Privacy Policy
At Wanatee Accounting Services LLC., we are committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our accounting, tax, and advisory services. We adhere to all applicable privacy laws and ethical standards to ensure that your data is handled with the highest level of care and integrity.
Privacy Policy
Effective Date: 6/2/25
1. Introduction
Wanatee Accounting Services LLC. ("we," "us," or "our") is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you engage our accounting services.
2. Information We Collect
We may collect the following types of information:
-
Personal Identifiers: Name, address, phone number, email, date of birth, Social Security Number, Tax Identification Number.
-
Financial Information: Income, employment data, bank account details, credit card information, tax returns, investment records, and transaction history.
-
Business Information: Company financials, payroll data, contracts, tax filings, and other sensitive documents.
-
Technical Data: IP addresses, browser type, and usage data collected via our website or client portal.
3. How We Use Your Information
We use your information to:
-
Provide accounting, tax, audit, and consulting services.
-
Prepare and file tax documents.
-
Communicate with you about your account, deadlines, and services.
-
Comply with legal and regulatory requirements.
-
Enhance and secure our website and internal systems.
4. How We Share Your Information
We do not sell or rent your information. We may share your data with:
-
Authorized personnel within our firm.
-
Third-party service providers (e.g., tax software, cloud storage providers) under confidentiality agreements.
-
Regulatory authorities or legal entities when required by law, subpoena, or audit.
-
Your authorized agents or representatives, as instructed by you.
5. Data Security
We use industry-standard physical, technical, and administrative safeguards to protect your information. These include encryption, secure servers, limited access protocols, and regular staff training.
6. Data Retention
We retain your data only as long as necessary to fulfill our services, comply with legal obligations, and resolve disputes. We securely delete or anonymize data when no longer needed.
7. Your Rights
Depending on your jurisdiction, you may have rights to:
-
Access, correct, or delete your personal data.
-
Object to or restrict processing.
-
Withdraw consent (where applicable).
-
Lodge a complaint with a data protection authority.
To exercise these rights, contact us at Lisa@wanateeaccoounting.com.
8. Cookies & Website Analytics
Our website may use cookies and third-party analytics (e.g., Google Analytics) to improve user experience. You can manage cookies through your browser settings.
9. Children’s Privacy
Our services are not intended for individuals under 13 years of age. We do not knowingly collect data from children.
10. Changes to This Policy
We may update this policy from time to time. We will notify you by posting the revised version on our website with a new effective date.
11. Contact Us
If you have questions or concerns about this policy, please contact:
Wanatee Accounting Services, LLC.
9 East Southridge Road suite b, Marshalltown, IA, USA
641.753.1227
Lisa@wanateeaccounting.com