Last Updated: December 1, 2025
CW’s Services (“we,” “our,” “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, protect, and retain your information when you visit our website, client portal, or use our services.
________________________________________
1. Information We Collect
Information Collected Directly From You
We collect personal information directly from you when you provide it to us, such as when you register for a portal account. This includes details submitted through client intake forms, tax documents you upload, and information shared during communication with our team. We use this information to deliver the services you request, including preparing and electronically filing your tax return, providing bookkeeping support, and offering advisory services.
Email and Portal Interconnectivity
If you communicate with us via email or through our secure client portal, we may collect and store those communications to ensure continuity of service, respond to inquiries, and maintain accurate records of your engagement.
Text Messaging Data
You may choose to receive text messages from CW’s Services. If you opt in to our text message program, we will collect your mobile phone number to send reminders, updates, and important notices related to your services. Your mobile number will not be sold or shared with any third parties for their marketing purposes. Each message will include clear instructions on how to opt out at any time.
Automatically Collected Information
When you visit our website or client portal, we may automatically collect certain technical information, including:
• IP address, browser type, and device identifiers
• Pages visited, time spent on site, and navigation patterns
• Cookies and similar technologies used to improve functionality, personalize your experience, and analyze usage trends
You may disable cookies in your browser settings, but some features may not function properly without them.
Other Sources
We may also collect information from trusted third party service providers (such as SMS carriers or CRM platforms) strictly for the purpose of delivering services you request.
________________________________________
2. How We Use Your Information
• To Deliver Services You Request: Preparing and electronically filing tax returns, providing bookkeeping support, and delivering advisory services.
• To Communicate With You: Sending transactional communications such as reminders, filing updates, and deadline notices.
• To Maintain Records and Improve Service: Storing communications and using aggregated, non identifiable data to improve our systems.
• To Ensure Security and Compliance: Meeting legal, regulatory, and professional obligations.
• To Provide Customer Support: Responding to questions and resolving issues.
• To Manage Preferences: Honoring opt out requests and communication preferences.
________________________________________
3. Sharing of Information
• Service Providers: Shared only with trusted partners under strict confidentiality agreements.
• Legal and Regulatory Requirements: Disclosed when required to comply with laws or government requests.
• Business Operations: Shared internally within CW’s Services to manage accounts and workflows.
• No Sale of Personal Information: We do not sell, rent, or share your information for marketing purposes.
• Other Disclosures With Your Consent: Any additional sharing beyond these purposes will require your explicit consent.
________________________________________
4. How We Protect and Retain Your Information
Protecting Your Information
While we use reasonable administrative, technical, and physical safeguards to protect your data against unauthorized access, disclosure, we cannot guarantee the security of your personal information. These measures include encryption technologies, restricted access controls, and continuous monitoring of our systems.
In the event that we are required by law to inform you of a breach to your personal information, we may notify you electronically, in writing, or by telephone, if permitted to do so by law.
Retaining Your Information
We retain your information only as long as necessary to provide services, meet legal obligations, and maintain accurate records. For example, tax documents are retained in accordance with IRS and state requirements. When information is no longer needed, we securely delete or anonymize it.
Your Choices
You may request access to, correction of, or deletion of your personal information at any time, subject to applicable laws. You may also manage your communication preferences, including opting out of SMS reminders or email updates.
________________________________________
5. Your Rights
Depending on your jurisdiction, you may have the right to:
• Access, correct, or delete your personal data.
• Restrict or object to certain processing.
• Request a copy of your data.
To exercise these rights, contact us at support@cwsservicespc.com.
________________________________________
6. Changes to This Policy
We may update this Privacy Policy from time to time. The “Last Updated” date will reflect the latest revision. To the extent that our Notice changes in a material way, the privacy notice that was in place at the time that you submitted personal information to us will govern that information unless we receive your consent to the new privacy notice.
________________________________________
7. Contact Us
For questions or concerns about this Privacy Policy, contact:
• Email: support@cwsservicespc.com
• Phone: +1 (302) 464 5505
• Mailing Address: PO BOX 9028 Wilmington, DE 19809