You agree to the privacy policy below, and the Privacy Policy for Substack, the technology provider.

TAXWHIZ INSIGHTS
PRIVACY POLICY

Last Updated: Thursday, January 8, 2026

TaxWhiz Insights (“TaxWhiz”, “we”, “our”, or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, submit information through our forms.

By accessing our website or providing us with your personal information, you consent to the practices described in this Privacy Policy.

1. Information We Collect

We collect the following types of information:

A. Personal Information You Provide
This may include:

  • Full name

  • Email address

  • Phone number

B. Automatically Collected Information
When you visit our website, we may collect:

  • IP address

  • Browser type

  • Device identifiers

  • Usage patterns

  • Cookies (if enabled)

This data helps improve website performance and security.

2. Data Security

We take the security of your data seriously and implement safeguards including:

  • Encrypted data transmission (SSL/TLS)

  • Secure client portal for document uploads

  • Access controls and authentication

  • Secure storage practices

  • Limited internal access on a need-to-know basis

  • Regular security assessments

Despite these measures, no method of transmission over the Internet is completely secure. We cannot guarantee absolute security.

3. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites.

4. Changes to This Privacy Policy

We may update this policy periodically. The “Last Updated” date reflects the most recent version.

5. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact .