Privacy policy

Who we are

This website is operated by West Financial Services LLC, a virtual tax and accounting firm registered in Florida. You can reach us at hello@westfinancialservicesllc.com or (386) 244-9100.

What we collect

When you fill out a form on this site — to book a call, contact us, or request a free resource — we collect what you type in: typically your name, email address, and anything you write in a message field. If you book a call through our scheduling tool, that tool also collects the details needed to set the appointment.

Like most websites, our hosting service keeps standard technical logs (such as IP addresses and pages visited) to keep the site running and secure.

How we use it

We use your information to respond to you, schedule and hold the meetings you request, and send you the resources you asked for. If you join our email list, we use your email to send the content you signed up for. Every marketing email includes a way to unsubscribe.

What we do not do

We do not sell your personal information. We do not share it with third parties for their marketing. We share it only with the service providers that make this site work — such as our website host, scheduling tool, and email service — and only for those purposes.

Client information

Information you share with us as a client — financial records, tax documents, and the like — is handled under stricter professional confidentiality than this website policy, and through secure channels we set up with you directly. This policy covers the website.

Cookies

This site uses only the cookies needed for it to function. If we add analytics or embedded tools that set additional cookies, we will update this policy to say so.

Your choices

You can ask us what information we hold about you, ask us to correct it, or ask us to delete it. Email hello@westfinancialservicesllc.com and we will respond.

Changes to this policy

If this policy changes, the new version will be posted here with a new effective date.