Privacy Policy

Effective Date: 2/1/2026

Willey Accounting LLC is committed to protecting the privacy and confidentiality of the information you provide through our website and in the course of providing accounting and tax services.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information in accordance with applicable federal law and Ohio law.

1. Information We Collect

Information You Provide

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

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Business information

  • Financial and tax related information

  • Any information submitted through contact forms or client portals

Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address

  • Browser type

  • Device information

  • Pages visited

  • Date and time of access

This information is used for website performance, analytics, and security purposes.

2. How We Use Your Information

We use personal information to:

  • Provide accounting, tax, and advisory services

  • Respond to inquiries and communicate with clients

  • Prepare tax filings and financial documents

  • Maintain client records as required by law

  • Improve website functionality and services

  • Comply with federal and Ohio legal obligations

We do not sell, rent, or trade your personal information.

3. Confidentiality of Financial Information

As an accounting firm, we are committed to maintaining the confidentiality of client financial information.

Where applicable, we comply with:

  • The Gramm Leach Bliley Act regarding protection of nonpublic personal information

  • IRS regulations governing taxpayer information

  • Ohio professional and business regulations applicable to accounting services

Client financial information is only accessed by authorized personnel and service providers with a legitimate business need.

4. Information Sharing and Disclosure

We may disclose personal information only:

  • To service providers assisting in business operations, such as hosting or secure document management

  • When required by law, subpoena, court order, or regulatory authority

  • To protect our legal rights or prevent fraud

  • With your written authorization

Third party providers are required to safeguard your information and use it only for authorized purposes.

5. Data Security

Willey Accounting LLC implements reasonable administrative, technical, and physical safeguards designed to protect personal information.

Consistent with the Ohio Data Protection Act, we maintain a written information security program appropriate to the size and scope of our business.

While we take reasonable steps to protect information, no system can guarantee complete security.

6. Data Retention

We retain personal and financial information as long as necessary to:

  • Provide services

  • Comply with federal and Ohio record retention requirements

  • Resolve disputes

  • Enforce agreements

7. Cookies and Analytics

Our website may use cookies and analytics tools to improve user experience and monitor site performance.

You may disable cookies in your browser settings, though some features of the website may not function properly.

8. Your Rights

Depending on applicable law, you may have the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion where legally permissible

Certain financial and tax records may be retained as required by federal or Ohio law.

To make a request, contact us using the information below.

9. Third Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices of third party sites.

10. 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 minors.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

12. Contact Information

If you have questions regarding this Privacy Policy, please contact:

Willey Accounting LLC
Email: dan@willeyaccounting.com
Phone: 419.469.8939
417 Superior St Suite E, Rossford, OH 43460
Ohio, United States