Privacy Policy
Wealth Vision Tax Solutions is committed to protecting your confidential financial and personal records.
1. Information We Collect
We collect personal information necessary to prepare and file federal and state tax returns. This includes names, contact details, Social Security Numbers, ITINs, wage information (W-2s, 1099s), dependent data, and financial records provided voluntarily through our designated secure client portal.
2. How We Use and Protect Your Information
Your data is strictly used for tax preparation, authorized filing with the IRS and state tax agencies, customer service communication, and VIP notification updates you have opted into. We utilize bank-grade encryption protocols and secure server infrastructure to safeguard against unauthorized access.
3. Confidentiality and Third-Party Disclosure
Under Internal Revenue Code Section 7216 and applicable state laws, we do not sell, rent, or share your tax return information with non-affiliated third parties without your express, affirmative written consent, except as required by law or necessary to execute authorized e-filing with government tax authorities.
4. Contact Regarding Privacy
If you have questions regarding this Privacy Policy or wish to review the information on file, please contact us at hello@wealthvisiontax.com or (800) 555-0192.