PRIVACY POLICY 

Introduction

Welcome to SZ Accounting Professional Financial Services (“SZ Accounting,” “we,” “us,” or “our”).

We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and share information when you:

  • Visit our website https://szaccountingpro.com (“Site”)
  • Submit a form to request a consultation or service
  • Sign up for resources, emails, or updates
  • Communicate with us by email, phone, or other channels

By using our Site, you agree to the terms of this Privacy Policy.

If you have any questions, you can contact us at:
Email: info@szaccountingpro.com
Mailing Address: SZ Accounting

12175 Visionary Way suite 1330

Fishers, Indiana 46038 USA

Information We Collect

We may collect the following types of information:

2.1 Information you provide directly

When you use forms or contact us, you may provide:

  • Name
  • Email address
  • Phone number
  • Business name and role
  • Services you are interested in
  • Any message or additional information you choose to share

If you become a client, additional financial or personal information may be collected under a separate engagement letter or agreement. That information is handled with a high level of confidentiality and in accordance with professional and legal standards.

2.2 Information collected automatically

When you visit our Site, certain information is collected automatically, such as:

  • IP address
  • Browser type and version
  • Device type and operating system
  • Pages visited and actions taken
  • Referring website or source
  • Dates, times, and duration of visits

This information is usually collected in an aggregated or anonymized form and does not identify you personally.

2.3 Cookies and similar technologies

We use cookies and similar technologies to improve your experience, analyze traffic, and understand how visitors use our Site. Details about cookies are provided in our Cookie Policy.

How We Use Your Information

We use your information for purposes such as:

  • Responding to your inquiries and consultation requests
  • Providing accounting, tax, advisory, and related services
  • Scheduling meetings or consultations
  • Sending important updates related to services you requested
  • Improving our Site, content, and user experience
  • Analyzing traffic and performance of our Site
  • Complying with legal, regulatory, and professional obligations

Marketing emails are only sent when we have a lawful basis to do so (for example, your consent or an existing business relationship). You can unsubscribe from marketing communications at any time using the link in the email or by contacting us.

 Legal Bases for Processing (where applicable)

Depending on your location, our legal basis for processing your personal information may include:

  • Your consent
  • Performance of a contract or taking steps before entering into a contract
  • Compliance with legal obligations (for example, tax or professional recordkeeping requirements)
  • Legitimate interests, such as improving services and communicating with clients and prospective clients

How We Share Your Information

We do not sell your personal information.

We may share your information in the following situations:

  • Service providers: With trusted third-party providers who help us operate the Site and deliver our services (for example, website hosting, email service providers, analytics tools, or scheduling tools). These providers are required to handle your information securely and only for the purposes we specify.
  • Professional obligations: With other professionals (such as attorneys, CPAs, or financial institutions) only when you authorize us or when needed to fulfill an engagement.
  • Legal and regulatory requirements: When required by law, regulation, court order, or government request; or to protect our rights, property, or safety or that of others.
  • Business transfers: In rare cases of a merger, reorganization, or similar transaction, your information may be transferred as part of that process, subject to appropriate protections.

Data Retention

We keep personal information for as long as necessary to:

  • Provide services you requested
  • Maintain business and professional records
  • Comply with legal, tax, and regulatory obligations
  • Resolve disputes and enforce our agreements

Retention periods may differ for website inquiries and for client files. Client records are often subject to professional and regulatory retention standards.

Your Rights and Choices

Depending on your location, you may have rights such as:

  • Accessing the personal information we hold about you
  • Requesting corrections or updates
  • Requesting deletion in certain circumstances
  • Objecting to or restricting certain types of processing
  • Withdrawing consent, where processing is based on consent
  • Opting out of marketing communications

Requests can be submitted at: info@szaccountingpro.com.
We may need to verify your identity before fulfilling your request.

Cookies and Analytics

Our Site uses cookies and similar technologies for functionality, performance, and analytics. Analytics tools may include:

  • Google Analytics (GA4)
  • Microsoft Clarity
  • Other tools we may implement to better understand user behavior and improve the Site

These tools collect usage data such as page views, clicks, and navigation patterns. Data is generally processed in aggregated form. You can find more details and manage preferences in our Cookie Policy and in your browser settings.

 Data Security

We take appropriate technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

No method of transmission over the internet or method of electronic storage is completely secure. We work to use commercially reasonable means to protect your information but cannot guarantee absolute security.

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 us with personal information, contact us so we can delete it.

Third-Party Websites

Our Site may contain links to third-party websites or services. Those sites operate independently and have their own privacy policies. We are not responsible for the content or privacy practices of third-party sites.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date. Your continued use of the Site after changes are posted means you accept the updated policy.

Last Updated: 12/01/2025

 Contact Us

For questions about this Privacy Policy or how we handle your information, please contact:

SZ Accounting Professional Financial Services
Email: info@szaccountingpro.com
Address: 12175 Visionary Way Suite 1330, Fishers, Indiana 46038 USA