Your trust, our priority

Privacy Policy & Data Processing

Effective date: 09/14/2025

At Best Wealth Tax Services, we respect your privacy and are committed to protecting any personal information we collect. This policy explains how we collect, use, share, and protect your information, and your rights under U.S. laws.

1. Information We Collect

We may collect the following categories of personal information:

Identification information: name, address, phone number, email, tax identification number (ITIN, EIN, or SSN as needed).
Financial information: bank account details for payment processing or refunds.
Service-related information: information necessary for tax preparation, business formation, or other services you request.
Technical information: IP address, geographic location, browser type, operating system, and usage data from website visits.
Documents provided: tax forms, financial statements, or other documentation needed to perform our services.

2. How We Use Your Information

We use your personal information to:

Provide the services you request (tax filing, business formation, ITIN applications, etc.).
Process payments and manage billing.
Comply with tax, legal, and regulatory obligations.
Communicate with you about your account, services, or updates.
Improve our website and personalize your user experience.
Fulfill our contractual and legal responsibilities.

3. How We Share Your Information

We do not sell your personal information. We may share it in the following ways:

With service providers: for payment processing, data storage, or performing specific service functions.
With governmental or regulatory authorities: when required by law (e.g. IRS, state tax boards).
In response to legal requests: for subpoenas, court orders, or legal process.
With your consent: when you authorize us to share your information.

4. Your Rights

Depending on your location and applicable laws, you may have rights regarding your data:

Right to know: request a copy of the data we have collected about you.
Right to deletion: ask us to delete your personal data, unless required to retain it by law or contract.
Right to opt-out: request we do not share data in certain ways (if applicable).
Right to non-discrimination: your decision to exercise your privacy rights will not result in denial of services.

5. Data Security

We implement reasonable technical and organizational measures to protect your information against unauthorized access, loss, or misuse. However, no system is completely secure, so while we strive to protect your data, we cannot guarantee absolute security.

6. Cookies & Similar Technologies

We use cookies and tracking technologies on our website to:

Improve website functionality.
Understand how users interact with our site.
Tailor your experience.

You can manage cookie preferences through your browser settings.

7. Data Retention

We keep your personal information only as long as necessary for the purposes described above, unless a longer retention period is required by law or legitimate business need.

8. International Data Transfers

If you access our site from outside the U.S., your data may be transferred to and stored in servers located in the U.S., where privacy laws may differ from those in your country.

9. Third-Party Links

Our website may include links to external websites operated by others. Best Wealth Tax Services is not responsible for the privacy practices of those external sites. We encourage you to read the privacy statements of every site you visit.

10. Changes to This Policy

We may update this privacy policy from time to time. We will post any changes on our website with an updated “effective date.” If changes are significant, we may provide additional notification.

11. Contact

If you have questions about this privacy policy or want to exercise your privacy rights, you can contact us at:

Email: taxes@bestwealthtaxservices.com
Phone: (832) 948-6155