1. Information We Collect
We collect various types of information depending on your interactions with us. This may include:

• Personal Information: Information you provide directly to us, such as your name, email address, mailing address, phone number, date of birth, Social Security Number (SSN), Tax Identification Number (TIN), and other personal details necessary for providing tax preparation, payroll, or bookkeeping services.

• Financial Information: Bank account details, credit/debit card information, payroll data, income records, tax documents, and other financial information that you submit to us for our services.

• Business Information: If you represent a business, we may collect Employer Identification Numbers (EINs), payroll details, and employee tax forms to perform our services.

• Communication Information: Information from communications with us, including details sent via email, phone, SMS (text) messages, and forms submitted on our website.

• Website Usage Information: Automatically collected data, such as your IP address, browser type, operating system, referral source, pages viewed, time spent on the site, and other analytical data about your browsing activity.

• SMS Information: If you opt to receive SMS notifications, we will collect your mobile phone number and the content of any messages exchanged. In compliance with 10DLC regulations, we may also collect logs of the text messages sent and received.
   

2. How We Use Your Information
We use the information we collect to provide services to you and improve your experience. Specific uses include:

• Service Delivery: To prepare tax filings, manage payroll, handle bookkeeping tasks, and ensure that our financial services are tailored to your needs.

• Payment Processing: To facilitate payments for services, issue invoices, and provide receipts.

• Communication: To respond to your inquiries, send updates regarding your account or services, and provide information on new services. We may communicate with you via email, phone, or SMS based on your preferences.

• SMS Messaging: In compliance with the 10DLC registration, we may use SMS to send time-sensitive information such as appointment reminders, tax deadlines, payment confirmations, and important notifications related to your services. By providing your mobile number, you consent to receiving such communications. You may opt out at any time by replying "STOP" to any message.

• Marketing Communications: With your consent, we may send promotional materials or newsletters to keep you informed about new services, special offers, or relevant industry updates. You can unsubscribe from marketing communications at any time.

• Site Optimization and Analytics: To analyze site usage, improve the website experience, and ensure smooth functionality for users.

• Legal Compliance: To comply with legal obligations, respond to subpoenas, or provide information to law enforcement or regulatory agencies when required.
   

3. How We Protect Your Information
We take the security of your information seriously and implement multiple layers of protection. This includes:

• Data Encryption: Personal and financial data is encrypted both in transit and at rest using industry-standard encryption technologies.

• Access Control: Access to sensitive information is restricted to authorized personnel only. Our employees and third-party service providers follow strict data protection protocols.

• Monitoring: We continually monitor our systems for potential security vulnerabilities and take appropriate measures to prevent data breaches.

• Retention Policies: We retain your personal information only as long as necessary for the purposes outlined in this policy or as required by law. When no longer needed, your data is securely destroyed or anonymized.
   

Despite our best efforts, no data transmission over the internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.

4. Information Sharing and Disclosure
We do not sell or trade your personal information to third parties. However, we may share your data with trusted partners and service providers in specific situations, including:

• Third-Party Service Providers: We may share your information with vendors, such as payment processors, tax preparation software providers, and IT service providers, who assist us in delivering our services. These providers are bound by confidentiality agreements and may only use your information for the specific purpose of performing services for us.

• Legal Requirements: We may disclose your personal information if required to do so by law, in response to a subpoena, or if we believe such action is necessary to comply with legal obligations, protect our rights, or safeguard the safety of our clients.

• Business Transfers: In the event of a merger, acquisition, or sale of Weller Consulting's assets, your information may be transferred to the new entity as part of the transaction.
   

5. SMS Messaging and 10DLC Compliance
Weller Consulting is registered under the 10DLC (10-Digit Long Code) compliance program, which ensures proper SMS communication for businesses. As part of this compliance:

• Purpose of SMS Communications: We may use SMS to send important reminders, updates, and alerts directly related to your services. These messages may include tax deadlines, payroll updates, service confirmations, and urgent communications.

• Opt-Out: If you wish to opt out of receiving SMS communications, you may do so at any time by replying "STOP" to any message or contacting us at [Insert Contact Information].

• Consent: By providing your mobile number and consenting to SMS communications, you acknowledge and agree that messaging rates may apply depending on your carrier. We will not use your mobile number for unsolicited marketing purposes unless you provide explicit consent.
   

6. Your Privacy Rights
You have the following rights regarding your personal information:

• Access: You can request access to the personal information we hold about you.

• Correction: If any information we hold is inaccurate or incomplete, you can request corrections.

• Deletion: You may request that we delete your personal information, subject to any legal retention requirements.

• Opt-Out: You have the right to opt out of marketing communications and SMS messaging at any time. For marketing emails, use the "unsubscribe" link provided in the email. For SMS messages, reply "STOP."

To exercise these rights, please contact us at [Insert Contact Email or Phone Number].

7. Cookies and Tracking Technologies
We use cookies and similar technologies to enhance your experience on our website. Cookies allow us to recognize you on return visits, personalize your experience, and gather analytics on how our website is used.

• Types of Cookies Used: We use both session cookies (which expire when you close your browser) and persistent cookies (which remain until deleted or expire). These may include essential cookies for website functionality, performance cookies for site analytics, and preference cookies to store your settings.

• Managing Cookies: You can control the use of cookies through your browser settings. Please note that disabling cookies may affect the functionality of our website.
   

8. Third-Party Links
Our website may contain links to external sites. Weller Consulting is not responsible for the privacy practices of other websites, and we encourage you to review their privacy policies before providing any personal information.

9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a new effective date. We encourage you to review this policy regularly to stay informed about how we protect your information.

10. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your information, please contact us at: info@wellerconsulting.com