Privacy Policy

Last Updated: August 27, 2026

COREY RODER, CPA PLLC (“Corey Roder,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information obtained through coreyroder.com and related website communications.

This Policy applies to information collected through this website. Information obtained after a client relationship begins may also be governed by engagement agreements, professional obligations, and applicable accounting, tax, and legal requirements.

Information We Collect

Information You Provide

We may collect information you voluntarily provide when you:

Request a consultation or information about our services
Submit a contact form
Communicate with us through website chat, email, telephone, or text message
Subscribe to communications
Apply for employment
Otherwise interact with the website

This information may include your name, company, title, email address, telephone number, service interests, and the contents of your message.

Please do not submit Social Security numbers, tax documents, banking information, passwords, or other highly sensitive information through a general website form or chat.

Information Collected Automatically

When you visit the website, we and our service providers may automatically collect limited technical and usage information, including:

Internet Protocol address
Browser and device information
Referring page or website
Pages viewed and actions taken
Date and time of access
Cookie and similar technology identifiers
Login, security, and fraud-prevention information
Chat availability and interaction data

How We Use Information

We may use personal information to:

Respond to inquiries and consultation requests
Evaluate how we may assist you
Provide and improve our website and services
Maintain business records and customer relationships
Operate forms, chat, email, and CRM workflows
Monitor website performance and usage
Protect the website, our systems, and our users
Detect spam, fraud, abuse, and unauthorized access
Send communications you request or consent to receive
Comply with professional, contractual, and legal obligations
Establish, exercise, or defend legal rights

We do not use website information to make automated decisions that produce legal or similarly significant effects concerning you.

Cookies and Similar Technologies

The website may use cookies and similar technologies for:

Essential website operation
Security and fraud prevention
Remembering preferences
Website performance and analytics
Contact forms and chat functionality
Understanding how visitors use the website

Our service providers, including Zoho SalesIQ and other website technology providers, may place or access cookies when their features operate.

You can restrict cookies through your browser settings. Blocking some cookies may affect website functionality.

We do not currently sell personal information or process it for targeted advertising across unrelated websites.

Service Providers and Disclosures

We may disclose personal information to service providers that process information for legitimate business purposes on our behalf, including providers of:

Website hosting and content-management services
Contact forms and workflow automation
Customer relationship management
Business email and email delivery
Website chat and visitor support
Security and login protection
Data backup and cloud storage
Analytics and website-performance services
Professional, legal, accounting, and technology support

These providers may include GoDaddy, WordPress and applicable plugin providers, Zoho services, and Google cloud-storage services.

We may also disclose information:

When required by law, subpoena, court order, or governmental request
To investigate or prevent fraud, security incidents, or unlawful conduct
To protect our rights, property, clients, personnel, or others
In connection with a merger, acquisition, financing, reorganization, or sale of business assets
With your direction or consent

We do not sell personal information.

Zoho Services

Website inquiries and communications may be processed through Zoho products, including Zoho CRM, Zoho Flow, Zoho Mail, and Zoho SalesIQ. These services help us receive inquiries, maintain business records, communicate with visitors, and manage prospective and existing relationships.

Information processed through Zoho is subject to Zoho’s applicable privacy and security practices in addition to our controls.

Email and Text Communications

If you request or consent to email or text communications, we may use the contact information you provide to respond or send relevant business communications.

You may opt out of marketing emails by using the unsubscribe instructions provided or contacting us. You may opt out of text messages by replying STOP.

Mobile telephone numbers, text-message opt-in information, and text-message consent will not be sold or shared with third parties for their independent marketing purposes. We may disclose this information to service providers only as necessary to deliver and support the requested messaging service.

Data Retention

We retain personal information for as long as reasonably necessary to:

Respond to inquiries
Maintain business and professional records
Provide services
Meet legal, tax, accounting, contractual, and professional obligations
Resolve disputes
Enforce agreements
Protect our systems and users

Backup copies may remain for a limited period after information is removed from active systems.

Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information. These measures include access restrictions, authentication controls, security monitoring, software maintenance, and backups.

No website, transmission method, or storage system can be guaranteed completely secure. You should avoid sending highly sensitive information through unencrypted website forms, chat, or ordinary email.

Your Privacy Choices and Rights

Depending on applicable law, you may have the right to request that we:

Confirm whether we process your personal information
Provide access to certain personal information
Correct inaccurate information
Delete certain information
Provide a portable copy of certain information
Restrict or object to certain processing
Honor applicable opt-out rights
Review an appeal concerning a privacy request

To submit a request, email corey@coreyroder.com with the subject line Privacy Request. If you wish to appeal a decision concerning a request, use the subject line Privacy Appeal.

We may need to verify your identity before completing a request. We will respond as required by applicable law. We will not unlawfully discriminate against you for exercising applicable privacy rights.

Children’s Privacy

This website is intended for business owners, professionals, and other adults. It is not directed to children under 13, and we do not knowingly collect personal information from children under 13 through the website.

If you believe a child has submitted personal information, contact us so we can investigate and take appropriate action.

Third-Party Websites

The website may link to third-party websites or services. We do not control and are not responsible for the privacy, security, or content practices of third parties. Review their policies before submitting information.

Changes to This Policy

We may update this Privacy Policy as our website, services, technology, or legal obligations change. The revised policy will be posted on this page with an updated revision date.

Contact Us

For questions or requests concerning this Privacy Policy, contact:

COREY RODER, CPA PLLC
McKinney, Texas
Email: corey@coreyroder.com
Telephone: 469-452-7500