Privacy Policy

Who We Are

Miller Grossbard Advisors, LLP is a certified public accounting firm based in Houston, Texas, operating as a Limited Liability Partnership.

Our website address is: https://www.mgallp.com.

You can contact us at:

Mailing Address:
600 N. Shepherd Drive, Suite 200
Houston, TX 77007

Phone: (713) 622-3960

Email: info@mgallp.com

Miller Grossbard Advisors, LLP is responsible for the collection and use of your personal data as described in this Privacy Policy.

What Personal Data We Collect and Why We Collect It

We collect personal data in order to communicate effectively with our clients, provide our professional services, improve our website, and maintain legal and operational compliance. Below are the categories of data we collect and the reasons for doing so.

1. Contact and Inquiry Data

What we collect: Name, email address, organization, title, and any message or inquiry details. We may also collect your phone number to communicate with you via SMS, but only where you have provided explicit consent to receive text messages.
How we collect it: Through forms on our website (e.g., contact forms, newsletter sign-ups), event registrations, and HubSpot CRM tools.
Why we collect it:

  • To respond to inquiries or requests for information
  • To deliver content you have requested (e.g., newsletters, blog updates)
  • To maintain client or prospect relationships

Legal basis: Your consent or our legitimate interest in responding to requests and conducting business communication.

2. Technical Data

What we collect: IP address, browser type, device information, referring and exit pages, time zone settings, and interaction behavior on our site (such as pages viewed and time spent).
How we collect it: Through cookies and third-party analytics tools, including Google Analytics and HubSpot, which help us collect aggregated usage data.
Why we collect it:

  • To analyze website performance and improve user experience
  • To monitor and secure our website infrastructure

Legal basis: Your consent (where required by law) and our legitimate interest in operating a secure, user-friendly, and effective website.

3. Marketing and Communication Preferences

What we collect: Your email address, communication preferences, and engagement with our email or SMS communications — such as email opens, clicks, and responses. We may also collect your phone number if you opt in to receive SMS messages.
How we collect it: Through HubSpot email marketing tools, subscription forms on our website, and tracking technologies embedded in our communications.
Why we collect it:

  • To send you relevant marketing communications (via email or SMS) that you have opted in to receive
  • To understand what content and services are most useful to our audience
  • To personalize and improve our outreach based on your interaction with our content

Legal basis: Your explicit consent, and our compliance with applicable laws such as the CAN-SPAM Act and the Telephone Consumer Protection Act (TCPA).

SMS Communications: If you opt in to receive SMS messages from us, we will use your phone number to send relevant business updates and timely reminders related to our services. SMS consent is not shared with third parties or affiliates. Message and data rates may apply.

You may opt out of marketing communications at any time by clicking the “unsubscribe” link in our emails or replying “STOP” to SMS messages.

4. Cookies and Similar Technologies

Cookies and similar technologies are used on our site. For more details, see the Cookies section below.

Comments

When visitors leave comments on our website, we collect the data shown in the comments form, along with the visitor’s IP address and browser user agent string to help detect spam.

Media

Visitors to our public website cannot upload media files. If you are a client accessing our secure portal, any files uploaded through that system are governed by the privacy and security policies specific to the portal platform.

Cookies

Our website uses cookies and similar tracking technologies to enhance your experience, analyze site performance, and support our marketing efforts.

What are cookies?
Cookies are small text files stored on your device that help us remember your preferences, understand how visitors use our site, and personalize content.

Types of cookies we use:

  • Essential cookies: Required for basic website functionality
  • Analytics cookies: Help us understand how visitors interact with our website (e.g., via Google Analytics and HubSpot)
  • Marketing cookies: Used to track the effectiveness of our email campaigns and digital outreach

Managing your cookie preferences: You can choose to accept or decline cookies through your browser settings. Most browsers allow you to view, manage, delete, or block cookies for a website. Disabling cookies may limit your experience on our website.

Embedded Content from Other Websites

Articles or pages on this site may include embedded content (e.g., videos, images, maps, or articles). Embedded content from other websites behaves in the same way as if the visitor had visited the original website directly.

These external websites may collect data about you, use cookies, embed third-party tracking technologies, and monitor your interaction with the embedded content — including tracking your activity if you are logged into an account on that external site.

We do not control the data collection practices of these third-party sites and recommend reviewing their respective privacy policies for more information.

Analytics

We use third-party analytics tools, including Google Analytics and HubSpot, to help us understand how visitors use our website. These tools collect information such as the pages you visit, how long you stay, your browser type, device information, and referring pages. This data is aggregated and does not personally identify you.

Analytics data helps us improve website functionality, content relevance, and overall user experience.

Who We Share Your Data With

We do not sell your personal data. However, we may share your information with select third-party service providers who assist with website functionality, analytics, client communication, and marketing efforts. These providers only receive the data necessary to perform their designated services and are contractually obligated to protect your information.

Third-party service providers may include:

  • HubSpot – CRM, contact forms, marketing communication, and analytics.
  • Google Analytics – Aggregated website usage tracking.
  • GoDaddy – Website infrastructure, technical performance, and security logging.

For more information, please refer to their respective privacy policies.

How Long We Retain Your Data

We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, including to comply with legal, regulatory, or operational obligations.

We review our data retention policies regularly and take reasonable steps to delete or anonymize data that is no longer needed.

What Rights You Have over Your Data

You have the right to request access to the personal data we hold about you. This includes the right to:

  • Request a copy of the personal information you’ve provided to us
  • Request that we correct or update your information
  • Request that we erase your personal data, unless we are legally required to retain it
  • Withdraw your consent to marketing communications at any time (e.g., unsubscribe from emails or opt out of SMS)

To exercise any of these rights, please contact us at info@mgallp.com. We will respond to your request in accordance with applicable laws and within a reasonable timeframe.

Please note that we may retain certain data as required for administrative, legal, or security purposes.

Where Your Data Is Sent

The data we collect through our website may be processed or stored on servers located outside of your country, including in the United States. This applies to services we use such as:

  • HubSpot – Processes and stores CRM, marketing, and form submission data on secure servers in the U.S. and other countries. HubSpot participates in the Data Privacy Framework program to ensure compliance with European data protection standards.
  • Google Analytics – May process usage data on servers located globally, including in the U.S. Google uses contractual and technical safeguards to comply with data protection laws, including Standard Contractual Clauses (SCCs).
  • GoDaddy (Web Hosting) – Hosts our website and may store log or technical data in data centers located in the U.S.

These third-party providers are responsible for implementing appropriate safeguards to protect any data transferred internationally. We only work with vendors who meet accepted privacy and security standards.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, or legal requirements. When we make changes, we will revise the “Effective Date” at the bottom of this page.

We encourage you to review this policy periodically to stay informed about how we protect your personal data.

If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us at info@mgallp.com.

Effective Date: June 25, 2025