Privacy Policy

Information We Collect

When you use the Get Started intake form on this site, we collect the information you provide, including your name, email address, phone number, and responses to intake questions. This information is used solely to prepare for and conduct a strategy call.

We do not sell, rent, or share your personal information with third parties for marketing purposes.

How We Use Your Information

Information submitted through this site is used to:

• Respond to your inquiry and schedule a strategy call
• Understand your tax situation before our conversation
• Follow up regarding Wakefield Tax services if you have expressed interest

Data Retention

Intake form submissions are retained for the duration of any client relationship and for a reasonable period thereafter for recordkeeping purposes. You may request deletion of your information at any time by contacting us at info@wakefieldtax.com.

No Tracking or Advertising

This site does not use advertising cookies, tracking pixels, or third-party analytics services that share data with advertisers.

Contact

For any questions about this policy or your data, contact:
info@wakefieldtax.com

Wakefield Consulting LLC d/b/a Wakefield Tax
CPA Services