This Privacy Policy describes the policies and procedures of Wallace & Company Financial Group (“Company,” “we,” “us,” or “our”) regarding the collection, use, and disclosure of your information when you use our services or website.
Company Address:
2143 HWY 155 N
McDonough, GA, United States
Tax Preparation and IRS Data:
We collect sensitive tax data solely for tax preparation, compliance, and due diligence purposes.
Due Diligence:
Certain credits require enhanced IRS due diligence.
Communications:
You consent to receive transactional emails and SMS.
SMS Opt-In Details
When you provide your mobile phone number and explicitly opt in through our forms, you consent to receive transactional and informational SMS messages from Wallace & Company Financial Group.
These messages may include appointment reminders, document requests, due diligence communications, compliance updates, and service-related notifications.
Message frequency varies. Message and data rates may apply.
You may opt out at any time by replying STOP.
For assistance, reply HELP or contact us directly.
Cookie & Tracking Practices
Our funnel pages may use essential cookies and similar tracking technologies to ensure proper functionality, improve user experience, and analyze traffic.
Where required by law, non-essential cookies are used only with user consent. You may manage cookie preferences through your browser settings.
Mobile Information Sharing
We do not sell, rent, or share your mobile phone number with third parties for marketing or promotional purposes.
Mobile information is used solely for service-related communications such as appointment reminders, document requests, due diligence notifications, and account updates.
Data Security & Handling
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
Access to personal data is limited to authorized personnel who require it to perform business functions related to tax preparation, compliance, and client support.
Data Security & Handling
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
Access to personal data is limited to authorized personnel who require it to perform business functions related to tax preparation, compliance, and client support.
No Refund Policy:
All payments are final.
Limitation of Responsibility:
We rely on client-provided information.
Electronic Records:
We provide electronic records and recorded reviews.
Contact:
404-806-8307