Privacy Policy
Effective Date: September 17, 2026
Wilson Tax and Accounting Services, LLC "Wilson Tax and Accounting," “we,” “us,” or “our”) respects your privacy and understands that tax matters often involve highly sensitive personal and financial information.
This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, submit a form, communicate with us, or use our services.
Information We May Collect
Depending on how you interact with us, we may collect information such as:
Your name, phone number, email address, and mailing address
Information you provide about your tax situation
Tax balances, tax years, notices, and related tax information
Financial information you voluntarily provide to us
Documents you submit in connection with evaluating or handling your matter
Social Security numbers, taxpayer identification numbers, or other identifying information when necessary to provide services
Information about your communications with us
Basic website usage information, such as browser type, device information, IP address, and pages visited
We may also receive information from third parties when you authorize them to provide information to us or when necessary to perform services you have requested.
How We Use Your Information
We may use information you provide to:
Evaluate your tax situation
Determine whether we may be able to assist you
Communicate with you about your inquiry or services
Prepare for consultations
Provide tax relief, tax resolution, or related professional services
Request, review, or manage documents related to your matter
Respond to questions or requests
Maintain our business and client records
Improve our website, services, and client experience
Comply with applicable legal, regulatory, professional, or tax requirements
Protect our business, clients, and legal rights
We do not use your information for purposes unrelated to our business or the services you request except as permitted or required by law.
We Do Not Sell Your Personal Information
Wilson Tax and Accounting does not sell, rent, or trade your personal information for profit.
We do not sell your tax information, financial information, Social Security number, or contact information to third parties.
Our existing mobile messaging terms similarly state that phone numbers and customer information collected through the messaging program are not sold, rented, loaned, traded, leased, or otherwise transferred for profit.
How We May Share Information
We may share information only when reasonably necessary to operate our business, provide services, or comply with legal obligations.
This may include sharing information with:
Employees, professionals, or contractors who need access to assist with your matter
Technology providers that support our website, communications, scheduling, document management, client management, or other business systems
Tax professionals or other professionals involved in your matter when appropriate
Government agencies or tax authorities when authorized or required in connection with your matter
Legal, regulatory, or governmental authorities when disclosure is required by law
Professional advisers such as attorneys, accountants, insurers, or compliance providers when reasonably necessary
Service providers are given access only to information reasonably necessary to perform the services they provide.
Protecting Your Information
Because tax matters can involve sensitive information, Wilson Tax and Accounting takes reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
Access to sensitive client information is limited to individuals who reasonably need that information to perform their responsibilities.
We also use third-party technology and service providers to help operate portions of our business. Those providers may maintain their own security practices, privacy policies, and terms.
No website, electronic communication system, or method of electronic storage can be guaranteed to be completely secure. For that reason, we do not guarantee absolute security.
Tax Documents and Sensitive Information
Please use only the document submission methods provided or approved by Wilson Tax and Accounting when sending sensitive tax or financial documents.
Do not send Social Security numbers, tax returns, bank information, or other highly sensitive information through ordinary email, text message, or general website forms unless we specifically instruct you to do so through a secure process.
Text Messages and Communications
If you provide your telephone number or opt in to receive text messages, we may use your number to communicate with you regarding your inquiry, appointments, services, or other communications you have agreed to receive.
Message and data rates may apply.
Where applicable, you may opt out of text communications by replying STOP.
Our website's existing Terms contain additional provisions regarding the mobile messaging program and its service provider.
Cookies and Website Information
Our website and service providers may use cookies and similar technologies to understand how visitors use the website, maintain website functionality, measure performance, and improve the user experience.
These technologies may collect information such as:
IP address
Browser type
Device type
Pages viewed
Referring website
Date and time of visits
General website activity
You may be able to limit certain cookies through your browser settings.
Retention of Information
We may retain personal information for as long as reasonably necessary to:
Provide services
Maintain business and client records
Meet professional or regulatory obligations
Resolve disputes
Enforce agreements
Comply with applicable law
Information that is no longer reasonably required may be deleted, destroyed, or anonymized in accordance with our internal practices and applicable requirements.
Your Privacy Requests
Depending on applicable law and the nature of our relationship with you, you may request that we:
Provide information about personal information we maintain about you
Correct inaccurate personal information
Delete certain personal information
Update your communication preferences
Some information may need to be retained for legal, professional, tax, regulatory, recordkeeping, or other legitimate business purposes.
Third-Party Websites and Services
Our website may contain links to third-party websites, platforms, or services.
Wilson Tax and Accounting is not responsible for the privacy practices, security, or content of third-party websites or services.
You should review the privacy policies of those providers before submitting personal information to them.
Children's Privacy
Our website and services are not directed toward children under the age of 13, and we do not knowingly seek to collect personal information from children under 13 through our website.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, services, or legal requirements.
The updated version will be posted on our website with a revised effective date.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, you may contact:
Wilson Tax and Accounting Services LLC