Effective Date: 3/20/2026
Welcome to TaxBoltWealth (“Company,” “we,” “our,” or “us”). We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website taxboltwealth.com and use our services, including company filings (LLC, C-Corp, Nonprofit), 1099 filing, wealth management, tax advisory, S-Corp election services, and related offerings.
1. Information We Collect
We may collect the following types of information:
a. Personal Information
- Full name
- Email address
- Phone number
- Mailing address
- Social Security Number (SSN) or Employer Identification Number (EIN) (when required for filings)
- Financial and tax-related information
b. Business Information
- Company name and structure
- Formation documents
- Tax identification details
c. Automatically Collected Information
- IP address
- Browser type
- Device information
- Pages visited and usage data
2. How We Use Your Information
We use your information to:
- Provide and manage our services
- Process company formations and tax filings
- Offer financial and tax advisory services
- Communicate with you regarding your account or services
- Improve our website and services
- Comply with legal and regulatory requirements
3. Sharing Your Information
We do not sell your personal information. However, we may share your data with:
- Government agencies (e.g., IRS, state authorities) for required filings
- Trusted third-party service providers assisting in operations
- Legal authorities when required by law
All third parties are obligated to keep your information confidential.
4. Data Security
We implement appropriate technical and organizational measures to protect your personal data from unauthorized access, disclosure, alteration, or destruction.
Despite our efforts, no method of transmission over the internet is 100% secure.
5. Data Retention
We retain your information only as long as necessary to:
- Fulfill the purposes outlined in this policy
- Comply with legal, tax, and regulatory obligations
6. Your Rights
Depending on your location, you may have the right to:
- Access the personal data we hold about you
- Request correction or deletion of your data
- Object to or restrict processing
- Withdraw consent at any time
To exercise these rights, contact us at: info@taxboltwealth.com
7. Cookies and Tracking Technologies
We may use cookies and similar technologies to:
- Enhance user experience
- Analyze website traffic
- Improve our services
You can control cookie preferences through your browser settings.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.
9. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from children.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
11. Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us:
TaxBoltWealth
Email: info@taxboltwealth.com
Website: taxboltwealth.com