Privacy Policy

Last Updated: August 14, 2026

Walz & Co Accounting ("Walz & Co Accounting," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide when visiting our website, www.walzcoaccounting.com (the "Website").

This Privacy Policy explains what information we may collect, how we use it, how we protect it, and the choices you have regarding your information.

By using our Website, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information that you voluntarily provide to us when you interact with our Website, including when you:

  • Submit a contact or inquiry form

  • Request information about our services

  • Schedule a consultation or discovery call

  • Subscribe to email communications or newsletters

  • Contact us by email or phone

  • Communicate with us through other forms of contact made available through the Website

Depending on how you interact with us, this information may include:

  • Your name

  • Business name

  • Email address

  • Phone number

  • Business type or industry

  • Services you are interested in

  • Information about your bookkeeping or accounting needs

  • Information you provide in messages or consultation requests

  • Any other information you voluntarily choose to provide

Please do not submit sensitive personal, financial, tax, banking, Social Security, or other confidential information through a general website contact form.

If you become a client of Walz & Co Accounting, additional information may be collected through secure systems or client portals as part of providing professional services. Information collected as part of a client engagement may be subject to additional agreements, policies, and professional obligations.

2. Information Collected Automatically

When you visit our Website, certain information may be collected automatically through cookies, analytics tools, and similar technologies.

This information may include:

  • IP address

  • Browser type

  • Device type

  • Operating system

  • Pages visited

  • Time spent on pages

  • Referring websites or sources

  • General geographic information

  • Website navigation and usage patterns

We may use this information to understand how visitors use our Website, improve our content and services, monitor Website performance, and improve the overall user experience.

3. Cookies and Similar Technologies

Our Website may use cookies and similar technologies to help the Website function properly, understand visitor behavior, and improve Website performance.

Cookies are small data files that may be stored on your device when you visit a website.

You may be able to control or disable cookies through your web browser settings. Disabling cookies may affect certain Website functionality.

4. Analytics

We may use third-party analytics services, such as Google Analytics or analytics tools provided by our website hosting platform, to understand Website traffic and visitor behavior.

These services may collect information about how visitors interact with our Website, including pages visited, approximate geographic location, device information, and referral sources.

We use this information for purposes such as:

  • Measuring Website traffic

  • Understanding which pages and content are most useful

  • Improving Website performance

  • Evaluating marketing efforts

  • Improving our services and user experience

These third-party services may collect and process information in accordance with their own privacy policies.

5. How We Use Your Information

We may use information you provide to:

  • Respond to inquiries and requests

  • Communicate with you about our services

  • Schedule consultations or discovery calls

  • Evaluate whether our services may be a good fit for your needs

  • Provide requested information

  • Follow up on inquiries

  • Improve our Website, services, and customer experience

  • Send newsletters, educational content, or other communications if you have requested or consented to receive them

  • Maintain records of communications and inquiries

  • Protect the security and integrity of our Website

  • Comply with applicable legal and regulatory requirements

We do not sell your personal information.

6. Sharing of Information

We may share information with trusted third-party service providers who help us operate our business and Website.

These providers may include services used for:

  • Website hosting

  • Website analytics

  • Email communication

  • Scheduling and appointment management

  • Customer relationship management

  • Form submissions

  • Business administration and technology services

These third parties are permitted to use information only as reasonably necessary to provide services to us or as otherwise permitted by applicable law.

We may also disclose information when we believe disclosure is necessary to:

  • Comply with applicable law or legal process

  • Respond to lawful requests from governmental authorities

  • Protect our rights, property, or safety

  • Protect the rights, property, or safety of others

  • Investigate or prevent fraud, security issues, or other unlawful activity

7. Scheduling and Consultation Services

If you use a third-party scheduling service to book a consultation or discovery call with Walz & Co Accounting, the information you provide through that scheduling service may be collected and processed by the scheduling provider in accordance with its own privacy policy.

We may receive information such as your name, email address, phone number, appointment details, and any responses you provide through appointment intake questions.

We use this information to prepare for and conduct your consultation and to communicate with you regarding your inquiry.

8. Email Communications

If you voluntarily provide your email address, we may use it to respond to your inquiry or communicate with you regarding services you have requested.

If you separately subscribe to receive newsletters, educational resources, or marketing communications, you may unsubscribe at any time by following the unsubscribe instructions included in those communications.

Even if you opt out of marketing communications, we may continue to send you non-marketing communications when necessary to respond to an inquiry, provide requested services, or communicate regarding an existing business relationship.

9. Data Security

We take reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction.

However, no method of transmitting information over the Internet or storing information electronically can be guaranteed to be completely secure.

For your protection, please do not submit highly sensitive financial or personal information through general website forms or unsecured email.

If you become a client, we may provide or require the use of secure systems for sharing confidential financial documents and information.

10. Third-Party Websites

Our Website may contain links to third-party websites, services, or platforms.

These websites are not controlled by Walz & Co Accounting, and we are not responsible for their privacy practices, content, or security.

We encourage you to review the privacy policies of any third-party websites you visit.

11. Children's Privacy

Our Website is intended for business owners and adults and is not directed toward children under the age of 13.

We do not knowingly collect personal information from children under the age of 13.

If we become aware that we have collected personal information from a child under the age of 13, we will take reasonable steps to delete that information.

12. Your Privacy Rights

Depending on where you live and applicable law, you may have certain rights regarding your personal information.

These rights may include the ability to:

  • Request access to personal information we maintain about you

  • Request correction of inaccurate information

  • Request deletion of certain personal information

  • Request information about how your personal information is collected or used

  • Opt out of certain marketing communications

To make a privacy-related request, please contact us using the information provided below.

We may need to verify your identity before completing certain requests.

13. California Residents

If you are a California resident, you may have additional privacy rights under applicable California privacy laws.

Walz & Co Accounting does not sell personal information for monetary consideration.

If applicable law provides you with additional rights regarding your personal information, you may contact us using the information below to request information about or exercise those rights.

We will not discriminate against you for exercising privacy rights available to you under applicable law.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business practices, Website functionality, legal requirements, or privacy practices.

When we make changes, we will update the "Last Updated" date at the top of this Privacy Policy.

We encourage you to review this Privacy Policy periodically.

15. Contact Us

If you have questions about this Privacy Policy or how your personal information is handled, you may contact us at:

Walz & Co Accounting
Email: mwalz@walzcoaccounting.com
Website: www.walzcoaccounting.com