Information We Collect

We may collect personal information that you voluntarily provide to us, including your name, email address, phone number, mailing address, and other information you submit through forms, inquiries, account registration, or communications with us.

If you contact us directly, we may receive additional information such as the contents of your message, attachments you provide, and any other information you choose to share.

We may also automatically collect certain technical information when you visit our website, including your IP address, browser type, device information, referring pages, pages visited, and date and time of access.

How We Use Your Information

We may use the information we collect to:

Provide, operate, and maintain our website and services
Respond to inquiries and communicate with you
Provide requested tax-related services and customer support
Process forms, requests, and service-related communications
Improve and personalize your experience on our website
Understand how visitors use our website
Send service updates, reminders, and relevant communications
Send marketing communications when permitted by law
Detect, prevent, and address fraud or security issues
Comply with applicable legal and regulatory requirements

SMS & Mobile Communications

If you provide your mobile phone number and consent to receive text messages from Walker Legacy Tax Group, we may send appointment reminders, service updates, follow-up messages, and other communications related to your relationship with us.

Message and data rates may apply. Message frequency may vary. You may opt out at any time by replying STOP. For assistance, reply HELP or contact us directly.

Mobile information will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes. Information may be shared with service providers only as necessary to support the delivery of our communications and services.

Log Files

Walker Legacy Tax Group may use standard log files and analytics tools. These may collect information such as IP addresses, browser type, Internet Service Provider (ISP), date and time stamps, referring and exit pages, and website activity.

This information is generally used to analyze trends, administer the website, improve website performance, and better understand how visitors interact with our website.

Cookies & Similar Technologies

Our website may use cookies and similar technologies to remember visitor preferences, understand website usage, improve functionality, and personalize the user experience.

You may disable cookies through your browser settings. Please note that disabling certain cookies may affect some website functionality.

Third-Party Services

We may use third-party service providers to help operate our website, communicate with clients, process information, analyze website activity, or provide other business-related services.

These providers may process information on our behalf only as necessary to perform the services they provide. Their handling of information may also be governed by their respective privacy policies.

Data Security

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

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We may retain personal information for as long as reasonably necessary to provide our services, maintain business and tax records, comply with legal obligations, resolve disputes, and enforce agreements.

Your Privacy Rights

Depending on where you live, applicable privacy laws may provide certain rights regarding your personal information. These may include requesting access to, correction of, or deletion of certain personal information maintained by us.

You may also have the right to opt out of certain marketing communications or other uses of your information, subject to applicable law.

California Privacy Rights

California residents may have additional rights regarding their personal information under applicable California privacy laws. Where required by law, these rights may include requesting information about personal data collected, requesting correction or deletion, and opting out of certain uses or disclosures.

Children's Privacy

Our website and services are not directed toward children under the age of 13, and we do not knowingly collect personal information directly from children under 13.

If you believe a child has provided personal information through our website, please contact us so we can take appropriate steps to remove the information.

Third-Party Websites

Our website may contain links to third-party websites. Walker Legacy Tax Group is not responsible for the privacy practices or content of those websites.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, technology, or legal requirements. Updates will be posted on this page.

Contact Us

If you have questions about this Privacy Policy, our privacy practices, or would like to exercise an applicable privacy right, please contact Walker Legacy Tax Group using the contact information provided on our website.