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Privacy
Policy.

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How we handle the information you share with us — what we collect, why we collect it, and the controls you have over it.

Effective Date: April 1, 2025
We do not sell, rent, or share your information for marketing purposes.
Financial details are treated with full professional confidentiality.

TW Accounting & Consulting ("we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you provide to us. This policy describes how we collect, use, disclose, and safeguard your information when you visit twaccounting.org or engage with our forms. Please read it carefully.

01

Information
We Collect

We may collect the following categories of information when you voluntarily provide it through our contact forms, secure portals, or other means of communication:

Contact Full name, email address, and phone number.
Business Legal business name, Employer Identification Number (EIN), entity type, and estimated revenue.
Operational Current accounting systems in use and details regarding your financial history or business structure.

We do not process direct payments or collect credit card information through our website.

02

How We Use
Your Information

We use the information we collect for the following operational and professional purposes:

01 To respond to your inquiries and schedule consultations.
02 To provide accurate quotes, proposals, or details about our accounting and consulting services.
03 To facilitate the secure onboarding of new clients and independent contractors.
04 To improve our website, service offerings, and overall client experience.
05 To communicate with you regarding updates, administrative matters, or changes to our terms.
03

Disclosure
of Information

We do not sell, rent, or share your personal information with third parties for marketing purposes.

We may disclose your information in the following specific circumstances:

Service Providers

Trusted third-party providers who assist us in operating our website, hosting secure forms, or managing business operations (e.g., Fillout, Web3Forms), provided they maintain industry-standard security and agree to keep the information confidential.

Legal Obligations

To comply with legal obligations, regulatory requirements, or lawful requests by public authorities.

Protection of Rights

To protect the firm's rights, privacy, safety, or property — or that of our clients.

04

Data
Security

We implement appropriate technical and organizational measures to safeguard your personal information from unauthorized access, disclosure, alteration, or destruction. As a professional accounting practice, we treat all submitted business details with the utmost confidentiality.

However, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

05

Your
Data Rights

Depending on your jurisdiction, you may have the right to:

Access the personal data we hold about you.
Request correction or deletion of your personal information.
Withdraw your consent where processing is based on consent.

To exercise these rights, contact us directly using the information below.

06

Third-Party
Websites

Our site may contain links to third-party websites or portals. We are not responsible for the content, privacy policies, or security practices of any external sites. We encourage you to review the privacy policies of any third-party sites you visit.

07

Changes
to This Policy

We reserve the right to update or modify this Privacy Policy at any time to reflect changes in our practices or relevant laws. Changes will be posted on this page with an updated effective date at the top.

08

Contact
Us

If you have any questions about this Privacy Policy, our data practices, or wish to exercise your data rights, reach out directly:

Direct Contact
Thomas M. Walsh, CPA
Founder & Principal
thomaswalsh.cpa@twaccounting.org