Privacy Policy

Effective Date: August 19, 2026

Weissgarber CPA PC (“Weissgarber CPA,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains how information may be collected, used, disclosed, and protected when you visit ltwcpa.com (the “Website”), submit an inquiry, subscribe to communications, or otherwise interact with us through the Website.

This Privacy Policy applies to information collected through the Website. If you become a client of Weissgarber CPA, additional confidentiality, professional, contractual, and legal obligations may apply to information provided in connection with our professional services.

Information You Provide to Us

We may collect personal information that you voluntarily provide through the Website, including:

  • Your name

  • Email address

  • Telephone number

  • General information about your tax, business, investment, or financial circumstances

  • The professional services you are interested in

  • An approximate household income range, if you choose to provide it

  • Information included in a consultation request or other communication

  • Your email address and communication preferences if you subscribe to Advisory Insights or other communications

Please do not submit Social Security numbers, tax identification numbers, bank or investment account numbers, passwords, complete tax returns, or other highly sensitive personal information through general Website forms or ordinary email.

If sensitive tax documents or other confidential records are needed in connection with our professional services, we will provide instructions for submitting them through an appropriate secure system.

Information Collected Automatically

When you visit the Website, our website platform and related service providers may automatically collect information about your visit and the device you use.

This information may include your browser and device information, network information, IP address, pages viewed, referring pages, traffic source, clicks, scrolling activity, and other information about how visitors interact with the Website.

Squarespace uses cookies and related technologies to support website functionality and analytics, including information used to measure website traffic and visitor interactions.

How We Use Information

We may use information collected through the Website to:

  • Review and respond to consultation requests and other inquiries

  • Determine whether the services you are seeking may align with our practice

  • Communicate with prospective and existing clients

  • Provide information you request about our services

  • Administer and improve the Website

  • Understand Website traffic and how visitors use the Website

  • Maintain the security and integrity of the Website and our systems

  • Maintain appropriate business and professional records

  • Comply with applicable legal, regulatory, professional, and ethical obligations

  • Send Advisory Insights or other marketing communications when you have separately requested or consented to receive them

Submitting a consultation request does not establish a CPA-client relationship and does not constitute an engagement for professional services.

We do not use information submitted through a consultation request to provide individualized tax advice unless an appropriate professional engagement has been established.

Email Communications and Advisory Insights

If you voluntarily subscribe to Advisory Insights or another mailing list, we may use the email address you provide to send the communications you requested.

You may unsubscribe from marketing emails at any time by using the unsubscribe link provided in the communication or by contacting us.

Submitting a consultation request does not, by itself, enroll you in marketing communications unless you separately choose to subscribe.

Cookies and Analytics

The Website may use cookies and similar technologies for necessary website functionality, analytics, preferences, security, and other permitted purposes.

Squarespace and other services enabled on the Website may place cookies or similar technologies on your device. Squarespace provides website owners with tools to manage cookie consent and restrict certain non-essential cookies until a visitor provides consent.

Where available, you may use the Website's cookie controls to accept, decline, or manage certain categories of cookies.

You may also be able to control cookies through your browser or device settings. Disabling certain cookies may affect some Website functionality.

How We Disclose Information

We may disclose personal information to service providers that assist us with Website hosting, form processing, communications, analytics, technology, security, document management, and other business operations.

We may also disclose information when reasonably necessary to:

  • Comply with applicable law, regulation, legal process, court order, or governmental request

  • Protect the rights, property, or security of Weissgarber CPA, our clients, Website visitors, or others

  • Detect, investigate, or prevent fraud, misuse, unauthorized access, or security incidents

  • Complete a merger, acquisition, restructuring, sale, or transfer involving some or all of our business, subject to applicable legal and professional requirements

We do not sell personal information submitted through the Website for monetary consideration.

Information obtained in connection with tax-return preparation or other professional services may be subject to additional restrictions that are not described fully in this Website Privacy Policy. Federal law, for example, restricts certain disclosures and uses of tax return information by tax return preparers.

Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, disclosure, alteration, or loss.

However, no Internet transmission, email communication, or electronic storage system can be guaranteed to be completely secure.

For that reason, please do not transmit highly sensitive tax or financial information through general Website forms or ordinary email. When appropriate, we will provide access to a secure system for exchanging confidential documents.

Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected and for legitimate business, professional, security, recordkeeping, and legal purposes.

Retention periods may vary depending on the type of information, the nature of our relationship with you, and applicable professional or legal requirements.

Information associated with an established client relationship may be retained under different policies and requirements than general Website inquiries.

Your Privacy Choices and Rights

Depending on where you reside and the laws that apply, you may have certain rights concerning your personal information. These may include rights to request access to, correction of, or deletion of certain personal information and, in some jurisdictions, rights concerning certain uses or disclosures of personal information.

Not every privacy law or right applies to every business or every individual. California, for example, imposes specified privacy-policy and consumer-rights requirements on businesses subject to the California Consumer Privacy Act.

To submit a privacy-related request, please contact us using the information below. We may take reasonable steps to verify your identity before fulfilling a request and may retain information when permitted or required by law.

Third-Party Websites and Services

The Website may contain links to, or integrations with, third-party websites, platforms, or services.

Those third parties operate under their own privacy policies and practices. Weissgarber CPA does not control and is not responsible for the privacy, security, availability, or content of third-party websites and services.

We encourage you to review a third party's privacy practices before providing personal information directly to that provider.

Children’s Privacy

The Website and our professional services are intended for adults and businesses and are not directed toward children.

We do not knowingly use the Website to solicit personal information directly from children.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our Website, business practices, technology, service providers, or applicable requirements.

When we make changes, we will update the effective date shown at the top of this page.

We encourage you to review this Privacy Policy periodically.

Contact Us

If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:

Weissgarber CPA PC
Bellevue, Washington
Email: info@ltwcpa.com
Phone: (425) 243-2026