Privacy Policy
Effective Date: 2/26/2025
Business Name: Westfall Consulting LLC
Website: westfallconsulting.net
1. Introduction
Westfall Consulting (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients and website visitors. As a tax preparation, accounting, tax planning, audit, and tax resolution consulting firm, we understand the sensitive nature of the financial and personal information entrusted to us.
This Privacy Policy explains how we collect, use, store, protect, and disclose your information when you visit our website or engage our services.
2. Information We Collect
We may collect the following categories of information:
A. Personal Identification Information
Full name
Address
Email address
Phone number
Date of birth
Social Security Number (SSN) or EIN
Driver’s license or government-issued ID
B. Financial & Tax Information
Income documentation (W-2s, 1099s, K-1s, etc.)
Bank account and routing numbers
Business financial records
Profit and loss statements
Prior year tax returns
Audit documentation
IRS correspondence
C. Business Information
Business entity details
EIN
Accounting records
Payroll information
Contractor information
D. Website & Technical Data
IP address
Browser type
Cookies and usage data
Device information
3. How We Collect Information
We collect information through:
4. How We Use Your Information
We use your information to:
We do not sell, rent, or trade your personal information to third parties.
5. Confidentiality & Professional Standards
As a tax and financial consulting firm, we adhere to:
Client information is treated as strictly confidential and is only accessed by authorized personnel.
6. Data Security
We implement administrative, technical, and physical safeguards to protect your information, including:
Despite our best efforts, no system is 100% secure. However, we take commercially reasonable steps to protect your data.
7. Sharing of Information
We may share information only when necessary:
All third-party providers are expected to maintain appropriate data security standards.
8. Data Retention
We retain client records in accordance with IRS regulations and professional best practices, typically for a minimum of 3–7 years unless a longer retention period is required by law. After the retention period, records are securely deleted or destroyed.
9. Cookies & Website Tracking
Our website may use cookies to:
You may disable cookies through your browser settings.
10. Your Rights
Depending on your state of residence, you may have the right to:
To exercise your rights, contact us at:
Email: admin@westfallconsulting.net
Phone: 314-860-1160
11. Children’s Privacy
Our services are not directed toward individuals under the age of 18. We do not knowingly collect personal information from minors without parental consent.
12. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those external sites.
13. Updates to This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with a revised effective date.
14. Contact Information
If you have questions regarding this Privacy Policy, please contact:
Westfall Consulting LLC
11628 Old Ballas Rd
St. Louis, MO 63141
Email: admin@westfallconsulting.net
Phone: 314-860-1160
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