Privacy Policy

Effective Date: January 1, 2026

This Privacy Policy describes how Meridian South CPA, Inc. (“Meridian South,” “we,” “us,” or “our”) collects, uses, shares, and protects information in connection with our website and services. Your use of our website does not create a tax, accounting, or attorney–client relationship, and nothing on this site constitutes tax, accounting, or legal advice.

1. Who We Are

Meridian South CPA, Inc. is a certified public accounting firm that focuses on registered agent coordination, entity management, and related state business compliance services, in coordination with third-party service providers. Our principal office is located in Tennessee, and we coordinate registered agent and related services for entities across multiple U.S. jurisdictions.

As a CPA firm, we are subject to the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct, including rules on confidentiality and safeguarding client information.

2. Information We Collect

The information we collect depends on how you interact with us and which services you use. Generally, we may collect:

  • Contact information: Name, business name, mailing address, email address, and phone number.

  • Business and entity information: Entity names, jurisdictions of formation or qualification, registered office address, officer/manager/member details, and other corporate data you provide for coordination and filing services.

  • Account and portal information: Information you submit through our client portal (such as the Moxo portal) or similar platforms, including documents, approvals, and communication history.

  • Payment information: Payment details (such as card information) used to pay our professional fees and related charges. Payment card data is processed and stored by our third-party payment processor (for example, Stripe); Meridian South does not store full card numbers on its own systems.

  • Government and identification information (limited): For certain filings or compliance activities, we may receive or transmit information such as EINs, officer names, or other identifiers needed to complete state forms.

  • Technical and usage information: IP address, browser type, device identifiers, pages viewed, and similar data, collected via cookies, pixels, or similar technologies where in use on our website.

You generally control how much information you provide, but some information is required for us and our third-party providers to deliver services.

3. How We Use Your Information

We use your information for purposes such as:

  • Providing and managing our services, including registered agent coordination, entity compliance filings, and related business compliance services.

  • Coordinating services with third-party providers (for example, Computershare and other registered agent or filing services, client portal providers, and payment processors).

  • Communicating with you about your entities, filings, notices, service of process, invoices, renewals, and engagement status.

  • Processing payments for our fees and any government or third-party charges that you authorize us or our providers to collect.

  • Operating, maintaining, and improving our website, client portal processes, and internal systems.

  • Complying with legal, regulatory, and professional obligations, including AICPA professional standards.

We may also use de-identified or aggregated information for analytics and service improvement without identifying you or your entities.

4. Our Relationship with Third‑Party Providers (Including Computershare)

Meridian South coordinates registered agent and certain corporate filing services through third-party providers, including Computershare Entity Solutions, Inc. and its affiliates, as well as technology and payment vendors.

  • Registered agent and filing providers: Computershare and similar providers act as registered agent of record and perform certain operational aspects of corporate filings. We share only the information reasonably necessary for them to perform their services, and their use of your information is governed by their own privacy statements and service terms.

  • Client portal and communication platforms: We use secure online platforms (such as the Moxo portal) to collect information from you, deliver documents and alerts, and obtain authorizations. These platforms may process and store your data under their own terms and privacy policies.

  • Payment processors: When you pay for services, your payment information is processed by a third-party payment processor (such as Stripe), which stores and uses your payment information according to its own security and privacy practices.

We expect these providers to maintain appropriate confidentiality and security controls and to use your information only for the purposes for which it was shared or as required by law.

5. How We Share Information

We may share your information in the following circumstances:

  • Service providers and vendors: With registered agent and corporate filing providers, client portal providers, payment processors, IT and security vendors, and other service providers who assist us in delivering our services and operating our business.

  • Affiliated and professional advisors: With affiliated entities and professional advisors (such as attorneys or other consultants engaged by us or by you) where reasonably necessary to support the services and subject to confidentiality obligations.

  • Government agencies and regulators: With Secretaries of State and other government authorities as necessary to complete filings, respond to inquiries, or comply with law, regulation, or legal process.

  • Other disclosures required or permitted by law: When we believe disclosure is appropriate to protect our rights, your safety or the safety of others, investigate fraud, or respond to a court order, subpoena, or similar request.

We do not sell your personal information or disclose it for unsolicited third‑party marketing.

