W Tax Group Terms and Conditions

By accessing our website, you agree to our legal disclaimers and terms of use.

Information We Collect

A. Information You Provide Directly

We collect personal information you voluntarily provide when you:

• Complete a contact or inquiry form on our website.
• Opt in to receive SMS/text message communications.
• Call, email, or otherwise communicate with us.
• Engage us for tax preparation or tax resolution services.

This information may include:

• Full name.
• Phone number (including mobile number for SMS communications).
• Email address.
• Mailing address.
• Social Security Number or Tax Identification Number (only when required for service delivery).
• Tax and financial information necessary to provide our services.

B. Information Collected Automatically

We also collect information automatically such as IP address and browser type, pages visited and time spent on our site, and referring URLs and device identifiers.

SMS / Text Message Communications & TCPA Compliance

We take our obligations under the Telephone Consumer Protection Act (TCPA) seriously. The following applies to all SMS/text message communications:

A. Express Written Consent. By providing your mobile phone number and opting in through our website contact form or SMS opt-in feature, you expressly consent in writing to receive autodialed and/or pre-recorded text messages from or on behalf of The W Tax Group, LLC at the mobile number you provide. Standard message and data rates may apply.

B. Purpose of SMS Communications. We may send text messages for the following purposes:

• Responding to your inquiry about our tax services.
• Scheduling or confirming appointments.
• Providing status updates on your tax case or matter.
• Sending important notices related to your account or services.
• Promotional messages about our tax resolution services (only with your consent).

C. Opt-Out / Revocation of Consent. You may opt out of receiving SMS messages at any time by:

• Replying "STOP" to any text message we send you.
• Contacting us directly at mitchell.lipton@wtaxattorney.com.

After opting out, you will receive one final confirmation message. You will not receive further marketing texts unless you re-opt in. Opting out of marketing texts does not affect your ability to receive transactional or legally required communications related to your active services.

D. Message Frequency. Message frequency varies based on your interactions with us and the status of your tax matter. For help, reply HELP to any message or contact us at mitchell.lipton@wtaxattorney.com.

E. No Sharing of Phone Numbers. We do not sell, rent, or share your mobile phone number with third parties for their own marketing purposes. Your number will only be used as described in this Policy.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested tax services.
• Prepare tax returns and represent clients before the IRS and state tax authorities.
• Communicate with you via phone, email, or SMS regarding your matter.
• Process payments and maintain billing records.
• Comply with legal and regulatory obligations.
• Improve our website and services.

Disclosure of Your Information

We do not sell your personal information. We may share your information only in the following limited circumstances:

A. Service Providers. We may share information with trusted third-party vendors who assist us in operating our website or providing services (e.g., CRM platforms, secure document storage, payment processors). These parties are contractually obligated to protect your information.

B. Government and Regulatory Authorities. As a tax services firm, we may be required to share information with the IRS, state tax agencies, or other governmental bodies in the course of representing you or complying with applicable law.

C. Legal Requirements. We may disclose your information if required to do so by law, court order, or governmental authority, or to protect the rights, property, or safety of the Company, our clients, or others.

D. Business Transfers. In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. You will be notified of any such change.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this Policy, maintain required business records, and comply with applicable legal, tax, and regulatory retention requirements. Tax-related records are generally retained for a minimum of seven (7) years in accordance with IRS and state guidelines.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse. However, no electronic transmission or storage system is 100% secure, and we cannot guarantee absolute security.

Your Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate information.
• Request deletion of your personal information (subject to legal retention requirements).
• Opt out of certain data uses or communications.

Children's Privacy

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected such information, we will delete it promptly.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

Changes to This Policy

Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have any questions, concerns, or requests regarding this policy or our data practices, please contact us at: The W Tax Group, LLC. Email: mitchell.lipton@wtaxattorney.com.