Privacy Policy

We may collect personal, financial, and business information necessary to provide services, including:

Information is collected through secure forms, encrypted Client Portal uploads, communications, and authorized third party integrations.

Your information is used to:

• Prepare and electronically file tax returns
• Provide bookkeeping and payroll services
• Assist with credit repair disputes
• Register business entities
• Facilitate refund transfers or bank products
• Meet IRS and regulatory compliance requirements
• Communicate appointment reminders and updates
• Maintain internal records and audit trails
• Improve website and portal functionality

We do not sell or rent personal information.

We operate in accordance with:

• IRS Publication 4557
• Internal Revenue Code Section 7216
• Circular 230
• Gramm Leach Bliley Act Safeguards Rule
• Federal Trade Commission data protection standards
• Applicable state privacy laws

We maintain a Written Information Security Plan and implement administrative, technical, and physical safeguards.

We may share information only as necessary to provide services or comply with legal obligations.

Information may be shared with:

• Authorized staff and contractors
• Tax software providers
• Banking institutions facilitating refund transfers
• Credit bureaus for dispute processing
• Payment processors
• Government agencies when legally required
• Legal authorities in response to lawful requests

All third parties are subject to confidentiality and security requirements.

We implement layered safeguards including:

• Encrypted cloud storage
• Secure Client Portal access
• Role based access controls
• Multi factor authentication where applicable
• Ongoing cybersecurity monitoring
• Secure transmission protocols

No online transmission can be guaranteed completely secure.

We retain client information:

• For a minimum of three years under IRS recordkeeping rules
• As required by federal or state law
• As necessary to provide services

Deletion requests may be submitted to [email protected], subject to legal retention requirements.

If you request a refund transfer or advance, required information will be shared with participating financial institutions.

• Approval decisions are made solely by the financial institution
• WealthCrest Financial does not control bank underwriting decisions or funding timelines

By providing contact information, you consent to receive electronic communications including:

• Appointment reminders
• Document requests
• Compliance notices
• Portal alerts
• Service updates

If you opt into SMS, message and data rates may apply. You may opt out by replying STOP.

You may request:

• Access to personal information
• Correction of inaccurate data
• Deletion where legally permissible
• A portable copy of your data
• Removal from marketing communications

Identity verification may be required.

Requests may be sent to [email protected].

If you are a California resident, you may request:

• Disclosure of categories and specific personal information collected
• Disclosure of business purposes for collecting information
• Deletion of personal information where legally permissible
• Correction of inaccurate information

We do not sell personal information. Certain financial records may be exempt from deletion under federal law including IRS and GLBA requirements.

Texas residents may request:

• Confirmation of data processing
• Access to personal data
• Correction of inaccurate data
• Deletion where legally permissible
• A portable copy of personal data

We do not process sensitive data for targeted advertising or sale.

Requests require identity verification.