6. Payments and Stored Payment Information

When you pay for services through our portal or payment link:

  • Your payment card details are transmitted directly to our payment processor and may be stored by that processor to support recurring or future charges that you authorize.

  • Meridian South may retain limited payment-related information (such as the last four digits of a card, transaction dates, invoice amounts, and associated entities) for billing, reconciliation, accounting, and audit purposes, consistent with applicable law and professional requirements.

If a payment is declined or not processed, your services or filings may be delayed or suspended until payment issues are resolved.

7. Cookies, Analytics, and Similar Technologies

Our website and any online services we use may employ:

  • Cookies: Small text files placed on your browser to help recognize your device, remember preferences, and understand how visitors use our site.

  • Pixels or similar tags: Code that helps us or our service providers associate online activity with a particular browser or device and measure site performance.

  • Analytics tools: We or our providers may collect aggregated usage data such as page views, time on site, and referral sources to help improve our website.

At this time, we do not provide a separate cookie banner or preference tool. You can usually manage cookies through your browser settings by refusing or deleting certain cookies; doing so may affect how some features of our site function. If we later implement a cookie banner or consent tool, we will update this section to describe how you can manage your preferences.

Links from our website to third-party sites (including Computershare or other platforms) may involve additional cookies or tracking technologies governed by those parties’ own policies.

8. Data Security

We maintain administrative, technical, and physical safeguards designed to protect the confidentiality and security of the information we hold and to help prevent unauthorized access, use, or disclosure. These measures may include encryption in transit where feasible, access controls, authentication procedures, and periodic review of security practices.

Despite our efforts, no method of transmission or storage is completely secure. You are responsible for keeping your login credentials, portal access details, and passwords confidential and for notifying us promptly if you suspect any unauthorized access to your account or documents.

9. Confidentiality and AICPA Standards

As a CPA firm, we are subject to the AICPA Code of Professional Conduct, which includes rules governing confidential client information. We maintain the confidentiality of client information except where disclosure is:

  • Necessary to provide or coordinate the services you have requested, including with registered agent and filing providers, portals, payment processors, and other service providers.

  • Required or permitted by law, regulation, court order, or government request.

  • Required to comply with professional or ethical obligations or to protect our rights or the rights and safety of others.

We do not provide legal services, and our coordination with Computershare or other providers does not constitute legal advice.

10. Your Choices and Responsibilities

You may choose what information to provide to us, but certain information is necessary for us and our third-party providers to deliver services and complete filings. You are responsible for:

  • Providing accurate, complete, and current information about your entities and designated contacts.

  • Updating us promptly if your information changes (for example, contact details, officers, managers, or addresses).

  • Reviewing and responding to notices, documents, and alerts we provide through our client portal or other agreed methods, especially time-sensitive items such as service of process and compliance deadlines.

If you wish to access, correct, or inquire about information we hold, you may contact us using the information in Section 15.

11. State and International Privacy Rights

Our principal office is in Tennessee, and we primarily serve business clients in Tennessee and other U.S. jurisdictions. Privacy and data protection laws may provide additional rights depending on where you reside or do business, such as rights to access, correct, delete, or restrict certain uses of your personal information, or to receive information about how your data is processed.

To the extent such rights apply to you under Tennessee law or other U.S. state or international privacy regimes, we will handle your request in accordance with applicable law and, where we act as a service provider/processor to a client, in coordination with that client’s obligations. If you wish to exercise any such rights, please contact us as described below.

12. Children’s Privacy

Our website and services are intended for business and professional users and are not directed to children under 13. We do not knowingly collect personal information from children under 13.

13. Data Retention

We retain information for as long as reasonably necessary to:

  • Provide services under our engagement letters and agreements.

  • Maintain records required by law, regulation, or professional standards.

  • Resolve disputes, enforce our agreements, and support our legitimate business purposes.

Retention periods may vary based on the nature of the information, the services provided, and legal or regulatory requirements.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will revise the “Effective Date” at the top of this page. Your continued use of our website or services after any changes become effective constitutes your acceptance of the updated policy.

15. Contact Us

If you have questions about this Privacy Policy or our data practices, or if you wish to exercise applicable privacy rights, please contact us:

Meridian South CPA, Inc.
159 4th Avenue North, Suite 100 #2116
Nashville, TN 37219
Email: info@meridiansouthcpa.com
Phone: 888-660-4436