Last updated: September 6, 2026
Southwest Specialty Accounting & Advisory respects your privacy. This policy explains how we handle information collected through our website and inquiry questionnaire, or when you contact us about our services. Information handled during a client engagement is also subject to the applicable engagement agreement and professional obligations.
Information you share with us
When you contact us, we may receive your name, company name, email address, phone number, annual revenue range, and the information you provide about your business, accounting needs and preferred timing.
Please do not include Social Security numbers, passwords, bank account numbers or confidential financial documents in the inquiry questionnaire.
How we use your information
We use inquiry information only to respond to you, understand your needs and arrange conversations about our services. We do not use it for newsletters or marketing campaigns, sell it, or share it with referral partners for marketing.
Services that help us operate
We use service providers to host our website, collect inquiries and communicate with you. These providers may process information as needed to deliver their services:
- Amazon Web Services (AWS Amplify) hosts our website. Hosting services may process technical information such as your IP address, browser details and requests to load pages.
- Tally hosts our inquiry questionnaire and stores submitted responses on our behalf. Opening the questionnaire takes you to Tally's website. See Tally's privacy information.
- Google Gmail processes messages sent to and from our contact email address.
- Google Fonts supplies the website's typefaces. Your browser connects to Google to load these fonts, which involves sending technical information such as your IP address. See Google's Privacy Policy.
We may also disclose information when required by law or to respond to a valid legal request.
Cookies and tracking
We do not currently use advertising pixels or marketing analytics on this website. Third-party services, including the questionnaire hosted by Tally, may use cookies or other technologies under their own privacy notices.
How long information is kept
We retain inquiry information for as long as reasonably needed to respond to your request and maintain records of our communications, taking account of applicable legal and professional recordkeeping obligations.
Your questions and requests
You may contact us to ask about the personal information you have provided, request a correction, or request deletion. We will review your request and explain any information we need to retain to meet legal or professional obligations. We may need to verify your identity before acting on a request.
Email info@southwestspecialtyaccounting.com.
Changes to this policy
We may update this policy as our website or information practices change. The date above identifies the latest revision.