Privacy Policy

Waggoner Accounting LLC ("Waggoner Accounting," "we," "us," or "our") provides bookkeeping, payroll, and related accounting services. Because we handle sensitive financial information on behalf of our clients, protecting your privacy is core to how we operate — not just a website disclaimer.

This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have. It applies to our website (waggoneraccountingllc.com) and to the client relationships we maintain in the course of providing our services.

1. Information We Collect

We may collect:

• Contact information — name, email address, phone number, and company name, when you submit our contact form or engage us for services.
• Financial information — bank and credit card transaction data, payroll records, and related documents that clients provide or grant access to as part of an active engagement, strictly to perform bookkeeping and payroll services.
• Website usage data — standard technical data such as browser type, pages visited, and general location, collected automatically to help us understand how visitors use the site.

2. How We Use Your Information

• To respond to inquiries submitted through our contact form.
• To perform bookkeeping, payroll, and related services for engaged clients.
• To communicate about your account, engagement, or services.
• To comply with applicable legal, tax, and regulatory obligations.
• To improve our website and services.

We do not sell, rent, or trade your personal or financial information to third parties for marketing purposes.

3. How We Protect Your Information

Client financial documents and books are managed through QuickBooks Online, which you access and control under your own account and credentials. We do not store your QuickBooks login details. Documents are exchanged through QuickBooks' secure shared-document features rather than unencrypted email attachments wherever possible.

We limit access to client financial information to the personnel directly performing your engagement, and we take reasonable administrative and technical measures to protect information from unauthorized access, loss, or misuse.

4. Third-Party Services

We use QuickBooks Online (Intuit) to perform bookkeeping and payroll services. Your use of QuickBooks Online is also governed by Intuit's own privacy policy and terms. Any mileage-tracking or similar software you choose to use remains in your own name and account, as described in our service packages.

5. Data Retention

We retain client financial records and related documentation for as long as reasonably necessary to provide our services and to meet professional, legal, and tax record-keeping requirements. Contact-form inquiries that do not result in an engagement are retained only as long as needed to respond to the inquiry.

6. Your Choices

You may contact us at any time to ask what information we hold about you, to request corrections, or to ask questions about how your information is used. Clients with an active engagement can also manage their own data directly within their QuickBooks Online account.

7. Cookies

Our website may use basic cookies or similar technologies to support core functionality and to understand general site usage. These do not collect sensitive financial information.

8. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal or operational reasons. The "Last updated" date at the top of this page will reflect the most recent revision.

9. Contact Us

If you have questions about this Privacy Policy or how your information is handled, contact us: