Privacy Policy
How we protect your data at PW Tax Services, LLC
Last Updated: March 27, 2026
At PW Tax Services, LLC, we respect your privacy and are committed to protecting the personal and financial information you entrust to us. This Privacy Policy describes how we collect, use, and share your information when you visit our website (pwtaxservices.com), use our secure client portal, or communicate with us.
1. Information We Collect
We collect information that you provide directly to us and information collected automatically through your use of our site.
- Voluntary Information: When you fill out our contact form, we collect your name, email address, and phone number.
- Scheduling Information: We use Calendly to manage appointments. When you book a meeting, Calendly collects your contact details and meeting preferences on our behalf.
- Sensitive Client Data: Financial records and Social Security Numbers are collected strictly through our secure, encrypted portal, TaxDome.
- Automatic Collection: We use Google Analytics 4 (GA4) and Google Tag Manager to analyze website traffic.
2. How We Use Your Information
We use your data to provide professional tax and accounting services, manage appointments via Calendly, respond to inquiries, and optimize our website and marketing efforts via Google Ads.
3. SMS/Text Messaging Compliance
By providing your mobile number and opting in to receive messages, you agree to receive text communications from PW Tax Services (e.g., appointment reminders, status updates).
No Sharing of Mobile Data: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
4. Third-Party Service Providers
We share your data with trusted processors only to the extent necessary to provide our services:
- TaxDome: Secure document storage and communication.
- Calendly: Appointment management.
- Google: Analytics and advertising.
We do not sell, rent, or lease your personal information to third parties.
5. Data Security & Encryption
We utilize TaxDome, which employs industry-standard 256-bit SSL encryption for data both in transit and at rest. Access to client data is protected by Multi-Factor Authentication (MFA).
6. Data Retention Policy
In compliance with AICPA professional standards and IRS guidelines, PW Tax Services retains client workpapers and tax records for a period of seven (7) years. After this period, records are securely destroyed.
7. Your Rights (Colorado Privacy Act)
In Colorado residents have the right to access, correct, and delete their personal data, or opt-out of targeted advertising. We honor Global Privacy Control (GPC) signals sent by your browser.
8. Google Ads & Tracking Consent
Our website uses Google Consent Mode v2. Your interaction with our cookie settings dictates how Google Analytics and Google Ads process your data. You may visit Google’s My Ad Center to opt-out of personalized advertising.
9. Contact Us
For questions regarding this policy, please contact:
PW Tax Services, LLC
Westminster, Colorado
Phone: (303) 261-1335
Email: [email protected]