Business Advisory Services, LLC

Effective Date: July 15, 2026     |     Last Updated: July 15, 2026

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Business Advisory Services, LLC ("BAS," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you entrust to us. As an accounting, tax resolution, and business advisory firm, safeguarding sensitive information is central to how we serve our clients and to the professional standards we uphold.

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This Privacy Policy explains how we collect, use, share, and protect information — both through our website at businessadvisoryservicesllcwi.com and in the course of providing professional services. It applies to visitors to our website, prospective clients, and the clients we serve in Wisconsin and surrounding states.

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1. Scope of This Policy

This policy covers two related areas:

• Website activity — information collected through our website, including our contact and free consultation request forms and our email newsletter sign-up; and

• Professional services — information we collect and handle when providing accounting, bookkeeping, payroll, tax planning and resolution, QuickBooks, and business advisory services.

By using our website or engaging our services, you acknowledge the practices described in this policy.

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2. Information We Collect

Information You Provide Through Our Website

When you submit a contact or free consultation request, or sign up for our email newsletter, we collect only the information you choose to give us. Depending on the form, this may include:

• Your name and the name of your business

• Email address and telephone number

• General information about your business (entity type, industry, location)

• A description of the tax, accounting, or advisory matter you would like to discuss

 

Please do not submit Social Security numbers, Employer Identification Numbers, bank account information, or copies of tax documents through our website forms or by unsecured email. If we need that information, we will provide you with a secure method for sending it.

Information Collected Automatically

 

Our website is hosted on the Wix platform. Like most websites, it and its analytics tools automatically record limited technical information such as your IP address, browser type and version, device type, the pages you view, the time and date of your visit, and the site or search engine that referred you. This information is used in aggregate to understand how visitors use our site and to keep it secure and functioning properly. We do not use it to attempt to identify individual visitors.

Information Collected in the Course of Providing Services

 

When you engage BAS as a client, we necessarily collect and maintain far more detailed information than our website collects — for example, tax identification numbers, financial statements, payroll records, bank and credit card statements, prior tax returns, and correspondence with taxing authorities. This information is collected directly from you, from your authorized representatives, or from third parties you authorize us to contact, such as the IRS or the Wisconsin Department of Revenue.

 

3. How We Use Information

We use the information we collect to:

• Respond to your inquiry and schedule a consultation

• Provide the accounting, tax, payroll, and advisory services you have engaged us to perform

• Communicate with taxing authorities on your behalf when you have authorized us to do so

• Send our email newsletter and firm updates, if you have asked to receive them

• Maintain our records, bill for services, and administer our practice

• Comply with our legal, regulatory, and professional obligations

 

We do not sell, rent, or trade your personal information to anyone, and we do not use client information to build marketing lists for third parties.

 

4. Cookies and Analytics

Our website uses cookies and similar technologies. Some are strictly necessary for the site to function and are placed by our hosting platform. Others help us measure traffic and understand which pages visitors find useful.

 

You can set your browser to refuse cookies or to alert you when cookies are being sent. Some parts of the site may not function properly if you disable them. We do not respond to browser "Do Not Track" signals, as no common standard for those signals has been adopted.

 

5. How We Share Information

We share information only in limited circumstances:

• With your consent or at your direction — for example, when you ask us to send financial information to your bank, attorney, or lender.

• With service providers who support our practice — such as our website host, email service, secure document exchange platform, and software providers. These vendors are permitted to use the information only to perform services for us and are obligated to protect it.

• With taxing authorities and government agencies — when you have authorized us to represent you, or where disclosure is required by law.

• As required by law — in response to a subpoena, court order, or other valid legal process, or where necessary to protect our rights or comply with professional obligations.

 

We do not sell your personal information, and we have not sold personal information in the preceding twelve months.

 

6. Confidentiality and Professional Standards

As a tax practice, our handling of client information is governed by more than this policy. Federal law restricts our use and disclosure of information furnished to us in connection with the preparation of a tax return, and generally requires your written consent before that information is used or disclosed for any purpose other than preparing your return. We also maintain a written information security program consistent with the FTC Safeguards Rule and IRS guidance for tax professionals.

Client confidentiality is a core commitment of this firm. We do not disclose client information to anyone — including family members, business partners, or other clients — without authorization or a legal obligation to do so.

 

7. How We Protect Information

We maintain physical, electronic, and procedural safeguards designed to protect the information in our care, including access controls that limit information to personnel who need it, encryption in transit for our secure document exchange, secure storage of paper files, and ongoing staff training on confidentiality and data security.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Standard email in particular is not a secure channel — please use the secure portal we provide for anything sensitive.

 

8. How Long We Keep Information

Website inquiry information is retained only as long as needed to respond to you and for a reasonable period afterward. Newsletter subscriptions are kept until you unsubscribe. Client records are retained in accordance with our records retention policy and applicable legal, regulatory, and professional requirements, which generally require that tax and accounting records be kept for a period of years after the engagement ends.

 

9. Your Choices

• Email — you may unsubscribe from our newsletter at any time using the link in any message, or by contacting us directly. We will still send communications necessary to your engagement.

• Access and correction — you may ask us to review or correct the personal information we hold about you. Client records may be subject to retention requirements that limit our ability to delete them.

• Cookies — you may manage cookies through your browser settings, as described above.

To exercise any of these choices, contact us using the information below.

 

10. Third-Party Links

Our website may link to third-party sites, such as government agency pages or software providers. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies.

 

11. Children’s Privacy

Our website and services are directed to businesses and adults. We do not knowingly collect personal information from children under 13. If we learn that we have inadvertently done so, we will delete it.

 

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or in applicable law. The Effective Date at the top of this page indicates when it was last revised. Material changes will be posted on this page, and your continued use of our website after a revision constitutes acknowledgment of the updated policy.

 

13. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us:

Business Advisory Services, LLC

Attn: Rochelle Matty, Principal

Middleton Office: 8500 Greenway Blvd., Suite 104, Madison, WI 53562  |  1-866-888-8315

Eau Claire Office: 817 Taft Ave., Eau Claire, WI 54701  |  1-608-347-3010

Email: R.M.M@businessadvisory.biz  |  Web: businessadvisoryservicesllcwi.com

 

This Privacy Policy is provided for informational purposes and describes the practices of Business Advisory Services, LLC. It is not legal advice. Review by counsel is recommended before publication.