Privacy and Policy

Wood and Sons Accounting & Tax - We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, contact us, or use our accounting and tax preparation services.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

Name, address, email, and phone number

Date of birth and Social Security number (for tax filings)

Employer or business information

Tax and financial data provided for accounting purposes

b. Non-Personal Information

Browser type, device information, and IP address

Cookies or tracking technologies used to analyze website traffic

2. How We Use Your Information

We use the information we collect to:

Provide accounting, bookkeeping, and tax preparation services

File and manage your tax documents with government agencies

Communicate with you about your account, services, or inquiries

Maintain records for compliance with legal and regulatory obligations

Improve our website, services, and customer experience

Send important updates, reminders, or promotional offers (if you’ve opted in)

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share it only when necessary to:

File taxes or fulfill accounting tasks with authorized agencies (e.g., IRS, state tax departments)

Work with trusted third-party vendors or service providers who help us operate (e.g., secure document storage, payment processing)

Comply with legal obligations or respond to lawful requests from public authorities

4. Data Security

We use appropriate administrative, technical, and physical safeguards to protect your personal data from unauthorized access, alteration, or disclosure. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Your Rights & Choices

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

Access, correct, or delete your personal information

Opt out of marketing communications

Withdraw consent (where applicable)

Request a copy of your personal data

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

6. Cookies & Tracking Technologies

Our website may use cookies or analytics tools to enhance your browsing experience and understand how visitors interact with our site. You can adjust your browser settings to refuse cookies if you prefer.

7. Data Retention

We retain your personal information only for as long as necessary to provide services, comply with legal obligations, and maintain accurate records for tax and accounting purposes.

8. Third-Party Links

Our website may contain links to external sites not operated by us. We are not responsible for the privacy practices or content of those websites.

9. Children’s Privacy

Our services are not directed toward individuals under 18. We do not knowingly collect information from minors.

10. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be reflected with a new “Last Updated” date at the top of this page.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or your personal data, please contact us at:

Email: [email protected]