Hoelting & Company, Inc. (“we,” “us,” “our”) respects your privacy. This policy explains what information we collect through handc.cwi.agency, how we use it, and the choices you have. It applies to this website only; information you provide as part of a signed engagement is also governed by our professional confidentiality obligations and applicable AICPA and IRS rules, including IRC §7216.
Information we collect
- Information you submit — name, phone number, email address, service of interest, employment details and any message you include in our contact, newsletter or careers forms.
- Consent records — whether you opted in to text messages or marketing email, and the exact consent language shown at the time you submitted the form.
- Technical data — standard server and analytics data such as pages viewed, referring page, browser type and approximate region.
Do not submit Social Security numbers, financial account numbers or tax documents through website forms. Use our secure client portal or call (719) 630-1091 instead.
How we use information
- To respond to your inquiry and schedule a consultation.
- To evaluate employment applications.
- To send service messages, and — only with your opt-in — text messages or email updates about deadlines, firm news and planning reminders.
- To maintain, secure and improve the website.
- To meet legal, regulatory and professional recordkeeping requirements.
SMS text messaging
If you check the text-message consent box, you agree to receive SMS messages from Hoelting & Company, Inc. at the number you provided. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out, or HELP for assistance. Consent to receive text messages is not a condition of purchasing any product or service.
Mobile opt-in information and consent are never sold, rented or shared with third parties or affiliates for their own marketing purposes. Phone numbers collected for SMS are used only by our firm and the messaging provider that delivers messages on our behalf.
Email marketing
Marketing emails are sent only to people who opted in. Every message includes an unsubscribe link, and you may also email shoelting@hoeltingco.com to be removed. Transactional messages about an active engagement are not marketing and may continue after you unsubscribe.
Sharing information
We do not sell your personal information. We share it only with service providers that operate our website, forms, email and messaging systems under confidentiality obligations, or where required by law, subpoena or professional standards.
Cookies and analytics
The site may use cookies and similar technologies to keep the site working and to measure traffic in aggregate. You can block or delete cookies in your browser settings; some features may not work as intended if you do.
Data retention and security
Form submissions are stored in access-controlled systems and kept as long as needed for the purpose collected and for legal or professional recordkeeping. No method of transmission over the internet is completely secure.
Your choices
You may request access to, correction of, or deletion of the personal information you submitted through this website by emailing shoelting@hoeltingco.com or calling (719) 630-1091. Records we are required to retain under professional or legal obligations may be excluded from deletion.
Children
This website is not directed to children under 13, and we do not knowingly collect their information.
Changes and contact
We may update this policy; the “last updated” date above reflects the current version. Questions? Contact Hoelting & Company, Inc., 31 E Platte Ave, STE 300, Colorado Springs, CO 80903 — (719) 630-1091 · shoelting@hoeltingco.com.