Wealth retention Strategies is committed to safeguarding the privacy and confidentiality of our clients, including Certified Public Accountants (CPAs) and individuals seeking tax strategies and advice. This Privacy and Disclaimer Statement outlines how we collect, use, disclose, and protect your personal and financial information when using our services.

Privacy Policy:

• Collection of Information: We may collect personal and financial information when you engage with our services. This information may include but is not limited to your name, contact details, tax-related documents, financial records, and other pertinent data necessary for providing tax strategies.
• Use of Information: The information we collect is used solely for the purpose of delivering high-quality tax strategies and advice tailored to your specific needs. We may use this information to analyze your financial situation, identify potential tax-saving opportunities, and develop personalized tax plans.
• Confidentiality and Security: We understand the importance of keeping your information secure and confidential. We have implemented stringent measures to protect your data from unauthorized access, loss, or misuse. Access to your information is restricted to authorized personnel only, and we regularly update our security protocols to ensure data protection.
• Sharing of Information: We do not disclose your personal or financial information to third parties without your explicit consent, unless required by law or necessary to provide our services. In some cases, we may collaborate with other professionals to optimize your tax strategies, but your information will remain strictly confidential.
• Data Retention: We will retain your information only for as long as necessary to fulfill the purposes outlined in this Privacy and Disclaimer Statement or as required by law.

Disclaimer:

• No Legal Advice: The information provided by [Business Name] is intended for general informational purposes only and does not constitute legal, tax, or financial advice. We are not a law firm, and our services are not a substitute for professional legal counsel or individualized tax advice. We recommend consulting with a qualified CPA, tax advisor, or attorney for specific advice related to your unique financial and tax situation.
• Accuracy of Information: While we strive to ensure the accuracy and reliability of the information provided, we cannot guarantee that all information presented is complete, current, or error-free. Tax laws and regulations may change, and your individual circumstances may impact the application of tax strategies.
• Limitation of Liability: By using our services, you acknowledge and agree that [Business Name] and its team members will not be held liable for any direct, indirect, or consequential damages arising from your reliance on the information provided or the use of our tax strategies. We shall not be responsible for any losses, expenses, or damages resulting from actions taken based on the information received.
• Client Responsibility: As a client, you are responsible for providing accurate and up-to-date information necessary for the development of your tax strategies. We are not liable for any consequences resulting from inaccurate or incomplete information provided by you.

By engaging with Wealth Retention Strategies] and using our services, you signify your acceptance of this Privacy and Disclaimer Statement. We reserve the right to update and modify this statement as needed, and any significant changes will be communicated to you through appropriate channels.

If you have any questions or concerns about our Privacy and Disclaimer Statement, please contact us at [email protected]