Privacy Policy

Veritas LedgerWorks & Advisory
Last updated: 12/06/2025

Veritas LedgerWorks & Advisory (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or submit information through our contact forms.

1. Information We Collect

We may collect the following information:

• Personal information you voluntarily provide (such as your name, email address, phone number, and business details) when you complete a form on our website or contact us directly.
• Technical information automatically collected, including IP address, browser type, device information, and basic usage analytics.
• Service-related information if you become a client (documents, financial data, or information necessary to perform bookkeeping or advisory services).
   

We do not collect sensitive personal data unless you choose to provide it as part of your engagement.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Schedule consultations and assessments
• Communicate with you about your engagement
• Improve our website and service offerings
• Maintain accurate records required for business and compliance
   

We do not sell or share your information with third parties for marketing purposes.

3. How We Share Information

We may share your information only with:

• Service providers who help us operate our business (such as secure email or scheduling platforms)
• Your tax professional, but only with your permission
• Regulatory bodies, if required by law or a valid legal process
   

All third parties are required to protect your information and use it solely for the intended purpose.

4. Data Security

We take reasonable and appropriate measures to protect your information from unauthorized access, disclosure, or misuse.

However, no online transmission or storage system is 100% secure.

5. Your Choices

You may:

• Request access to the personal information we have about you
• Ask us to update or correct your information
• Request deletion of your information, subject to legal or contractual requirements
   

To submit a request, email us at: tom.r.richards@gmail.com

6. Cookies and Tracking

Our website may use basic cookies or analytics tools to improve performance and understand visitor activity.

You can disable cookies through your browser settings if you prefer.

7. Links To Other Websites

Our website may include links to external websites. We are not responsible for the privacy practices or content of those sites.

8. Updates To This Policy

We may update this Privacy Policy from time to time. Any revisions will be posted on this page with an updated date.

9. Contact Us

For questions about this Privacy Policy or your data, contact:
tom.r.richards@gmail.com