Privacy Policy

WDW Tax Services, LLC. ("we," "us," or "our") is committed to protecting the privacy and security of your personal and tax-related information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our client portal and tax preparation services.

As tax professionals, we are bound by strict federal and state regulations regarding the confidentiality of taxpayer information, including IRS regulations, the Gramm-Leach-Bliley Act (GLBA), and the AICPA Code of Professional Conduct.

Information We Collect

Personal Information

We collect information necessary to prepare your tax returns and provide our services, including:

• Name, address, phone number, and email address
• Social Security Number and/or Employer Identification Number
• Date of birth and filing status
• Financial information (income, deductions, credits, assets)
• Bank account information (for direct deposit or payment)
• Dependent information
• Employment and business records
• Prior year tax returns and supporting documents

Technical Information

When you use our portal, we automatically collect:

• IP address and device information
• Browser type and operating system
• Login timestamps and session information
• Pages visited and actions taken within the portal

How We Use Your Information

We use your information to:

• Prepare and file your federal and state tax returns
• Communicate with you about your tax matters
• Respond to IRS or state tax authority inquiries on your behalf
• Provide tax planning and advisory services
• Process payments for our services
• Comply with legal and regulatory obligations
• Improve our services and portal functionality
• Prevent fraud and unauthorized access

Disclosure of Your Information

We do not sell, rent, or trade your personal information. We may disclose your information only in the following circumstances:

• Tax Authorities: To the IRS, state tax agencies, or other governmental bodies as necessary to file your returns or respond to official inquiries, with your consent as required by law.
• Service Providers: To trusted third-party vendors who assist us in operating our portal, processing payments, or providing services, subject to confidentiality agreements.
• Legal Requirements: When required by law, court order, subpoena, or to protect our legal rights.
• With Your Consent: When you have provided explicit written authorization for disclosure.

Data Security

We implement comprehensive security measures in accordance with IRS Publication 4557 and the FTC Safeguards Rule to protect your information:

• Encryption of data in transit (TLS/SSL) and at rest
• Secure authentication with one-time passcodes
• Role-based access controls for staff
• Regular security assessments and monitoring
• Secure document storage and disposal procedures
• Employee training on data protection
• Incident response and breach notification procedures

Data Retention

We retain your tax records and supporting documents for a minimum of seven (7) years from the date of filing, as recommended by the IRS and required by professional standards. This retention period allows us to:

• Support you in the event of an IRS audit or inquiry
• Provide prior-year comparisons for tax planning
• Comply with legal and professional obligations

After the retention period, records are securely destroyed in accordance with IRS guidelines.

Your Rights

You have the right to:

• Access copies of your tax returns and documents we hold
• Request correction of inaccurate information
• Withdraw consent for optional uses of your information
• Request information about our data practices
• File a complaint with appropriate regulatory authorities

To exercise these rights, please contact us using the information provided below.

Third-Party Services

Our portal may integrate with third-party services for payment processing, document storage, and e-filing. These providers are contractually obligated to protect your information and use it only for the services they provide to us. We do not control the privacy practices of third-party websites linked from our portal.

Children's Privacy

Our portal is not intended for use by individuals under 18 years of age. We do not knowingly collect personal information from children. Information about minor dependents is collected from parents or guardians for tax preparation purposes only.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our portal with a new effective date. Your continued use of our services after such changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us: