Privacy Policy

Effective Date: July 10, 2026

Last Updated: July 10, 2026

1. Introduction and Scope

This Privacy Policy explains how Linked Accounting, LLC (Linked Accounting, we, us, or our) collects, uses, and discloses information when you visit linkedaccounting.com (the Site).

This policy applies to the Site only. It does not govern:

• The professional accounting, tax, audit, or advisory services we provide to clients, which are governed by your engagement letter and applicable confidentiality and professional conduct obligations.
• Our separate client portal, payment, and file transfer systems hosted at crm.linkedaccounting.com, which may be covered by a separate notice.
• Third-party websites we link to, including linkedwealthadvisors.com, which has its own privacy practices.

2. Information We Collect

a. Information you provide to us

When you use a contact, Email us, scheduling, or other intake form on the Site, we collect the information you submit, which may include your name, email address, phone number, company name, and the contents of your message or inquiry.

b. Information collected automatically

When you visit the Site, certain information is collected automatically through cookies and similar technologies, including your IP address, device and browser type, pages viewed, referring pages, and interactions with the Site. We use the following third-party services to do this:

• Google Analytics 4, for website usage and audience analytics.
• Google Ads (Google Marketing), for advertising measurement and, where applicable, remarketing.
• Google Tag Manager, a tag management container that loads the tools above.
• Google Maps, to display office locations on certain pages.
• Google reCAPTCHA, to protect forms against spam and abuse. This service collects hardware and software information and interaction data and sends it to Google for analysis.
• Vimeo, to embed and play videos on certain pages. Vimeo may set its own cookies.

These third parties may set their own cookies and receive data directly from your browser. Their handling of that data is governed by their own privacy policies.

3. How We Use Information

We use the information we collect to:

• Respond to your inquiries and requests, and schedule consultations.
• Provide, operate, maintain, and improve the Site.
• Understand how visitors use the Site (analytics).
• Measure and, where applicable, deliver advertising.
• Protect the Site against fraud, spam, and abuse.
• Comply with legal obligations.

4. Cookies and Tracking Technologies

We use the following categories of cookies and similar technologies:

• Strictly necessary, required for the Site to function.
• Analytics, to understand Site usage (for example, Google Analytics).
• Advertising, to measure and support advertising (for example, Google Ads).

When you first visit the Site, you will be presented with a cookie banner that allows you to accept or decline non-essential (analytics and advertising) cookies. Non-essential cookies will not be set until you provide consent. You can change your preferences at any time using the Cookie Settings link in our website footer.

You can also control cookies through your browser settings, and opt out of specific services using Google Analytics and Google Ads personalization controls.

Global Privacy Control (GPC): We honor opt-out preference signals, including the Global Privacy Control, transmitted by your browser.

5. How We Share and Disclose Information

We may share information as follows:

• Service providers and third-party tools, including Google and Vimeo as described in Section 2, and our website host (Webflow), who process data on our behalf or receive it as part of providing their services.
• Legal and safety, to comply with law, legal process, or governmental requests, and to protect our rights, safety, and property.
• Business transfers, in connection with a merger, acquisition, or sale of assets.

Regarding sale and sharing under California law: We do not sell your personal information for money. However, our use of analytics and advertising cookies (for example, Google Ads) may be considered a sale or sharing of personal information for cross-context behavioral advertising under the California Consumer Privacy Act (CCPA and CPRA). You may opt out of this through the cookie banner, the Cookie Settings link or the Do Not Sell or Share My Personal Information link in our footer, or by transmitting a Global Privacy Control signal.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, to comply with our legal obligations, resolve disputes, and enforce our agreements. Analytics and advertising data are retained according to the retention settings of the respective third-party services.

7. Data Security

We use commercially reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Choices and Rights

All visitors may:

• Opt out of non-essential cookies through the cookie banner or the Cookie Settings link in our footer.
• Use the third-party opt-out controls referenced in Section 4.
• Request access to or deletion of information you have submitted, by contacting us (Section 11).

California Residents

If you are a California resident, you may have the following rights under the CCPA and CPRA, subject to its applicability and exceptions:

• The right to know what personal information we collect, use, and disclose.
• The right to delete personal information we have collected.
• The right to correct inaccurate personal information.
• The right to opt out of the sale or sharing of personal information.
• The right to limit the use of sensitive personal information, if applicable.
• The right to non-discrimination for exercising your rights.

To exercise these rights, contact us using the details in Section 11. We will verify your request as required by law. You may also designate an authorized agent to act on your behalf.

9. Children's Privacy

The Site is not directed to children, and we do not knowingly collect personal information from children under the age set by applicable law. If you believe a child has provided us with personal information, please contact us so we can delete it.

10. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the Last Updated date above. Material changes will be noted on the Site or communicated as required by law.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, contact us at:

Linked Accounting, LLC
612 N Kays Dr, Suite 150, Kaysville, UT 84037
Phone: (385) 401-2224
Email: privacy@linkedaccounting.com

‍