Privacy Policy

Effective Date: July 17, 2026 · Last Updated: July 17, 2026

Tax Wealth Strategies, Inc. (“the firm,” “we,” “us,” or “our”) operates the website at taxwealthstrategies.com and provides tax advisory and tax compliance services (the “Services”). This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or engage the firm.

Tax Wealth Strategies, Inc. is a tax advisory firm. It is not a licensed CPA firm and does not provide attest services.

1. Information We Collect

We collect information you provide directly to us, including:

Contact information (name, email address, phone number)
Professional and business information (firm or business name, title, professional credentials)
Information you send us through the contact form on this website, or in the course of an engagement
Tax and financial information you provide so that we can advise on or prepare your filings — which may include income, deductions, entity records, identification numbers, and supporting documents

We also collect limited information automatically when you visit the website, including IP address, browser type, operating system, referring URLs, and pages viewed.

2. How We Use Your Information

We use the information we collect to:

Provide tax advisory and tax compliance services
Prepare, review, and file returns and related documents
Respond to your questions and communicate with you about an engagement
Maintain our records and the continuity of advice over time
Comply with our legal, regulatory, and professional obligations

We do not use the information you provide to serve advertising, and we do not sell it.

3. Tax Return Information

Information you provide in connection with the preparation of a tax return receives specific protection under federal law, including Internal Revenue Code § 7216. We do not use or disclose your tax return information for any purpose other than preparing and filing your return, or advising you in connection with it, unless you give us written consent or the disclosure is permitted or required by law.

Your consent is never a condition of receiving services.

4. Sharing of Information

We do not sell, trade, or rent your personal information. We may share it with:

Service providers who help us operate the firm and this website (for example, hosting and email providers), bound to protect it and use it only for that purpose
Taxing authorities, where filing on your behalf requires it
Other professional advisors — such as your attorney, your CPA, or another accountant — where you have asked or authorized us to do so
Law enforcement or regulatory authorities where required by applicable law
A successor in connection with a merger, acquisition, or sale of assets

5. Data Retention

We retain your information for as long as necessary to provide the Services, to maintain the continuity of advice, and to satisfy the record-retention periods required by tax law and our professional obligations — which in the case of engagement records commonly extends for several years after the engagement ends.

6. Security

We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, use, alteration, or disclosure. No method of transmission over the internet is entirely secure, and we ask that you not send sensitive tax documents or identification numbers through the website’s contact form. If we need those from you, we will arrange a secure method.

7. Your Rights

Depending on where you live, you may have rights regarding your personal information, including the right to access, correct, or request deletion of it. Some information must be retained regardless, where tax law or our professional obligations require it. To exercise these rights, contact us using the details below.

8. Cookies

This website uses no advertising or tracking cookies. Any cookies present are those strictly necessary to serve the site. You can control cookies through your browser settings.

9. Children’s Privacy

Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated policy on this page with a revised effective date.

11. Contact Us

If you have questions about this Privacy Policy, please contact us:

Email: info@taxwealthstrategies.com
Phone: +1 (307) 217-6985
Mail: Tax Wealth Strategies, Inc.
30 N Gould St, Ste R
Sheridan, WY 82801