• Identifiers & Contact: name, email, phone, address.
• Client Records: tax documents, financial statements, payroll data, EIN/SSN (as required), foreign account info, crypto activity disclosures.
• Usage: site analytics, appointment data, communications metadata.
• Payments: limited payment information via our processor (we do not store full card numbers).

From you (forms, uploads, calls, SMS), from authorized representatives, from integrated tools (e.g., client portal, scheduling, CRM, payment processor), and from publicly available sources as required for tax/accounting compliance.

• Deliver services and fulfill engagements (contract).
• Meet legal and regulatory obligations (legal obligation).
• Communicate updates, reminders, and support, including 1-to-1 SMS (consent/legitimate interests).
• Secure our systems, prevent fraud, and improve services (legitimate interests).

We share data with service providers under confidentiality (e.g., client portal, CRM, scheduling, payment processing, email/SMS carriers) to deliver services. We do not sell personal information. We may disclose information when required by law or to protect rights, safety, or our systems.

We may use cookies/analytics (e.g., Google Tag Manager) and embedded tools (e.g., Calendly widget) to improve site functionality and measure usage. You can manage cookies in your browser settings; some features may not work without them.

By providing your phone number, you consent to 1-to-1 messages related to appointments, document requests, and engagement updates. Msg & data rates may apply. Frequency varies. Reply STOP to opt out; HELP for help. We do not use public URL shorteners in SMS. Numbers are not shared with third parties for marketing.

We use administrative, technical, and physical safeguards appropriate to the sensitivity of the data. No system is 100% secure; you must protect your portal credentials and notify us immediately of suspected compromise.

We retain personal information only as long as necessary for the purposes above and to meet legal obligations. Workpapers/returns are typically retained ~4 years. Clients should keep originals/source documents.

Depending on your jurisdiction (e.g., Virginia Consumer Data Protection Act (VCDPA), CCPA/CPRA), you may have rights to access, correct, delete, or limit certain uses of your data. To exercise rights, email privacy@fiscalwealthpartners.com. We will verify your identity as required by law. We do not discriminate for exercising privacy rights.

If data is processed outside your jurisdiction, we use appropriate safeguards consistent with applicable laws.

Our services are intended for adults and business entities. We do not knowingly collect personal information from children under 13.

We may update this Policy. The “Last Updated” date reflects the latest revision. Continued use indicates acceptance.

Privacy Questions/Requests: privacy@fiscalwealthpartners.com
General Support: support@fiscalwealthpartners.com | 571-412-9116
Address: 3855 Rainier Dr, Fairfax, VA 22033