Legal
Privacy Policy
How Midwest CPA, LLC collects, uses and shares information when you use our website, contact us, request a resource, book a consultation or apply for a job.
Last updated: October 20, 2026
Overview
This Privacy Policy explains how Midwest CPA, LLC (“Midwest CPA,” “we,” “us” or “our”) collects, uses and shares information when you visit midwest.cpa (the “site”), contact us, request one of our resources, book a consultation or apply for a job with us.
By using the site, you agree to the practices described in this policy. If you don’t agree, please don’t use the site.
Information we collect
Information you give us
- Contact requests. When you use our contact form, we collect your first and last name, email address, phone number and your message.
- Resource requests. When you request a resource, such as our Due Diligence Checklist or Net Working Capital Calculator, we collect your first and last name and email address.
- Consultation bookings. When you book a consultation, we collect the date and time you choose, your time zone and the details the booking form asks for, such as your name and contact information.
- Job applications. When you apply for a job, we collect your name, email address, phone number, how you heard about us, the position you’re interested in, and the resume and cover letter you upload.
- Other communications. When you email or call us, we receive the information you choose to share.
Information collected automatically
When you visit the site, we and our service providers automatically collect certain information, such as your IP address, browser and device type, the pages you view, the site that referred you, and how you interact with our pages (for example, clicks, scrolling and mouse movement). We collect this information using cookies and similar technologies, described in the Cookies section below.
How we use information
- To respond to your questions and requests, and to follow up with you about them
- To send you the resources you request
- To schedule and hold consultations
- To review job applications and communicate with applicants
- To understand how visitors use the site and to improve its content and performance
- To send you marketing emails and, if you agree, text messages about our services and resources
- To measure the effectiveness of our marketing
- To protect the site and our forms from spam, abuse and security threats
- To comply with legal obligations and enforce our terms
If you become a client, information you provide in the course of an engagement is handled under your engagement agreement and our professional obligations, in addition to this policy.
Marketing emails and text messages
Emails
If you request a resource or book a call with us, we may send you marketing emails about our services and resources. You can opt out at any time by using the unsubscribe link in any marketing email or by contacting us.
Text messages (SMS)
If you give us your mobile number and agree to receive text messages, Midwest CPA, LLC may send you text messages, including marketing messages about our services and resources and messages about consultations you book.
- Message frequency varies.
- Message and data rates may apply.
- You can opt out at any time by replying STOP to any text message, or by contacting us.
We do not share mobile phone numbers or SMS opt-in consent with third parties or affiliates for their marketing or promotional purposes. Text messaging opt-in data and consent are excluded from all of the sharing described in this policy, except with the service providers that send messages on our behalf.
Your choices
- Cookies. Most browsers let you block or delete cookies. If you block them, parts of the site may not work as intended.
- Google Analytics. You can opt out of Google Analytics with Google’s browser add-on.
- Marketing emails. Use the unsubscribe link in any marketing email, or contact us.
- Text messages. Reply STOP to any text message, or contact us. Message and data rates may apply.
- Your information. You can ask us to access, correct or delete the personal information we hold about you by contacting us using the details below.
Depending on where you live, you may have additional rights under applicable law. We will respond to requests as required by the laws that apply to us.
Security and retention
We take reasonable measures to protect the information we collect, and the site uses encrypted (HTTPS) connections. No method of transmitting or storing information is completely secure, so we can’t guarantee absolute security.
We keep personal information for as long as we need it for the purposes described in this policy, unless a longer period is required or permitted by law.
Children’s privacy
The site is intended for business owners and professionals. It is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has given us personal information, please contact us and we will delete it.
Links to other websites
The site links to websites and services we don’t control, such as social media pages and industry associations. Their privacy practices are governed by their own policies.
Changes to this policy
We may update this policy from time to time. When we do, we will post the updated version on this page. Your continued use of the site after an update means you accept the updated policy.
Contact us
If you have questions about this policy or want to make a request about your information, contact us:
- Phone(860) 926-3668
- OnlineSend us a message through our contact page
- LocationMidwest CPA, LLC, Janesville, Wisconsin