Effective Date: 1/1/2026
Privacy Policy
Introduction
Molinari Oswald, LLC (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website and interact with our services.
By using our website, you agree to the terms outlined in this Privacy Policy.
Information We Collect
We may collect the following types of information:
Personal Information You Provide
- Name
- Email address
- Phone number
- Business information
- Any information submitted through contact forms or client portals
Automatically Collected Information
- IP address
- Browser type and device information
- Pages visited and time spent on the website
- Referring website or source
Client Information
If you are a client, we may collect financial and business information necessary to provide accounting, tax, and advisory services. This information is handled with strict confidentiality.
How We Use Your Information
We use the information we collect to:
- Respond to inquiries and provide requested services
- Communicate with clients and website visitors
- Deliver accounting, tax, and advisory services
- Improve website performance and user experience
- Maintain security and prevent unauthorized access
- Comply with legal and regulatory requirements
How We Share Information
We do not sell, rent, or trade your personal information.
We may share information only in the following circumstances:
- With trusted service providers who assist in operating our website or business
- When required by law, regulation, or legal process
- To protect our rights, clients, or the public
- With your consent
All third-party providers are expected to maintain confidentiality and security.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your information.
This includes secure systems, encryption where appropriate, and restricted access to sensitive data. However, no method of transmission over the internet is completely secure.
Client Portals and Secure Communication
For secure document sharing and communication, we utilize client portal systems such as the Qount Client Portal and other secure tools.
We strongly encourage clients to use these secure systems instead of email when sharing sensitive financial or personal information.
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
- Improve functionality and user experience
- Analyze website traffic and performance
- Support marketing and analytics efforts
You can adjust your browser settings to refuse cookies if you prefer.
Third-Party Links
Our website may contain links to third-party websites or tools. We are not responsible for the privacy practices or content of those external sites.
We encourage you to review their privacy policies before providing any information.
Your Privacy Rights
Depending on your location, you may have the right to:
- Access the personal information we hold about you
- Request corrections or updates
- Request deletion of your information (subject to legal obligations)
- Opt out of certain communications
To exercise these rights, please contact us using the information below.
Data Retention
We retain personal and client information only as long as necessary to:
- Fulfill the purposes outlined in this policy
- Comply with legal, regulatory, and professional obligations
- Resolve disputes and enforce agreements
Children’s Privacy
Our website and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children.
Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Molinari Oswald, LLC
4508 Old Bethlehem Pike, Center Valley, PA 18034
610-871-6700
info@molinarioswald.com
molinarioswald.com
