Whittmarsh LLC Effective Date: June 16, 2026
Whittmarsh LLC ("Whittmarsh," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains what information we collect, how we use and protect it, and the choices you have. It applies to information collected through our website, our client engagements, and our communications with you, including by text message (SMS).
By using our website, engaging our services, or opting in to communications from us, you agree to the practices described in this Privacy Policy.
Whittmarsh LLC is a tax, accounting, and advisory firm based in Aventura, Florida. You can reach us at:
We collect information in the following ways:
Information you provide directly. Your name, business name, email address, phone number, mailing address, and similar contact details when you complete a form, request a consultation, or engage our services.
Financial and tax information. As part of providing tax, bookkeeping, and advisory services, we collect financial records, tax documents, identification numbers, and related information necessary to perform our engagements.
Communications. Records of your correspondence with us, including emails, phone calls, and text messages.
Information collected automatically. When you visit our website, we may collect technical data such as IP address, browser type, and pages viewed, through cookies and similar technologies.
We use the information we collect to:
If you opt in to receive text messages from Whittmarsh LLC, the following terms apply:
Program description. We send text messages related to your account and engagement, including appointment and deadline reminders, document requests, status updates, and responses to your inquiries.
Consent. You consent to receive text messages by providing your mobile number and opting in through our consent form or another opt-in method. Consent is not a condition of purchasing any product or service.
Message frequency. Message frequency varies based on your account activity and our communications with you.
Cost. Message and data rates may apply, depending on your mobile carrier and plan.
Opt-out. You can opt out at any time by replying STOP to any text message. After you opt out, you will receive a confirmation message and will no longer receive text messages from us unless you opt back in.
Help. For help, reply HELP to any text message, or contact us using the information in Section 1.
No sharing of mobile opt-in data. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing with subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We do not sell your personal information. We share information only as needed to operate our firm and serve you, including with:
As stated in Section 4, mobile opt-in information and SMS consent are never shared with third parties or affiliates for marketing purposes.
We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, disclosure, alteration, and destruction. No method of transmission or storage is completely secure, but we work to protect your information consistent with professional and legal standards.
We retain your information for as long as necessary to provide our services, comply with our legal, regulatory, and professional record-keeping obligations, resolve disputes, and enforce our agreements.
You may:
To make a request, contact us using the information in Section 1.
Our website may use cookies and similar technologies to operate the site and understand how it is used. You can control cookies through your browser settings; disabling them may affect site functionality.
Our services and website are not directed to children under 13, and we do not knowingly collect personal information from children under 13.
We may update this Privacy Policy from time to time. The "Effective Date" above reflects the most recent revision. Material changes will be posted on this page.
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Whittmarsh LLC
19790 W Dixie Hwy, Unit 401, Aventura, FL 33180
Email: admin@whittmarsh.com
305-790-5604 / 786-213-9473