Med Firm LLC Privacy Policy

Last updated: September 10, 2026

Med Firm LLC ("Med Firm," "we," "us," "our") provides accounting, tax, and fractional CFO advisory services. This policy explains what information we collect through med-firm.com, how we use it, and the choices available to you.

1. Information we collect

Information you provide: your name, email address, phone number, company name, and anything you enter into a form, chat widget, or scheduling tool on this site.

Client engagement information: financial records and related documents provided in the course of an engagement, handled under our engagement letter and our professional confidentiality obligations.

Information collected automatically: IP address, browser type, pages visited, and similar analytics data collected through cookies and comparable technologies.

2. How we use information

We use it to respond to your inquiry, schedule and confirm appointments, deliver contracted services, send administrative and service-related messages, and, where you have separately agreed, send marketing communications. We use aggregate analytics to improve the site.

3. Text messaging and consent

If you provide a mobile number and check the consent box on our website, you agree to receive text messages from Med Firm LLC. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent are not shared with any third parties. Sharing with the subcontractors who support our messaging platform is limited to what is necessary to deliver the service, and those parties are prohibited from using the information for their own marketing.

Consent to receive text messages is never a condition of purchasing any product or service.

4. How we share information

We do not sell your personal information. We share it only with service providers who help us operate, for example our CRM, scheduling, and email platforms, under contractual confidentiality obligations; with our professional advisors; and where required by law, regulation, or valid legal process, or to protect our legal rights.

5. Cookies

We use cookies and similar technologies for site functionality and analytics. You can disable cookies through your browser settings, though parts of the site may not function correctly.

6. Security and retention

We maintain reasonable administrative, technical, and physical safeguards to protect your information. We retain it for as long as necessary to provide our services and to meet legal, tax, and professional recordkeeping obligations. No method of transmission over the internet is completely secure.

7. Your choices

You may unsubscribe from marketing email using the link in any message, reply STOP to any text message, or contact us to request access to, correction of, or deletion of your personal information, subject to our legal and professional retention obligations.

8. Children

This site is not directed to children under 13, and we do not knowingly collect their personal information.

9. Changes to this policy

We may update this policy from time to time. The "last updated" date above reflects the current version.

10. Contact us

Med Firm LLC
505 N Angier Avenue NE, 3rd Floor
Atlanta, GA 30308
info@med-firm.com
(404) 491-9369