Last updated: 7 August 2026
This Privacy Policy explains what information Profitwise Tax Planning collects when you use this website or contact us, how that information is used, and the choices available to you. It applies to this website only.
We collect information you provide directly. That includes anything you enter into a form on this site, such as your name, email address, telephone number, and the answers you give about your tax situation, along with anything you choose to write in a message field.
We also receive limited technical information automatically when you visit, which may include your IP address, browser type, device type, referring page, and the pages you view. This information is not used to identify you personally.
We do not ask for, and you should not send through this website, sensitive information such as Social Security numbers, account numbers, or copies of tax returns. If we need documents from you, we will tell you how to send them securely.
We use the information you provide to:
We do not sell your information. We do not share it with third parties for their own marketing.
We share information only where it is necessary to operate, and only to the extent required. That may include service providers who host this website, deliver our email, or help us manage client records, each of whom is expected to protect the information they handle on our behalf.
We may also disclose information where we are required to do so by law, by court order, or by a regulatory or professional body, or where disclosure is necessary to establish or defend a legal claim.
We keep enquiry information for as long as needed to respond to you and for a reasonable period afterwards. Where you become a client, records are retained for the period required by law and by professional standards applicable to tax practitioners. You may ask us to delete information we are not required to keep.
We take reasonable measures to protect the information we hold. No method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security. Please do not send sensitive financial documents by ordinary email.
This site may use cookies and similar technologies to keep the site working properly and to understand, in aggregate, how it is used. Most browsers let you refuse or delete cookies through their settings. Refusing cookies may affect how parts of the site behave.
You may ask us what information we hold about you, ask us to correct it, or ask us to delete it where we are not required to retain it. You can unsubscribe from our newsletter at any time using the link in any email we send. Depending on where you live, you may have additional rights under state privacy law. To exercise any of these, contact us using the details below.
This site may link to websites we do not operate. We are not responsible for the content or the privacy practices of those sites, and this policy does not apply to them.
This website is intended for adults. We do not knowingly collect information from children under 13. If you believe a child has provided us information, contact us and we will delete it.
We may update this policy from time to time. The date at the top of this page shows when it was last revised. Continuing to use the site after a change means you accept the revised policy.
Questions about this policy, or about information we hold, can be sent to plan@profitwisebiz.com or (209) 891-3828.