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Privacy Policy

Effective February 15, 2022

The purpose of this privacy policy (this “Privacy Policy”) is to inform users of our Site of the personal data we will collect, use of collected data, who has access to the data collected, and the rights of Site users. This Privacy Policy applies in addition to the terms and conditions of our Site. By using our Site users agree that they consent to the conditions set out in this Privacy Policy and the collection, use, and retention of the data listed in this Privacy Policy.

We only collect data that helps us achieve the purpose set out in this Privacy Policy. We will not collect any additional data beyond the data listed below without notifying you first. When you visit and use our Site, we may automatically collect and store information, including but not limited to, IP address, clicked links, content viewed, and cookies. We may also collect the following data when you perform certain functions such as user-input on our Site: first and last name, date of birth, email address, phone number, address, other personal information as required, and financial information as required. Data collected on our Site will only be used for the purposes specified in this Privacy Policy or indicated on the relevant pages of our Site. We will not use your data beyond what we disclose in this Privacy Policy.

The data we collect automatically is used for general business purposes such as marketing and statistics. The data we collect when the user performs certain functions may be used for the following purposes: communication and performing the services listed on our Site. The data we collect when the user performs certain functions is only accessible by Tax Wealth, its employees, and financial and legal advisors, who are bound by strict confidentiality agreements. We may disclose user data to any member of our organization who reasonably needs access to user data to achieve the purposes set out in this Privacy Policy. We may also share user data, including financial information and personal information, with our accountants, financial advisors, and attorneys in support of providing the services listed on our Site.

Third parties will not be able to access user data beyond what is reasonably necessary to achieve the given purpose.We will not sell or share your data with other third parties, except if the law requires it, if it is required for any legal proceeding, or to prove or protect our legal rights. If you follow hyperlinks from our Site to another Site, please note that we are not responsible for and have no control over their privacy policies and practices. User data will be stored for as long as practical. While we take all reasonable precautions to ensure that user data is secure and that users are protected, there always remains the risk of harm. The Internet as a whole can be insecure at times and therefore, we are unable to guarantee the security of user data beyond what is reasonably practical. We do not knowingly collect or use personal data from children under 13 years of age.

If we learn that we have collected personal data from a child under 13 years of age, the personal data will be deleted as soon as possible. If a child under 13 years of age has provided us with personal data their parent or guardian may contact us. Do Not Track (“DNT”) is a privacy preference that you can set in certain web browsers. We do not track the users of our Site over time and across third party websites and therefore do not respond to browser-initiated DNT signals. We are not responsible for and cannot guarantee how any third parties who interact with our Site and your data will respond to DNT signals. This Privacy Policy may be amended from time to time in order to maintain compliance with the law and to reflect any changes to our data collection process. When we amend this Privacy Policy we will update the “Effective Date” at the top of this Privacy Policy.

If you would like to know if we have collected your personal data, if we have disclosed your personal data, and to who we disclosed your personal data, if you would like your data to be deleted or modified in any way, or if you have any questions, concerns or complaints, please contact us at


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