This Privacy Policy explains how ProWealth Tax Advisors (“we,” “us,” or “our”) collects, uses, shares, and protects information received through this website. It applies to website visitors and people who contact us through the website. Additional privacy notices or engagement terms may apply when you become a customer.
1. Information we collect
We may collect information you choose to provide, including your name, email address, phone number, service interests, and the contents of a message or appointment request.
Our website and hosting providers may also automatically receive limited technical information needed to operate and secure the site, such as an Internet Protocol address, browser or device type, referring page, pages visited, and the date and time of a visit.
2. How we use information
We may use information collected through the website to:
- Respond to questions and appointment requests;
- Provide information about our tax, accounting, and planning services;
- Operate, maintain, improve, and protect the website;
- Prevent fraud, misuse, or security incidents; and
- Comply with legal, regulatory, and professional obligations.
3. How we share information
We do not sell personal information received through this website. We may share information with service providers that help us operate the website, communicate, schedule appointments, maintain secure systems, or provide customer services. These providers may use the information only as needed to perform services for us or as permitted by law.
We may also disclose information when required by law, to protect our rights or the security of others, in connection with a business transaction, or with your direction or consent.
ProWealth Tax Advisors and ProWealth Financial provide separate services under separate engagements. Information is coordinated between them only when appropriate and with required authorization.
4. Taxpayer and financial information
Do not submit Social Security numbers, tax documents, financial account numbers, passwords, or other sensitive information through the public contact form or ordinary email. Use the secure client portal or another secure method provided by our team.
Tax preparation firms are subject to additional federal privacy and data-security requirements. Customers may receive separate privacy notices describing how nonpublic personal information is collected and shared. This website policy does not replace those notices or the terms of an engagement agreement.
5. Data security and retention
We use administrative, technical, and physical safeguards designed to protect personal information. No website or method of electronic transmission is completely secure, and we cannot guarantee absolute security.
We retain information for as long as reasonably necessary to respond to requests, provide services, satisfy legal or professional obligations, resolve disputes, and protect our rights. Retention periods vary depending on the information and why it was collected.
6. Your choices and privacy rights
You may ask us to update or correct information you provided through the website or request that we delete it, subject to applicable legal and professional retention requirements. Depending on where you live, additional privacy rights may apply.
7. Children's privacy
This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children through the website.
8. Third-party websites and services
The website may link to third-party websites or services, including a secure client portal and ProWealth Financial. Their privacy practices are governed by their own policies, not this Privacy Policy.
9. Changes to this policy
We may update this Privacy Policy as our services, technology, or legal obligations change. The effective date above will be revised when changes are made.
10. Contact us
For questions or privacy requests, contact ProWealth Tax Advisors at tax@prowealthtax.com or (651) 455-4621.