documents you share so we can provide accounting and tax services.

How We Use Information

We use your information to provide services, schedule appointments, request documents, send account notifications and meet our legal and professional obligations.

SMS / Text Messaging

If you opt in to text messages, we use your mobile number only to send account notifications and reminders. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are not shared with any third parties. You can reply STOP at any time to opt out.

Sharing

We don’t sell your personal information. We share it only with service providers who help us run our services (for example, our messaging provider), and only as needed to provide those services, or when the law requires it.

Security

We use reasonable administrative, technical and physical safeguards that meet our professional confidentiality obligations.

Contact

Paar, Melis & Associates, 602 Center St, Suite 101, Mount Airy, MD 21771 · (443) 443-6128 · info@paarmelis.com