Effective Date: May 21, 2025 | Last Updated: May 21, 2025
We may collect: information you provide voluntarily (name, email, phone, business name, and details submitted through forms, scheduling tools, or email); automatically collected information (IP address, browser type, operating system, referring URLs, pages viewed) via standard server logs and analytics; and cookies and tracking technologies to improve functionality and analyze usage. We do not collect Social Security numbers or financial account numbers through this website.
We use information to respond to inquiries and schedule consultations, provide and improve our services, send service-related communications, analyze website traffic, and comply with applicable laws and professional obligations. We do not sell, rent, or trade your personal information for marketing purposes.
We share information only with service providers who help operate our business (under confidentiality obligations), when required by law, in the event of a business transfer, or as required by applicable professional confidentiality standards.
Our website links to third-party services such as scheduling and client-portal tools, each with their own privacy policies. We are not responsible for the practices of external websites.
We retain personal information only as long as necessary, or as required by law or professional regulations. Client engagement records may be retained for a minimum of seven (7) years per standard accounting practice.
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of internet transmission or storage is 100% secure, but we are committed to protecting your data.
Our services are not directed to individuals under 18, and we do not knowingly collect information from minors.
Depending on your location, you may have rights to access, correct, or delete your data (subject to retention requirements), and to opt out of non-essential communications. Contact us to exercise these rights.
California residents may have additional rights under the CCPA, including to know, delete, and opt out of the sale of personal data. We do not sell personal information.
We may update this policy and will revise the "Last Updated" date. Continued use after changes constitutes acceptance.
Questions? Email hello@westenadvisory.com or call (904) 870-6887. Service area: Texas and Florida.