PRIVACY POLICY

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Effective Date: October 27,2025

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At Wealthy Mindset Tax Solutions, your privacy and trust are our top priorities. We are committed to protecting your personal information and maintaining the highest standards of confidentiality in every interaction.

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Information We Collect

We may collect personal information such as your name, address, phone number, email address, Social Security number, income details, and other financial data necessary to prepare your tax returns or provide financial services.

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How We Use Your Information

Your information is used solely to deliver the services you request — including tax preparation, filing, consultation, and client support. We may also use your contact details to share important updates, deadlines, or service-related reminders.

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Data Protection

We implement secure systems and industry-standard safeguards to protect your information against unauthorized access, disclosure, or misuse. Your personal and financial data is stored in encrypted, secure environments and accessible only to authorized personnel.

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Information Sharing

We do not sell, rent, or trade your personal information. Your data may only be shared with trusted third parties when necessary to complete your tax filings or comply with legal or regulatory obligations.

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Your Rights

You have the right to access, update, or request deletion of your personal information at any time by contacting us directly.

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Contact Us

If you have any questions or concerns about this policy, please contact us at:

Wealthy Mindset Tax Solutions
📧 info@wealthymindset.net
📞 800-516-0748 ext. 3 (call)
💬 248-707-1077 (text)

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