Privacy Policy

1. Introduction

BW&T Business Advisers ("BW&T," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit accountingbwtba.com (the "Website") or otherwise interact with our business advisory and accounting services.

By using the Website, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Website.

2. Information We Collect

We may collect the following types of information:

a. Information You Provide Directly

• Name, email address, phone number, and company name submitted through contact forms
• Information provided when requesting a consultation or downloading resources (such as our "Ready to Expand?" checklist)
• Correspondence you send us, including emails and messages
• Information provided if you sign up for a newsletter or subscribe to updates

b. Information Collected Automatically

• IP address, browser type, device type, and operating system
• Pages visited, time spent on pages, and referring/exit pages
• Cookies and similar tracking technologies (see Section 4)

c. Information from Third Parties

• Information from social media platforms (such as Facebook/Instagram) if you interact with our pages or ads
• Analytics data from tools such as Google Analytics or Meta Pixel

3. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and provide requested information about our services
• Deliver downloadable resources (such as checklists or guides) you request
• Communicate with you about our services, updates, or promotional content (where permitted)
• Improve our Website's content, functionality, and user experience
• Analyze Website traffic and marketing campaign performance
• Comply with legal obligations and protect our legal rights

4. Cookies and Tracking Technologies

Our Website may use cookies and similar technologies to:

• Remember your language preference (English/Spanish)
• Analyze site traffic and usage patterns
• Support advertising and retargeting efforts on platforms such as Meta (Facebook/Instagram)

You can control or disable cookies through your browser settings. Disabling cookies may affect certain features of the Website.

5. Sharing of Information

We may share your information with:

• Service providers who help us operate the Website, host data, send communications, or process analytics (e.g., email marketing platforms, web hosting providers)
• Marketing platforms such as Meta (Facebook/Instagram) for advertising and lead-generation purposes
• Legal and regulatory authorities, when required by law or to protect our rights, property, or safety
• Business transfers, in the event of a merger, acquisition, or sale of business assets

We do not share your information with third parties for their own independent marketing purposes without your consent.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.

8. Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, including the right to:

• Access the personal information we hold about you
• Request correction or deletion of your information
• Opt out of marketing communications at any time (via the "unsubscribe" link in our emails or by contacting us directly)
• Object to or restrict certain processing of your information

To exercise these rights, please contact us using the information in Section 11.

9. Children's Privacy

Our Website and services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

10. Third-Party Links

Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

11. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. The "Last Updated" date at the top of this policy indicates when it was last revised. We encourage you to review this policy periodically.