Compliance – Privacy Policy

Privacy Policy

Last updated: [01/29/2026]

Woods Financial Services, LLC (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal information.

Information We Collect

We may collect personal information that you voluntarily provide when you schedule an appointment or communicate with us, including your name, email address, phone number, and any information you choose to share.

How We Use Information

Information collected is used solely to:

  • Schedule and manage appointments
  • Respond to inquiries
  • Provide tax and accounting services

We do not sell, rent, or trade personal information.

Scheduling and Third-Party Tools

Appointments are scheduled through third-party services (such as Google Calendar). Information submitted through these tools is subject to their respective privacy policies.

Data Security

We take reasonable measures to protect personal information from unauthorized access, disclosure, or misuse.

Information Sharing

We do not share personal information with third parties except as required by law or as necessary to provide professional services.

Your Choices

You may request access to, correction of, or deletion of your personal information by contacting us directly.

Updates to This Policy

This Privacy Policy may be updated from time to time. Any changes will be posted on this page.

Contact

If you have questions about this Privacy Policy, please contact:
Woods Financial Services, LLC