Effective Date: August 9, 2026

Tax Whiz Advisors & Business Solutions ("Tax Whiz Advisors," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us through our website, forms, and services.

We may collect information you voluntarily provide to us, including:

• Full name
• Mailing address
• Email address
• Telephone or mobile phone number
• Tax-related information and documents
• Business information
• Information submitted through our website forms
• Information necessary to provide tax preparation, tax resolution, business formation, and related services

We may also collect certain technical information when you visit our website, such as your IP address, browser type, device information, and website activity.

Tax Whiz Advisors may use information collected from you to:

• Provide tax preparation services
• Provide tax resolution services
• Provide business formation and compliance services
• Communicate with you regarding your services or account
• Schedule and confirm appointments
• Request information or documents needed to provide services
• Send service-related notifications and reminders
• Respond to inquiries and requests
• Provide customer support
• Send promotional or marketing communications when you have provided the appropriate consent
• Improve our website, services, and customer experience
• Comply with applicable laws and regulations

If you provide your mobile telephone number and affirmatively consent to receive text messages from Tax Whiz Advisors, we may use your number to send service-related and/or promotional text messages consistent with the consent you provided.

Service-related messages may include appointment reminders, requests for information or documents, service updates, account-related communications, and other communications related to your relationship with Tax Whiz Advisors.

Promotional messages may include tax service announcements, educational information, special offers, and other marketing communications.

Message frequency varies. Message and data rates may apply.

You are not required to consent to promotional text messages as a condition of purchasing goods or services from Tax Whiz Advisors.

You may opt out of text messages at any time by replying STOP. You may reply HELP for assistance.

Tax Whiz Advisors does not sell or rent your personal information.

We may share information with trusted service providers, technology providers, tax software providers, payment processors, communication providers, and other vendors when reasonably necessary to operate our business and provide requested services.

These service providers are permitted to use information only as necessary to perform services on our behalf.

We do not sell or share mobile telephone numbers or SMS consent information with third parties or affiliates for their own marketing or promotional purposes.

We take reasonable administrative, technical, and organizational measures to protect personal information from unauthorized access, use, disclosure, alteration, or destruction.

However, no method of electronic transmission or storage can be guaranteed to be completely secure.

Our website may use cookies or similar technologies to improve website functionality, understand website usage, and enhance your experience.

You may adjust your browser settings to limit or disable cookies. Certain website features may not function properly if cookies are disabled.

Our website may contain links to or integrate with third-party websites, applications, software, payment processors, scheduling systems, tax software, communication platforms, or other services.

Tax Whiz Advisors is not responsible for the privacy practices of third-party services. We encourage you to review the privacy policies of those services.

Our website and services are not directed toward children under the age of 13. We do not knowingly collect personal information from children under 13 through our website.

You may contact Tax Whiz Advisors to request information regarding the personal information we maintain about you or to request correction of inaccurate information, subject to applicable legal requirements.

You may also opt out of promotional email or text communications at any time.

To opt out of SMS communications, reply STOP to a message received from Tax Whiz Advisors.

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

For privacy-related questions or requests, please contact us through the contact information provided on our website.

Contact

Tax Whiz Advisors

Email: ryan@yourtaxwhiz.com

Phone: 470-777-9517

Website: www.yourtaxwhiz.com