Privacy Policy
Wald CPA PLLC ("we," "us," or "our") respects your privacy. This policy outlines how we collect, use, and safeguard information when you interact with our firm, whether through our website, during consultations, or as part of an engagement.
Information We Collect
We may collect personal and business information that you voluntarily provide, including contact details, engagement documents, financial records, and any other materials needed to deliver professional services. We also gather limited technical information, such as browser type and pages visited, to maintain website performance.
How We Use Information
Information is used to provide accounting and advisory services, communicate with you, comply with legal and regulatory requirements, and improve our offerings. We do not sell or rent your information. When needed, we may share data with trusted service providers who support our operations, subject to confidentiality obligations.
Data Security
We employ administrative, technical, and physical safeguards designed to protect your information. These measures include secure client portals, encryption, access controls, and regular review of our policies and systems.
Your Choices
You may request access to, correction of, or deletion of personal information, subject to professional and legal requirements. To submit a request, or if you have questions about this policy, please contact us using the details below.
Contact Us
Email: hello@waldcpa.com
Mailing Address: 104 S. 4th Street, Hamilton, MT 59840
This policy was last updated on November 1, 2025. We may update it periodically and will post the revised version on this page.