Wynter Express Services LLC

DBA Wynter Express Tax & Financial Services

(“Wynter Express,” “we,” “our,” or “us”)

Wynter Express is committed to protecting your privacy, safeguarding your personal information, and maintaining the confidentiality of all client data in accordance with applicable federal and state regulations, including IRS Publication 4557, the Gramm–Leach–Bliley Act (GLBA), and industry-standard security practices.

This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or engage our services.

1. Information We Collect

We may collect the following categories of information:

A. Personal Information (Provided by You)

• Name
  
   
• Address
  
   
• Email
  
   
• Phone number
  
   
• Date of birth
  
   
• Social Security information
  
   
• Tax documents
  
   
• Income and financial data
  
   
• Dependent information
  
   
• Business documentation (if applicable)
  
   

B. Website & Technical Information

When you visit our website, we may automatically collect:

• IP address
  
   
• Browser type
  
   
• Device information
  
   
• Usage statistics
  
   
• Cookies and tracking data
  
   

This information is used to improve website performance and user experience.

2. How We Use Your Information

We use client information exclusively for legitimate business purposes, including:

• Tax preparation and filing
  
   
• Bookkeeping and accounting services
  
   
• Identity verification
  
   
• Appointment scheduling
  
   
• Providing requested estimates or financial guidance
  
   
• Communicating updates regarding your return or account
  
   
• Maintaining compliance with federal and state tax regulations
  
   

We do not sell or share your information with unrelated third parties for marketing purposes.

3. IRS & Federal Compliance

As a tax preparation and financial services organization, Wynter Express follows:

• IRS Publication 4557 — Safeguarding Taxpayer Data
  
   
• IRS e-File Security Rules
  
   
• GLBA Safeguards Rule
  
   
• FTC privacy requirements
  
   
• Data retention regulations
  
   

Your tax data is encrypted, protected, and handled with strict confidentiality.

4. Website Data Protection Statement 

Wynter Express employs multiple layers of security to protect client information, including but not limited to:

• Encrypted communication channels (HTTPS/SSL)
  
   
• Password-protected client portals
  
   
• Role-based access control
  
   
• Encrypted storage for digital documents
  
   
• Secure destruction of physical documents
  
   
• Firewalls and intrusion-prevention systems
  
   
• Mandatory multi-factor authentication for tax software
  
   
• Secure transmission of e-files as required by the IRS
  
   

No system can guarantee absolute security, but we implement commercially reasonable safeguards required for financial and tax services.

5. Client Document Handling

We store and retain client information only as long as permitted under:

• IRS data retention rules
  
   
• GLBA Safeguards
  
   
• State record-keeping requirements
  
   

Documents are deleted or securely destroyed when retention periods end.

You may request copies or request deletion of certain records unless federal law requires us to maintain them.

6. Third-Party Services & Integrations

Our website may integrate with tools such as:

• Scheduling applications (e.g., Calendly)
  
   
• Payment processors
  
   
• Tax advance or refund loan providers
  
   
• Secure portals
  
   
• Email marketing platforms
  
   
• Government agency links
  
   

These third parties have their own privacy policies. Wynter Express is not responsible for the security or practices of external websites.

7. Cookies & Tracking Technologies

We may use cookies, analytics tools, and similar technologies to:

• Improve website performance
  
   
• Enhance security
  
   
• Analyze user behavior
  
   
• Personalize the user experience
  
   

You may adjust your browser settings to block cookies, but certain features may not function properly.

8. Disclosure of Information

We do not disclose your information unless:

• You authorize it in writing
  
   
• It is required to file your tax return
  
   
• It is required by law, subpoena, or IRS request
  
   
• It is needed to prevent fraud or protect system security
  
   
• It is necessary to complete bank products or refund advance processing
  
   

We do not sell client data.

9. Children’s Privacy

Wynter Express does not knowingly collect information from children under age 13.

Parents or guardians submitting dependent information for tax preparation do so voluntarily.

10. Electronic Communication Disclaimer

Submitting forms, documents, or messages through our website or email does not create a preparer-client relationship until an engagement is formally accepted.

11. Your Rights

You may request:

• Access to your data
  
   
• Corrections
  
   
• Updates
  
   
• Limited deletion (where permitted by law)
  
   

Some documents cannot be removed due to IRS retention requirements.

12. Updates to This Privacy Policy

This policy may be updated periodically to reflect regulatory changes or business adjustments.

The Effective Date above will always show the current version.

13. Contact Information

For privacy or data security questions, contact:

Wynter Express Tax & Financial Services

Wynter Express Services LLC

Email: wynterexpresstax@proton.me 

Website: www.WynterExpress.com