Privacy Policy

1. Information We Collect

We may collect the following types of personal information:

  • Identification Data: Name, address, Social Security Number (SSN), Employer Identification Number (EIN), date of birth.
  • Financial Data: Income, bank account numbers, investment records, and related tax documents.
  • Employment Information: Employer names, wages, 1099s, and employment benefits.
  • Dependent Information: Names, birthdates, and SSNs of dependents.
  • Contact Information: Email address, phone number, and mailing address.

2. How We Collect Information

We collect information:

  • Directly from you when you complete tax forms, provide documents, or communicate with us.
  • From third parties such as employers, financial institutions, and government agencies (with your authorization).
  • Automatically through our website (cookies, log files, etc.) when you use online services.

3. How We Use Your Information

Your information is used to:

  • Prepare and file your federal and state tax returns.
  • Provide year-round customer support and tax consultation.
  • Comply with applicable laws and IRS regulations.
  • Communicate with you about your account, deadlines, and services.
  • Improve our services and internal operations.

4. How We Share Your Information

We do not sell or rent your personal information including your contact information such as email and phone number. We may share information only in the following cases:

  • With IRS and state tax authorities to file your returns.
  • With third-party service providers (e.g., e-filing platforms, IT providers) who support our operations and are bound by confidentiality.
  • With your consent, such as sharing with a mortgage lender or financial advisor.
  • As required by law, such as in response to a subpoena or court order.

5. Data Security

We implement administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. This includes:

  • Encrypted data storage and secure transmission protocols.
  • Limited employee access to personal data.
  • Regular data security training and audits.

6. Your Rights and Choices

You have the right to:

  • Access and review your personal information.
  • Request corrections to inaccurate or incomplete data.
  • Withdraw consent or limit certain uses (where legally permissible).

To exercise these rights, contact us at contact@wc-planning.com or 929-290-9925.

7. Data Retention

We retain your records for at least the period required by IRS and applicable state tax authorities, generally a minimum of 3 to 7 years, unless you request deletion and we are not legally required to retain them longer.

8. Children's Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal data from children without verifiable parental consent.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with a new effective date. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our practices, please contact us at:
Address: 1884 86TH ST,2ND FL Brooklyn, NY 11214
Phone: 917-933-9333
Email: wc@wc-planning.com