Privacy Policy
What We Collect
- Contact & Inquiry Data – name, email, phone, service interest, and messages submitted via forms or when booking.
- Client Documents (if you provide them) – tax docs, bookkeeping files, spreadsheets, and related materials shared for service delivery.
- Usage Data – pages viewed, device/browser info, approximate location (from your IP), and referral source, used to improve the site.
- Cookies – functional cookies for site operation; analytics/campaign cookies if enabled.
How We Use Information
- Provide and improve services (tax preparation, bookkeeping, financial education, and support).
- Schedule and manage appointments.
- Respond to inquiries and send essential service communications.
- If you separately opt in, send SMS communications; message frequency varies, message and data rates may apply, and you may reply STOP to opt out or HELP for help.
- Maintain security, prevent fraud, and meet legal obligations.
Processors & Integrations We May Use
We use reputable providers to operate our website and services. Examples include:
- WordPress and site plugins for website hosting, pages, security, performance, and search optimization.
- HighLevel/LeadConnector for contact forms, customer relationship management, appointment booking, workflow automation, and service communications.
- Google Workspace and Google Calendar for business email and calendar integrations.
- Analytics and advertising providers when enabled, to understand site use and referral sources.
- Tax software, secure client portals, bookkeeping, and payment providers when needed to deliver an engaged service.
These providers process data on our behalf under their terms and security controls.
Data Retention
We retain inquiry and client records as required by law and professional standards. If you’re not a client, we generally keep basic inquiry data up to 24 months, then delete or anonymize it unless required for security/legal purposes.
Your Choices & Rights
- Access/Update/Delete: Email info@everwisetaxandfinance.com to request access, correction, or deletion where applicable.
- Cookie Controls: Use your browser settings to block cookies. If we implement a cookie banner, manage preferences there.
- Do Not Sell or Share (California): We do not sell or share personal information for cross‑context behavioral advertising.
Security
We use HTTPS, reputable hosting, and limited access to personal data. No website can guarantee perfect security. Do not email sensitive IDs (e.g., SSNs). For sensitive documents, we’ll provide a secure portal upon engagement.
Children’s Privacy
Our site is not intended for children under 13, and we do not knowingly collect data from them.
Changes
We’ll update this policy as our practices evolve. The “Effective date” will reflect the latest version.
Contact
Email info@everwisetaxandfinance.com or call (626) 217‑2272 with questions about this policy.