Michelle Soele PLLC — Missy Soele, CPA Missy Soele, CPA
Missy Soele, CPA

Privacy Policy

How we protect and use your personal information.

Privacy Policy

Michelle Soele PLLC
Boerne, Texas

Effective Date: June 5, 2026
Last Updated: June 5, 2026

Michelle Soele PLLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website https://michellesoele.cpa, engage our services, or communicate with us.

Information We Collect

We collect the following types of personal information:

  • Contact Information: Name, email address, phone number (including mobile numbers for SMS), mailing address.
  • Tax and Financial Information: Income details, tax return data, financial records, business records, and other information necessary for tax preparation, planning, and compliance.
  • Identification Information: Social Security Number, Employer Identification Number, and other government-issued identifiers as required for tax services.
  • Usage Information: Website visit data, form submissions, and communication preferences.

How We Use Your Information

We use your personal information to:

  • Provide tax preparation, planning, advisory, IRS representation, and consulting services.
  • Schedule appointments and send service-related communications, including SMS notifications.
  • Comply with legal and regulatory requirements, including IRS obligations.
  • Improve our services and communicate with you about your account.
  • Respond to your inquiries and support your tax and business needs.

How We Share Your Information

We may share your information with:

  • Service providers such as ProConnect, QuickBooks, SmartVault, and Dropbox, who assist with tax software, document storage, and secure file sharing. These providers are contractually obligated to protect your information.
  • Regulatory authorities as required by law (e.g., IRS).
  • Professional advisors or affiliates only as necessary for service delivery.

We do not sell your personal information. Phone numbers and SMS consent is not shared with third parties or affiliates for marketing purposes.

SMS Communications

If you provide your mobile number and consent to receive SMS, we may send transactional messages such as appointment reminders, document requests, and tax deadline notifications. Message and data rates may apply. You can opt out at any time by replying "STOP".

Your Rights and Choices

You may access, correct, or request deletion of your information by contacting us. You can opt out of SMS by replying STOP.

Security

We implement reasonable security measures to protect your information.

Changes to This Policy

We may update this policy and will post the revised version with the new effective date.

Contact Us

Michelle Soele PLLC
Boerne, Texas
Phone: (830) 331-5707
Email: missy@michellesoele.cpa
Website: https://michellesoele.cpa

By using our services, you consent to the practices described in this Privacy Policy.