Privacy Policy

Effective Date: January 1, 2025  ·  Last Updated: March 1, 2025

Tax Wealth Hub ("Company," "we," "us," or "our") operates the website located at taxwealthhub.com and provides an AI-powered marketing and growth platform for tax advisors ("Service"). This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or use our Service.

1. Information We Collect

We collect information you provide directly to us, including:

• Contact information (name, email address, phone number)
• Business information (firm name, title, professional credentials)
• Payment and billing information processed through our payment processor (Stripe)
• Content and data you upload or provide in connection with the Service
• Communications you send to us

We also collect certain information automatically when you visit our website, including IP address, browser type, operating system, referring URLs, and pages viewed.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve the Service
• Process transactions and send related information
• Send administrative communications, including confirmations and invoices
• Send marketing communications, where you have opted in
• Respond to your comments and questions
• Monitor and analyze trends and usage of the Service
• Comply with legal obligations

3. Sharing of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

• Service providers who assist in operating our website and Service (e.g., payment processors, hosting providers, email platforms)
• Professional advisors such as attorneys and accountants
• Law enforcement or regulatory authorities when required by applicable law
• Successors in connection with a merger, acquisition, or sale of assets

4. Payment Processing

Payment processing is handled by Stripe, Inc. We do not store your full credit card information on our servers. All payment transactions are encrypted and processed in accordance with Stripe's privacy policy and PCI DSS compliance standards.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law.

6. Security

We take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, use, alteration, or disclosure. However, no method of transmission over the internet is 100% secure.

7. Your Rights

Depending on your location, you may have certain rights regarding your personal information, including the right to access, correct, or delete your data. To exercise these rights, contact us at [email protected].

8. Cookies

Our website may use cookies and similar tracking technologies to enhance your experience. You can control cookies through your browser settings.

9. Children's Privacy

Our Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page with an updated effective date.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us:

• Email: [email protected]
• Phone: +1 (307) 217-6986
• Mail: Tax Wealth Hub · 30 N Gould St, Ste R · Sheridan, WY 82801