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

Wealth Wellness Tax Solutions mobile message service (the "Service") is operated by Wealth Wellness Tax Solutions (“Wealth Wellness Tax Solutions”, “we”, or “us”). Your use of the Service constitutes your agreement to these terms and conditions (“Mobile Terms”). We may modify or cancel the Service or any of its features without notice. To the extent permitted by applicable law, we may also modify these Mobile Terms at any time and your continued use of the Service following the effective date of any such changes shall constitute your acceptance of such changes.

By consenting to Wealth Wellness Tax Solutions’s SMS/text messaging service, you agree to receive recurring SMS/text messages from and on behalf of Wealth Wellness Tax Solutions through your wireless provider to the mobile number you provided, even if your mobile number is registered on any state or federal Do Not Call list. Text messages may be sent using an automatic telephone dialing system or other technology. Service-related messages may include updates, alerts, and information (e.g., order updates, account alerts, etc.). Promotional messages may include promotions, specials, and other marketing offers (e.g., cart reminders).

You understand that you do not have to sign up for this program in order to make any purchases, and your consent is not a condition of any purchase with Wealth Wellness Tax Solutions. Your participation in this program is completely voluntary.

We do not charge for the Service, but you are responsible for all charges and fees associated with text messaging imposed by your wireless provider. Message frequency varies. Message and data rates may apply. Check your mobile plan and contact your wireless provider for details. You are solely responsible for all charges related to SMS/text messages, including charges from your wireless provider.

You may opt-out of the Service at any time. Text the single keyword command STOP to 888-611-9526 or click the unsubscribe link (where available) in any text message to cancel. You'll receive a one-time opt-out confirmation text message. No further messages will be sent to your mobile device, unless initiated by you. If you have subscribed to other Wealth Wellness Tax Solutions mobile message programs and wish to cancel, except where applicable law requires otherwise, you will need to opt out separately from those programs by following the instructions provided in their respective mobile terms.

For Service support or assistance, text HELP to 888-611-9526 or email help@wealthwellnesstaxsolutions.com.

We may change any short code or telephone number we use to operate the Service at any time and will notify you of these changes. You acknowledge that any messages, including any STOP or HELP requests, you send to a short code or telephone number we have changed may not be received and we will not be responsible for honoring requests made in such messages.

The wireless carriers supported by the Service are not liable for delayed or undelivered messages. You agree to provide us with a valid mobile number. If you get a new mobile number, you will need to sign up for the program with your new number.

To the extent permitted by applicable law, you agree that we will not be liable for failed, delayed, or misdirected delivery of any information sent through the Service, any errors in such information, and/or any action you may or may not take in reliance on the information or Service.

We respect your right to privacy. To see how we collect and use your personal information, please see our Privacy Notice.

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.