General

This Privacy Policy applies to information we collect when you use www.michaelberrycpa.com and www.contractor-cpa.com and O’Donnell, Ficenec, Wills and Ferdig LLP's professional services, our digital products and tools, our social network/platform, and any other websites, mobile applications("app(s)"), or services that post a link to this Privacy Policy (collectively, the "Service"). This Privacy Policy describes how O’Donnell, Ficenec, Wills and Ferdig LLP, located at 11404 West Dodge Rd, Ste. 200, Omaha, NE, United States ("O’Donnell, Ficenec, Wills and Ferdig LLP", “OFWF”, "Company", "We", "Us" or "Ours") collect, use, and share service-related information about you. This privacy policy does not apply to information or data about you collected as received outside of the Service except to the extent it is combined with information or data collected by us via the Service.

Types of Personal Data We Collect

When you create your account, subscribe to our newsletter, download our digital tools, or engage in our services, we may ask you to provide Personal Information. Depending upon the activity you are attempting to complete, this may include any of the following:

  • Name

  • E-mail addresses

  • Date of birth

  • Mailing address

  • Mobile phone number

  • Credit card information

  • Other personal information as necessary.

Examples of sources from which we collect information include:

  • Digital products on our website

  • E-mail opt-in and subscription forms on our website

  • Interviews and phone calls with you,

  • Letters or e-mails from you,

  • Tax return or financial planning organizers, and

  • Financial history questionnaires.

We log IP addresses and domain names and aggregate them for system administration and to monitor the use of our website. We use the aggregated information, for example, to measure the number of visits to our website, the average time spent on our website, the number of pages viewed and to monitor various other website statistics.

Like many sites, we use "cookies" to collect information. You can instruct our browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

Why We Collect Your Personal Data

We collect and use your personal data only as necessary and for the purposes for which it was obtained. We may use your personal data for some or all of the following purposes:

Order and Account Emails

We may email you with messages about your order or account activity. For example, we may email you to tell you that:

  • You’ve created a customer account

  • Your customer account password has been reset or updated

  • You’ve made a purchase

  • Your order has shipped

It’s not possible to unsubscribe from these messages. We share your contact information with Squarespace, our website hosting provider, so they can send these emails to you on our behalf.

Account Maintenance

To create and maintain your accounts with us, including administering any consumer loyalty or rewards programs that are associated with your account.

Analytics

This website collects personal data to power our site analytics, including:

  • Information about your browser, network, and device

  • Web pages you visited prior to coming to this website

  • Your IP address

This information may also include details about your use of this website, including:

  • Clicks

  • Internal links

  • Pages visited

  • Scrolling

  • Searches

  • Timestamps

We share this information with Squarespace, our website analytics provider, to learn about site traffic and activity.

Client Engagement

To get you more actively engaged in our content, products, and services. This may involve the use or publication of consumer-generated content. We may also use your data to contact you with newsletters, marketing or promotional materials, and any other information we believe will benefit you.

How Your Data is Used

We use, store, and process information, including personal information, about you to provide, understand, improve, and develop our platform, create and maintain a trusted and safer environment and comply with our legal obligations.

Cookies

This website uses cookies and similar technologies, which are small files or pieces of text that download to a device when a visitor accesses a website or app. For information about viewing the cookies dropped on your device, visit The cookies Squarespace uses.

These functional and required cookies are always used, which allow Squarespace, our hosting platform, to securely serve this website to you.

These analytics and performance cookies are used on this website, as described below, only when you acknowledge our cookie banner. This website uses analytics and performance cookies to view site traffic, activity, and other data.

Visitor Data

When you buy something on this website, we collect personal information from you to fulfill the order. We may collect information like your:

  • Billing and shipping address

  • Details relating to your purchase (for example, your shirt size)

  • Email address

  • Name

  • Phone number

We share this information with Squarespace, our online store hosting provider, so that they can provide website services to us.

As you go through checkout, this site may auto-complete your shipping and billing address by sharing what you type with the Google Places API and returning suggestions to you to improve your checkout experience.

When you submit information to this website via webform, we collect the data requested in the webform in order to track and respond to your submissions. We share this information with Squarespace, our online store hosting provider, so that they can provide website services to us.

This website is hosted by Squarespace. Squarespace collects personal data when you visit this website, including:

  • Information about your browser, network and device

  • Web pages you visited prior to coming to this website

  • Web pages you view while on this website

  • Your IP address

Squarespace needs the data to run this website, and to protect and improve its platform and services. Squarespace analyzes the data in a de-personalized form.

Marketing Emails

We may send you marketing emails, which you can unsubscribe from by clicking the link at the bottom of the email. We share your contact information with Squarespace, our email marketing provider, so they can send these emails on our behalf.

Fonts

This website serves font files from and renders fonts using Google Fonts and Adobe Fonts. To properly display this site to you, these third parties may receive personal information about you, including:

Information about your browser, network, or device

Information about this site and the page you’re viewing on it

Your IP address

Provide, Personalize, Measure, and Improve our Advertising and Marketing.

  • Send you promotional messages, marketing, advertising, and other information that may be of interest to you based on your preferences (including information about Us or partner campaigns and services) and social media advertising through social media platforms such as Facebook or Google).

  • Personalize, measure, and improve our advertising.

  • Administer referral programs, rewards, surveys, sweepstakes, contests, or other promotional activities or events sponsored or managed by Us or Our third party partners.

  • Conduct profiling on your characteristics and preferences (based on the information you provide to us, your interactions with Our Platform, information obtained from third parties, and your search and history) to send you promotional messages, marketing, advertising and other information that we think may be of interest to you.

Provide, Improve, and Develop Our Platform.

  • Enable you to access and use Our Platform.

  • Enable you to communicate with other Members.

  • Operate, protect, improve, and optimize Our Platform and experience, such as by performing analytics and conducting research.

  • Provide customer service.

  • Send you service or support messages, updates, security alerts, and account notifications.

  • If you provide us with your contact information, we may process this information: (i) to facilitate your referral invitations, (ii) send your requests for references, (iii) for fraud detection and prevention, and (iv) for any purpose you authorize at the time of collection.

  • To operate, protect, improve, and optimize Our Platform and experience, and personalize and customize your experience, your profile information and preferences, and other content you submit to Our Platform.

We use Google Analytics to track and monitor site traffic and user behavior.

Our Site includes Social Media Features, such as Social Media Like buttons and Widgets. These features may collect your IP address, which page you are visiting on our sites, and may set a cookie to enable the feature to function properly. Social Media buttons are either hosted by a third party or hosted directly on our Site.

This Privacy Policy does not apply to these features. Your interactions with these features are governed by the privacy policy and other policies of the companies providing them.

You may opt out at any time by clicking “Unsubscribe” in any newsletter or mass-marketing email received from our Company. You may also email us at contact@michaelberrycpa.com.

Parties to Whom We Disclose Information

As a general rule, we do not disclose personal information about our prospects who have uploaded information to our document sharing solution, clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:

  • To comply with a validly issued and enforceable subpoena or summons.

  • In the course of a review of our firm’s practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board of the organization.

  • In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.

  • As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

  • To provide information to affiliates of the firm and non-affiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.)

Security

The security of your Personal Information is important to us, but remember that no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information against unauthorized access, alteration, or premature destruction.