Privacy Policy

Last Updated: [December 19, 2025]

1. Introduction

Cutler & Co. LLC ("we," "us," or "our") operates https://cutlercpas.com/. We are committed to protecting your privacy and ensuring the security of the personal information you share with us. This policy outlines our practices regarding the collection, use, and disclosure of your data.

2. Information We Collect

We collect information to provide better services to our clients and website visitors:

- Voluntary Information: Name, email address, and phone number provided via contact forms or appointment booking.

- Automated Information: We use Google Analytics, Google Tag Manager, and Hotjar to collect data on how you interact with our site (e.g., IP addresses, device type, pages visited, and "heatmaps" of user behavior).

- No Sensitive Data: We do not collect "sensitive" data (biometrics, health info, etc.) through our website.

3. How We Use Your Information

Your data is used specifically for:

- Communication: Sending appointment reminders and responding to inquiries.

- Marketing: Occasional promotional messages or newsletters (only if you have opted in).

- Optimization: Using Hotjar and Google Analytics to improve our website’s user experience.

4. SMS & Text Messaging (A2P Compliance)

If you provide your phone number, you agree to receive text messages from us.

- Consent: Mobile information will not be shared with third parties/affiliates for marketing/promotional purposes.

- Opt-out: You can opt out of SMS communications at any time by replying "STOP."

- Sharing: All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. Third-Party Service Providers

We do not sell your data. We share your information only with service providers necessary to operate our business:

- GoHighLevel: Our CRM platform used for website hosting, email automation, and SMS communications.

- Analytics: Google and Hotjar for site performance monitoring.

- Future Providers: We reserve the right to share data with secure payment processors should we implement online billing in the future.

6. Cookies and Tracking

We use cookies to track site activity. You can instruct your browser to refuse all cookies. However, if you do not accept cookies, you may not be able to use some portions of our Service.

7. Data Retention & Security

- Retention: We retain client data for as long as an account is active or for a minimum of seven (7) years to comply with legal, tax, and professional accounting obligations.

- Security: We implement commercially reasonable security measures to protect your data. Please note that no method of transmission over the internet is 100% secure.

8. Your Rights

You have the right to:

- Request access to the personal data we hold about you.

- Request that we correct or delete your personal data (subject to our 7-year legal retention requirements).

- Withdraw consent for marketing communications at any time.

9. Contact Us

For questions regarding this policy, please contact us at:

- Email: [email protected]

- Address: 12136 W. Bayaud Ave, Suite 300, Lakewood, CO 80228