Privacy Policy

Waypoint Tax & Accounting (“we,” “our,” or “us”) is committed to protecting the confidentiality, integrity, and security of your personal and financial information. 

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We collect information necessary to provide tax, accounting, and advisory services, as well as to operate our website effectively.

Personal Information includes:

• Name, email address, phone number, and mailing address

• Financial, tax, and other sensitive information provided in connection with our services

Non-Personal Information includes:

• IP address and browser type

• Website usage data and analytics

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We use the information collected to:

• Provide tax preparation, accounting, and advisory services

• Communicate with clients and respond to inquiries

• Facilitate secure document exchange through approved platforms

• Maintain and improve our website and services

• Comply with applicable legal, regulatory, and professional obligations

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We do not sell or rent your personal information.

We may disclose your information:

• To trusted third-party service providers (e.g., secure portals, software providers, payroll platforms) as necessary to deliver services

• To governmental or regulatory authorities when required by law

• With your explicit authorization

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No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

 

We implement reasonable administrative, technical, and physical safeguards designed to protect your information. This includes the use of encrypted, secure systems for transmitting sensitive data. Clients are strongly encouraged not to transmit confidential or sensitive information via unencrypted email. Despite our efforts, no method of transmission over the internet or method of electronic storage is completely secure. Subject to applicable law, you may request access to, correction of, or deletion of your personal information. Certain information may be retained as required by law or professional standards.

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We retain personal information for as long as necessary to:

• Fulfill the purposes for which it was collected

• Comply with legal, tax, and regulatory obligations

• Enforce agreements and resolve disputes

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For questions regarding this Privacy Policy, please contact:

Waypoint Tax & Accounting
Email: megan@waypointtaxsolutions.com
 

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