Privacy Policy

Information We Collect

We may collect the following types of information:

• Contact details you provide — such as your name, email address, phone number, and message content — when you request a consultation, submit an inquiry, or schedule a discovery call.
• Booking information submitted through our online scheduling tool, including your preferred appointment time and contact details.
• Client portal data uploaded through SecureFilePro when you are an existing client using our secure document portal.
• Technical data such as browser type, device information, pages visited, and referring URLs, collected automatically through standard website analytics and hosting logs.

How We Use Your Information

We use collected information to:

• Respond to inquiries and schedule consultations
• Provide tax, accounting, and advisory services to clients
• Operate and improve our website and client experience
• Communicate about appointments, service matters, and firm updates
• Meet legal, regulatory, and professional obligations

We do not sell your personal information to third parties.

How We Share Information

We may share information only as needed to operate our firm:

• With service providers that help us host our website, manage bookings, deliver secure file exchange, or support internal operations — under confidentiality obligations
• With professional advisors or regulators when required by law, court order, or professional standards
• With your authorization, such as when coordinating with your attorney, financial advisor, or other professionals

Data Security

We use reasonable administrative, technical, and physical safeguards to protect personal information. Sensitive tax and financial documents should be transmitted through our SecureFilePro client portal rather than unencrypted email whenever possible.

No method of transmission or storage is completely secure. We cannot guarantee absolute security, but we work to protect information appropriate to the sensitivity of tax and financial records.

Cookies & Analytics

Our website may use cookies and similar technologies to support basic functionality, remember preferences, and understand how visitors use the site. You can adjust cookie settings through your browser controls.

Your Choices

You may request access to, correction of, or deletion of personal information we maintain, subject to legal and professional record-retention requirements. To make a request, contact us using the information below.

Children's Privacy

Our website and services are not directed to individuals under 18, and we do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. The effective date at the top of this page will reflect the most recent revision.

Contact Us

Questions about this Privacy Policy may be directed to:

WiseSkies Tax Partners
1110 Montlimar Drive, Suite 902
Mobile, AL 36609
(517) 273-9390
admin@wiseskiestaxpartners.com