Legal
Privacy Policy
Last updated: August 2026
Overview
Legacy Tax & Wealth respects your privacy and is committed to protecting the personal information you choose to share with us.
This Privacy Policy explains the types of information we may collect through this website, how that information may be used, and the choices available to you.
Information We May Collect
When you use this website or contact us, we may collect information that you voluntarily provide, including your name, email address, phone number, service interests, and information included in a consultation request.
We may also collect limited technical information such as browser type, device information, IP address, and general website usage data for security, performance, and analytics purposes.
Sensitive Information
Do not submit Social Security numbers, tax returns, banking information, account credentials, government identification documents, or other highly sensitive financial information through the general contact form or ordinary email.
Sensitive client documents should only be transmitted through an approved secure client portal or another secure method specifically provided by Legacy Tax & Wealth.
How We May Use Information
Information you provide may be used to respond to inquiries, schedule or provide services, communicate with you, improve website functionality, maintain security, and meet applicable legal or regulatory obligations.
Sharing of Information
Legacy Tax & Wealth does not sell personal information. Information may be shared with service providers when necessary to operate the business or provide requested services, subject to appropriate confidentiality and security expectations.
Information may also be disclosed when required by law, regulation, legal process, or a valid governmental request.
Data Security
We use reasonable administrative, technical, and organizational measures intended to protect personal information. However, no method of transmission or electronic storage can be guaranteed to be completely secure.
Third-Party Services
This website may link to or integrate with third-party services, such as scheduling platforms, secure client portals, payment providers, analytics tools, or other business services. Their privacy practices are governed by their own policies.
Cookies and Analytics
The website may use cookies or similar technologies for basic functionality, security, performance, and analytics. Additional information may be provided if specific analytics or advertising technologies are added in the future.
Your Choices
You may contact us to request that certain personal information you previously provided be corrected or deleted, subject to applicable legal, tax, recordkeeping, and professional obligations.
Children's Privacy
This website is intended for general business use and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through this website.
Changes to This Policy
This Privacy Policy may be updated from time to time. The revised version will be posted on this page with an updated revision date.
Contact
Questions about this Privacy Policy may be sent to: