Effective Date: October 14, 2026
Wallace Advisory CPA LLC respects the privacy of website visitors and recognizes the importance of protecting personal information.
Depending on website use, we collect information visitors voluntarily provide, including names, email addresses, telephone numbers, business information, messages, and appointment requests.
The website and its authorized technical providers also process information associated with website functionality, such as IP addresses, browser details, device information, and website activity.
We process website information to respond to inquiries, schedule consultations, communicate about requested services, maintain website functionality, protect website security, and comply with applicable laws.
Marketing communications are subject to applicable law and visitor preferences.
Our website uses cookies and similar technologies only as described in our Cookie Policy and according to the actual tools enabled on the website.
Where required by applicable law, visitors will receive appropriate privacy choices or consent controls.
We share website information with authorized personnel and service providers as reasonably necessary to operate the website, respond to inquiries, and conduct legitimate business activities.
Service providers might include website hosting, scheduling, communications, security, or analytics providers, depending on our actual website configuration.
We also disclose information when legally required.
Professional accounting and tax preparation information is subject to applicable confidentiality obligations.
Federal tax return information is protected by applicable requirements, including Internal Revenue Code Section 7216 and related regulations.
Where specific taxpayer consent is legally required, we obtain the appropriate authorization.
Accepting this Privacy Policy does not replace required taxpayer consent.
We seek to maintain reasonable administrative, technical, and physical safeguards appropriate to the information we process.
No electronic storage or transmission system guarantees absolute security.
Sensitive tax and financial documents should be submitted only through approved secure methods.
We retain website information for legitimate business needs and applicable legal requirements.
Retention periods depend on the type of information and the purpose for which we collect and maintain the information.
Visitors who receive promotional emails will have an appropriate way to unsubscribe.
Marketing text messages or automated promotional communications require the applicable consent.
Depending on applicable law, individuals have rights to request access, correction, deletion, or other appropriate actions concerning personal information.
Requests are evaluated according to applicable law and may require identity verification.
Our website is intended for adults seeking professional services.
We do not knowingly solicit personal information directly from children under 13 through our general website.
External services linked from our website maintain their own privacy practices.
We reserve the right to update this Privacy Policy as our website, practices, or applicable laws change.
Wallace Advisory CPA LLC
4051 Kirkpatrick Lane, Suite 100
Flower Mound, TX 75028
Phone: 972-446-1040
Email: info@wallaceadvisorycpa.com
Website: https://wallaceadvisorycpa.com
Last Updated: October 14, 2026