Privacy Policy
Effective November 2026
Wade Tax Advisory, LLC ("we," "us") respects your privacy. This policy explains what information we collect through our website and interest form, how we use it, and the choices you have. It is written in plain English on purpose.
What we collect
We only collect what you choose to give us:
- Interest form: your name, email address, phone number (optional), the services you're interested in, how you'd like us to contact you, and any notes you add.
- Email, phone, or booking: whatever you include when you contact us or schedule a consult.
Our website does not ask for Social Security numbers, tax documents, or bank or account numbers, and you should never send them through the site or the interest form. Tax documents are exchanged securely, only after you become a client.
How we use it
- To respond to your questions and schedule consults
- To contact you about our services before and during tax season
- To keep basic records of who has contacted us
We do not sell, rent, or trade your information. We don't use it for advertising by anyone else.
Tax return information
If you become a client, the information you give us to prepare your return is protected by federal law. We do not use or share your tax return information for any purpose other than preparing your return unless the law allows it or you give us written consent.
Services we use
Our interest form runs on Google Forms, and responses are stored in our Google account. Our website loads fonts from Google Fonts. If you book a consult, your booking is handled by Google Calendar. These companies handle data under their own privacy policies. We do not add tracking cookies or advertising pixels to this site.
How we protect it
We limit access to your information to our team, use accounts protected with strong passwords and two-step verification, and keep each client's files in a separate private folder.
How long we keep it
We keep interest list information until you ask us to remove it or it is no longer useful, generally no more than two years. Client tax records are kept as long as required by law and professional standards.
Your choices
- Ask us what information we have about you
- Ask us to correct or delete it
- Ask us to stop contacting you at any time
Just email us and we'll take care of it.
Children
Our website is not meant for children under 13, and we do not knowingly collect their information.
Changes
We may update this policy from time to time. The effective date above shows when it last changed.
Contact us
Wade Tax Advisory, LLC
Email: [email protected]
Phone: (919) 395-9651