Cecily Welch CPA, LLC (“Cecily Welch CPA,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect your information when you visit cecilywelch.cpa (the “Site”), register for events, workshops, or memberships, submit forms, subscribe to our newsletter, or communicate with us (including by SMS/text message).

By using our Site or Services, you agree to the practices described in this Privacy Policy.

1) Information We Collect

A) Information You Provide

We may collect information you provide directly, such as:

• Name

• Email address

• Phone number (including mobile number for SMS)

• Event registration or membership details

• Messages you send to us (inquiries, requests, feedback)

• Any other information you voluntarily submit through forms or communications

B) Automatically Collected Information (Website Usage)

When you visit our Site, we may automatically collect:

• IP address

• Browser type and device information

• Pages viewed and actions taken on the Site

• Approximate location (based on IP)

• Referring/exit pages and timestamps

This is typically collected through cookies and similar technologies.

C) Payment Information

If you make a purchase (such as a membership, workshop registration, or product), payment processing is handled by our third-party payment processor(s). We may receive confirmation details (such as payment status and transaction identifiers), but we do not store full credit card numbers on our servers.

2) How We Use Your Information

We use your information to:

• Provide, manage, and deliver Services (workshops, speaking events, memberships, educational content)

• Confirm registrations and send reminders or updates

• Respond to questions and provide support

• Send operational notifications (scheduling changes, event details, account information)

• Send marketing messages only if you opted in (email or SMS where applicable)

• Deliver newsletter content you have subscribed to

• Improve our Site and Services (analytics, performance, troubleshooting)

• Protect our business and users (security, fraud prevention, compliance)

3) SMS/Text Messaging Privacy

If you opt in to receive text messages from us:

• We may use your mobile number to send confirmations, reminders, updates, and support responses.

• Marketing texts are sent only if you opted in to marketing communications.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

You can opt out at any time by replying STOP. For help, reply HELP or email us at the address listed in the Contact Us section below.

4) Cookies and Tracking Technologies

We may use cookies or similar technologies to:

• Keep the Site working properly

• Understand how visitors use the Site

• Improve performance and user experience

You can usually control cookies through your browser settings. Disabling cookies may affect certain Site features.

5) How We Share Information

We do not sell your personal information.

We may share information in these limited situations:

• Service providers: vendors who help us run our business (website hosting, email/SMS systems, analytics, payment processors, event platforms). They are only allowed to use your data to perform services for us.

• Legal/safety reasons: to comply with law, enforce policies, respond to lawful requests, or protect the rights, property, or safety of our users and business.

• Business transfers: if we are involved in a merger, acquisition, or asset sale, information may be transferred as part of that transaction.

6) Data Retention

We keep personal information only as long as reasonably necessary to:

• Provide Services

• Maintain records for legitimate business needs

• Meet legal, tax, and regulatory obligations

• Resolve disputes and enforce agreements

7) Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission over the internet or electronic storage is 100% secure.

8) Your Choices

You can:

• Opt out of SMS by replying STOP

• Unsubscribe from marketing emails using the unsubscribe link

• Request access, correction, or deletion of your information by emailing us (see Contact Us section below)

We may need to keep certain information for legal or operational reasons even if you request deletion.

9) Children’s Privacy

Our Site and Services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information to us, please contact us so we can address it.

10) Third-Party Links

Our Site may contain links to third-party websites (such as social media platforms, newsletter providers, or event registration tools). We are not responsible for the privacy practices of those third parties. Please review their policies.

11) Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Effective Date” above reflects the current version. Continued use of the Site or Services after changes means you accept the updated policy.

12) SMS Messaging Terms & Conditions

By opting into our SMS messaging service, you agree to receive business-related text messages including event confirmations, reminders, service updates, and other relevant communications.

Opt-Out Instructions:

You can cancel the SMS service at any time. Just text “STOP” to the number from which you receive messages. After you send the SMS message “STOP” to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us.

If you want to join again, simply sign up as you did the first time and we will resume sending SMS messages to you.

Help & Support:

If you are experiencing issues with the messaging program, you can reply with the keyword “HELP” for more assistance, or you can get help directly by emailing us at the address listed in the Contact Us section below.

13) Contact Us

Cecily Welch CPA, LLC

Website: cecilywelch.cpa/contact