Effective Date: 9/11/2025
At Olsen Wheeler CPAs, your trust is our most important asset. We are committed to protecting your privacy and safeguarding the personal information you share with us through our website. This Privacy Policy explains what information we collect, how we use it, and the steps we take to keep it secure.
We may collect the following types of information when you visit our site or contact us:
Personal Information: Name, email address, phone number, and other details you provide through forms, scheduling tools, or when contacting us directly.
Business Information: Information related to your company if you engage us for services.
Usage Information: Non-identifiable data such as IP address, browser type, and site activity collected through cookies or analytics tools.
We use your information to:
Respond to inquiries and provide requested services.
Schedule consultations and manage client communications.
Send updates, resources, or information (only if you’ve opted in).
Improve our website’s performance and user experience.
Comply with legal, regulatory, and professional requirements.
We take reasonable technical and organizational measures to protect the confidentiality and security of your information. This includes the use of secure systems, encrypted communications, and limited access controls for sensitive data.
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following cases:
With trusted vendors or service providers who help us operate our website or CRM (and who are bound by confidentiality obligations).
If required by law, regulation, or a valid legal process.
Our website may use cookies and analytics tools (such as Google Analytics) to improve user experience and track aggregate usage data. You can disable cookies in your browser settings, though some site features may not function properly without them.
You can request to:
Access or update the personal information we hold about you.
Opt out of marketing emails by clicking “unsubscribe” in any message.
Request that we delete your information, subject to legal and regulatory record-keeping requirements.
Our website may contain links to external websites. We are not responsible for the privacy practices or content of these third-party sites.
Our services are intended for adults. We do not knowingly collect information from children under 13.
We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised effective date.
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Olsson Wheeler CPAs
3509 W Bavaria St Suite 101 Eagle , ID 83616
208-938-3250
helpdesk@olsenwheeler.com
