Privacy Policy – Tailored Tax and Wealth

Effective Date: 4/25/2025
Last Updated: 4/25/2025

1. Introduction

Tailored Tax and Wealth (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal data when you visit our website or use our services.

2. Information We Collect

We collect the following data:

• Personal Information: Name, email, phone number (if you contact us).

• Website Usage Data: IP address, browser type, pages visited (via Google Analytics).

• Cookies & Tracking: We use cookies to improve user experience and analyze traffic.

3. How We Use Your Data

We use your personal information for:

• Responding to inquiries and providing accounting services.

• Improving our website experience.

• Legal and regulatory compliance.

4. Data Sharing & Protection

• We do not sell or share your personal data with third parties except as required by law.

• We use secure data storage and encryption to protect your information.

5. Your Rights

You have the right to:
✔ Request access to your personal data.
✔ Request corrections or deletion of your data.
✔ Opt-out of marketing emails.

To exercise your rights, contact us at Terry.Lambert@TailoredTaxandWealth.com.

6. Changes to This Privacy Policy

We may update this policy from time to time. Please review this page periodically for updates.

📌 Contact Us:
📧 Email: Terry.Lambert@TailoredTaxandWealth.com
📞 Phone: 720-767-2141