Privacy Policy, Electronic Communication, Terms and Conditions
At Wealth Wellness Tax Solutions, we prioritize the security and confidentiality of all electronic communications. By using our services, you consent to the use of electronic methods for communication, including but not limited to email, phone, secure client portals, and other online platforms we may utilize.
All sensitive information exchanged between Wealth Wellness Tax Solutions and our clients is protected through secure, encrypted channels to prevent unauthorized access. However, we acknowledge that electronic communication methods carry inherent risks, such as potential delays, miscommunication, or unauthorized access if messages are mishandled outside secure environments. We strongly encourage all clients to use only the designated secure channels (e.g., our client portal) for submitting confidential documents and information.
Information Collection
We may collect and store personal information such as your name, contact details, Social Security number, financial information, and other data necessary to provide tax preparation and financial services. We may also collect and store computer and connection information, payment details (including credit card information), comments, feedback, product reviews, recommendations, and personal profile. This information is gathered through secure channels, including our website, client portal, and communications you have with our team.
Use of Information
The information collected is used solely for providing services, processing transactions, and maintaining accurate records as required by law. We do not sell, rent, or disclose your personal information to unauthorized third parties.
Security Measures
We implement strict security protocols to protect your data. All sensitive information is stored in encrypted, secure environments, and access is limited to authorized personnel only. We employ industry-standard measures such as encryption, firewalls, and secure file storage to ensure your information remains confidential and protected from unauthorized access.
Third-Party Disclosure
In certain cases, we may be required to share your information with third-party providers, such as regulatory authorities, payment processors, or legal entities, to fulfill our services or comply with legal obligations. These third parties are vetted to ensure they meet our security and confidentiality standards.
SMS Terms and Conditions
What personal information is collected via SMS:
When you opt in to receive SMS messages from Wealth Wellness Tax Solutions, we may collect your name, mobile phone number, and any other information you voluntarily provide in text responses (e.g., appointment confirmations/reminders, referral names, follow-up reminders, billing inquiries or brief document updates).
How personal information is used:
Your SMS information is used strictly to send relevant updates such as appointment reminders, document requests, deadline notices, service alerts, and promotional messages if you’ve opted in. It is never used for unrelated purposes.
Who personal information is shared with:
We do not share, sell, or disclose your SMS consent or personal information collected through SMS with third parties or affiliates for marketing or any other purposes. Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes.
Your rights & opt-out option:
You can opt out of receiving SMS messages at any time by replying “STOP” to any message. Standard messaging rates may apply depending on your carrier. Alternatively, direct contact can be made to request removal from the messaging list.
Security of SMS communication:
While SMS is convenient, we do not recommend sending sensitive personal or financial information through text. For secure communication, please use our client portal or encrypted email.
Wealth Wellness Tax Solutions, LLC may disclose Personal Data and other information as follows:
Third Parties that Help Provide the Messaging Service: We will not share your opt-in to an SMS short code campaign with a third party for purposes unrelated to supporting you in connection with that campaign. We may share your Personal Data with third parties that help us provide the messaging service, including, but not limited to, platform providers, phone companies, and other vendors who assist us in the delivery of text messages.
Additional Disclosures: Affiliates: We may disclose the Personal Data to our affiliates or subsidiaries; however, if we do so, their use and disclosure of your Personal Data will be subject to this Policy. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
SMS Terms of Service
By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Wealth Wellness Tax Solutions at 757-785-0505. This includes SMS messages for account notifications, customer care, marketing. Messaging frequency may vary. Standard message and data rates may apply, depending on the carrier's pricing plan. These fees may vary if the message is sent domestically or internationally. Message HELP for help. Reply STOP to any message to opt out.
Policy Updates
We reserve the right to update this Privacy Policy as needed to reflect changes in our practices or regulatory requirements. We encourage you to review this policy periodically.
Contact Us
If you have any questions or concerns about our Privacy Policy, please reach out to us via the Email Us link at the bottom of our website or contact us through our secure client portal.