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Privacy Policy

Effective date: June 12, 2026

Tradewright CPA LLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, contact us, or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information
Information you voluntarily provide, including: name, email address, phone number, business name, and information you submit through contact forms, scheduling tools, or intake forms.

Automatically Collected Information
When you visit our website, we may automatically collect: IP address, browser type, device information, pages visited and time spent on the site, and referring website. This information is collected using cookies, analytics tools, and similar technologies.

2. How We Use Your Information

We use your information to: respond to inquiries and requests; provide accounting, tax, and advisory services; schedule and confirm appointments; send service-related communications; improve our website and services; and comply with legal and regulatory requirements. We do not sell your personal information.

3. Text Messaging (SMS) Communications

If you opt in to receive text messages from Tradewright CPA LLC, we may send you appointment reminders, service updates, and requests for information related to your engagement.

SMS Consent
By providing your phone number and opting in, you consent to receive text messages from Tradewright CPA LLC. Message frequency may vary. Message and data rates may apply. You can opt out at any time by replying STOP. You can get help by replying HELP.

SMS Data Use
SMS consent and phone numbers are not shared with third parties for marketing purposes. SMS information is used only to communicate with you and is shared solely with our SMS service provider to deliver messages.

4. Cookies and Tracking Technologies

We use cookies and similar technologies to analyze website traffic, improve site functionality, and understand user behavior. You can disable cookies through your browser settings, but some features of the site may not function properly.

5. Sharing of Information

We may share your information only in the following circumstances: with service providers who assist us in operating our business (e.g., website hosting, SMS delivery, scheduling software); when required by law, regulation, or legal process; or to protect our rights, property, or safety. We do not sell or rent your personal information to third parties.

6. Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure.

7. Your Rights and Choices

You may request access to the personal information we have about you, request corrections to your information, request deletion of your information (subject to legal and professional obligations), and opt out of marketing communications at any time. To make a request, contact us using the information below.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

9. Children's Privacy

Our website and services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

11. Contact Information

If you have questions or concerns about this Privacy Policy or our data practices, contact:

Tradewright CPA LLC
Joe Holbrook
250 E 200 S, 16th Floor
Salt Lake City, UT 84111
Phone: 385-213-1966
Email: joe@tradewrightcpa.com