Privacy Policy

1. Information We Collect

When you contact us through our website, schedule a consultation, or reach out by phone or email, you provide information like your name, email address, phone number, and business name. We collect this because you gave it to us directly.

If you become a client, we also collect information necessary to provide our accounting and tax services. This includes financial records, tax documents, and business information relevant to your engagement.

Our website also collects some technical information automatically. This may include your IP address, browser type, and how you navigate the site. This happens through cookies and similar technologies described below.

2. Cookies and Analytics

Cookies are small files stored on your browser that help websites function and remember your preferences.

Google Analytics: We use Google Analytics to collect anonymous data about how visitors use our site. This helps us understand which pages are helpful and where we can improve. The data is aggregated and does not identify you personally.

Cloudflare: Our website uses Cloudflare for security and performance. Cloudflare may collect technical data such as your IP address and browser information to protect our site from malicious traffic and to deliver pages faster. Cloudflare may also provide us with anonymous analytics about site visits.

You can manage or disable cookies through your browser settings. Disabling cookies may affect how some parts of our site work.

3. How We Use Your Information

We use the information we collect for straightforward purposes:

• To respond when you contact us.
• To schedule consultations.
• To provide tax, accounting, and advisory services if you become a client.
• To improve our website based on how visitors use it.

We do not sell your personal information to anyone.

4. When We Share Information

We keep your information private unless sharing is necessary to provide our services or required by law. If you become a client and we need to work with your attorney, another professional on your team, or trusted service providers to complete your engagement, we will ask for your permission first.

5. How We Protect Your Information

We take security seriously. Your data is protected with encryption and secure systems. Client financial and tax information is handled through professional-grade software designed for this work.

While we take strong precautions, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

6. Your Rights

You have the right to know what personal information we hold about you. You can ask us to correct it, update it, or delete it. Just reach out using the contact information below.

7. Updates to This Policy

If we update this policy, we will post the revised version here and update the date at the top of the page.

8. Contact Us

Questions about this privacy policy? Email us at info@wealthpartnerscpa.com .