Privacy Policy
Heartwood CPA PLLC is committed to client confidentiality and the protection of your privacy. Rooted in the local West Branch community and guided by our core pillars of Faith, Family, and Finance, we provide this information as required by law to help you understand our privacy policy and how we maintain confidential personal information as we fulfill our obligations to protect you.
"Personal information" refers to nonpublic financial and personal information obtained by Heartwood CPA PLLC in connection with carrying out our tax and digital vault services.
Information We Collect
Heartwood CPA PLLC collects personal information as part of our relationship to you, to provide professional client services, and to fulfill legal and regulatory requirements. The type of information we collect may include:
Forms & Onboarding: Information we receive from you on forms (such as name, address, Social Security number, assets, and income).
Direct Financial Data: Information you provide directly about your personal finances, business expenses, or personal circumstances, as well as information we may receive from brokerage statements or other documents you authorize us to receive (e.g., W-2s, 1099s).
Digital Vault Materials: Vital records, property deeds, and corporate governance documents uploaded to our secure digital storage platforms.
Information Disclosed In Administering Services
Heartwood CPA PLLC will not disclose personal information about current or former clients to non-affiliated third parties except as permitted or required by law. Heartwood CPA PLLC does not sell any personal information about you to any third party. We will not disclose personal information without your authorization, except as required or permitted by law.
Security of Your Personal Information
We implement appropriate security measures to protect your information, including:
Procedural Safeguards: We limit access to personal information to those employees who need to know such information to perform business services (e.g., tax-focused math and vault setup).
Digital Security: We maintain physical, electronic, and procedural safeguards to guard your non-public personal information. While we strive to use bank-grade encryption for our Digital Vault services, no method of transmission over the internet is 100% secure.
Third-Party Links: Our website may include links to third-party websites (such as the IRS or Michigan Treasury). We are not responsible for the privacy practices of those external sites.
SMS Terms & Conditions
Heartwood CPA PLLC offers SMS alerts to communicate important tax updates, deadline reminders, and service information.
Opt-In: By providing your phone number and opting in through our approved sign-up methods, you provide express consent to receive recurring SMS messages. Message and data rates may apply.
Opt-Out: You can cancel SMS alerts at any time by replying STOP to any message. For help, reply HELP or contact us at [Insert Email].
Certification: By subscribing, you certify that you are the owner or authorized user of the mobile device and are at least 18 years of age.
Educational Disclaimer
Information presented on this website is for educational purposes only. Heartwood CPA PLLC offers tax preparation, planning, and document storage services; this information is not intended as personalized investment advice. All financial strategies involve risk. Be sure to consult with our professionals directly before implementing any specific tax or financial strategy.
Policy Updates
Heartwood CPA PLLC will update its policy and procedures when necessary to ensure your privacy is maintained. If we make any material changes, we will make that information available to clients through our website and/or other direct communications.
Contact Us If you have questions regarding this policy or wish to update your personal information, please contact us:
Phone: 989-965-0138
Email: accounting@heartwoodcpa.com
Address: 416 Annie Street, West Branch, MI
Last Updated: April 21, 2026