Privacy Policy
Effective Date: 1/24/2025
Womeldorph, CPAs, P.A. ("we," "us," "our") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with us, including through our website, communications, and services. Please read this Privacy Policy carefully. By using our services, you agree to the practices described in this Privacy Policy.


1. Information We Collect
We may collect the following types of information:
1.1 Personal Information:

• Name
• Email address
• Phone number
• Mailing address
• Social Security Number (SSN) or Tax Identification Number (TIN) (for tax preparation services)
• Financial information, such as bank account details or income information

1.2 Non-Personal Information:

• Browser type
• Device type
• IP address
• Usage data (e.g., pages viewed, time spent on our website)

1.3 Sensitive Information: We may collect sensitive information when necessary to provide our services (e.g., financial records or tax documents). We only collect this information with your consent and take extra precautions to protect it.


2. How We Use Your Information
We use the information we collect for the following purposes:

• To provide accounting, tax, and advisory services
• To prepare and file tax returns
• To respond to inquiries and provide customer support
• To send updates, reminders, or communications related to our services
• To comply with legal obligations
• To improve our website, services, and communications

3. Information Sharing and Disclosure
We do not sell, rent, or trade your personal information. However, we may share your information under the following circumstances:

• With Service Providers: We may share your information with trusted third-party service providers who assist in delivering our services, such as payroll processors, tax software providers, or IT support services.
• Legal Compliance: We may disclose information to comply with legal requirements, such as subpoenas, court orders, or other lawful requests.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring party.

4. Data Security
We implement appropriate technical and organizational measures to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
We will never request sensitive information, such as Social Security Numbers, financial account details, or passwords, via the text messaging platform. If you receive such a request, please contact us immediately.


5. Your Privacy Rights
Depending on your location, you may have the following rights:

• Access: You can request a copy of the personal information we hold about you.
• Correction: You can request that we correct inaccuracies in your personal information.
• Deletion: You can request that we delete your personal information, subject to legal or contractual obligations.
• Opt-Out: You can opt out of receiving promotional communications by following the unsubscribe instructions in the communication or contacting us directly.

6. Data Retention
We retain your information only as long as necessary to fulfill the purposes for which it was collected, comply with legal requirements, or resolve disputes.


7. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites, and we encourage you to review their privacy policies.


8. Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this Privacy Policy periodically.


9. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
Womeldorph, CPAs, P.A.
8632 State Road 70 E, Bradenton, FL 34202

Phone: 941-351-3561