Privacy Policy

Last updated: May 30, 2026

Golden Years Tax Strategy respects the privacy of people who visit the website, book consultations, or contact the practice about tax planning and tax preparation services.

Information Collected

The website may collect information you choose to provide, such as your name, contact details, booking details, and the message or context you submit through a calendar, contact, or intake workflow. The website may also use standard website and analytics tools that collect technical information such as browser type, device information, pages visited, referral source, and approximate location.

How Information Is Used

Information is used to respond to inquiries, schedule consultations, provide requested services, maintain website security, understand website performance, and improve the clarity of the website. Golden Years Tax Strategy does not sell personal information.

Tax And Financial Information

Do not submit sensitive tax documents, Social Security numbers, bank information, or confidential financial records through public website forms or public calendar notes. If you become a client, Golden Years Tax Strategy will provide the appropriate client communication or document process for confidential materials.

Third-Party Services

The website may link to or embed third-party services, including scheduling tools, video platforms, analytics providers, social platforms, and the website hosting platform. Those services may process information according to their own privacy policies.

Retention

Information is kept only as long as reasonably needed for the purpose it was collected, for business records, or as required by professional, legal, accounting, or tax obligations.

Access, Correction, And Deletion Requests

You may request access, correction, or deletion of personal information by contacting Golden Years Tax Strategy through the booking or contact path on the website, or through the communication channel you already use with the practice. Include your name, the contact information used, and a clear description of the request.

Some information may need to be retained where required for client records, professional obligations, tax or accounting records, dispute prevention, security, or legal compliance. Data controlled by third-party platforms must be managed through that platform's own privacy tools.

Changes To This Policy

This Privacy Policy may be updated as the website, booking workflow, analytics setup, or service process changes.

This policy is practical baseline website copy and should be reviewed by the practice before final public launch or material changes to data collection.