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Privacy Policy

A legal disclaimer

At Wardlaw CPA, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you interact with our services—whether in person, online, or through other communication channels.

We are committed to maintaining the confidentiality, integrity, and security of the information you entrust to us.

 

Who We Are

Wardlaw CPA is an accounting and advisory firm located in Stony Point, New York. We provide tax preparation, bookkeeping, financial consulting, and strategic advisory services to individuals, entrepreneurs, and small to mid-sized businesses.

 

Information We Collect

We collect only the information necessary to serve you professionally and responsibly. This may include:

  • Personal Identification Information: Name, email address, mailing address, phone number, date of birth.

  • Financial Information: Tax identification numbers, income statements, bank account details (as required for advisory purposes), and other financial documents.

  • Business Information: Company name, legal structure, ownership details, payroll data, and profit/loss statements.

  • Service-Related Information: Details you voluntarily provide during consultations, through our website forms, intake documents, or email communications.

We do not collect sensitive personal data unrelated to our services, such as religious beliefs, biometric data, or political opinions.

 

How We Use Your Information

We use your information solely to deliver personalized, professional accounting and advisory services. This includes:

  • Scheduling and conducting meetings or consultations

  • Preparing tax filings, reports, and financial statements

  • Offering business or personal financial advice

  • Complying with legal and regulatory obligations

  • Responding to service requests or inquiries

  • Enhancing the quality of your client experience

We do not sell, rent, or share your personal information for marketing or advertising purposes.

 

Confidentiality & Professional Standards

As a certified public accounting firm, we are bound by strict professional and ethical confidentiality standards established by the AICPA, IRS, and applicable laws.

We will only share your information in the following cases:

  • With your explicit written or verbal consent

  • With third-party vendors or service providers who assist us in delivering services (e.g., secure tax software), under signed confidentiality agreements

  • When legally required by subpoena, court order, or government regulation

Your privacy is a foundational part of our professional practice.

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Data Retention

We retain your data only for as long as necessary to:

  • Provide the services you’ve requested

  • Fulfill legal or regulatory obligations

  • Resolve disputes or enforce our agreements

Upon your written request, and subject to legal or regulatory requirements, we will delete or anonymize your personal data.

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Data Security

We maintain reasonable and appropriate administrative, physical, and technical safeguards to protect your data, including:

  • Password-protected systems and software

  • Encrypted file storage and communication tools

  • Confidentiality agreements for team members and service providers

  • Access controls based on business needs

While we strive to use best-in-class security practices, no system is completely immune from risk. We continuously monitor and improve our data protection measures.

 

Your Rights

You have the right to:

  • Access your personal information

  • Request corrections to inaccurate or outdated information

  • Request deletion of your data (subject to applicable legal requirements)

  • Withdraw your consent where processing is based on consent

To exercise your rights, please contact us using the details provided below.

 

Third-Party Tools and Links

Our website or communications may use third-party tools (e.g., scheduling platforms, secure document portals) or link to third-party websites. We are not responsible for the privacy practices of these third parties and recommend reviewing their privacy policies before sharing personal information.

 

Children’s Privacy

Our services are not directed at, and we do not knowingly collect personal information from, children under the age of 18.

 

Policy Updates

We may update this Privacy Policy from time to time to reflect changes in laws or service practices. Updates will be posted on our website with a revised effective date. Continued use of our services after changes are made constitutes your acceptance of the updated policy.

 

Contact Us

If you have any questions about this Privacy Policy or would like to make a request regarding your personal information, please contact us:

Wardlaw CPA
Stony Point, New York
Email: info@wardlawcpa.com

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