Privacy deserves clear answers.

01 / POLICY SCOPE

Where this policy applies.

This policy applies to information collected through wyntertaxpro.com, our company-operated forms and scheduling tools, and communications or services provided by Wynter Express. The information involved depends on your relationship with us and the service you request.

Visiting the website, subscribing to a newsletter, making an inquiry, and becoming a tax-preparation client are different activities. Each can involve different information and obligations.

Separate engagement agreements, product disclosures, financial privacy notices, and taxpayer consents may apply to particular services. This general website policy does not replace them or expand any permission granted by them.

Reading this policy or using the website does not, by itself, authorize a disclosure or use of tax-return information that requires separate taxpayer consent.

02 / INFORMATION COLLECTION

The information involved in your next step.

We collect information you provide directly and information necessary to respond to your request or perform an accepted service. We may also receive relevant records from sources you authorize or from tax authorities and service providers where permitted.

Use the appropriate submission method.

General contact forms and public social-media messages are for general inquiries. Do not include Social Security numbers, bank account details, identity documents, or tax records in public comments or ordinary inquiry messages. When such information is needed, follow the designated delivery instructions provided for your service.

Please provide only information relevant to the request. Do not submit another person’s private information unless you are authorized to provide it.

03 / INFORMATION USE

A defined purpose for the information you provide.

Subject to applicable law and any required authorization, information is used to:

• Respond to inquiries and identify the service requested.
• Schedule appointments and communicate about their status.
• Prepare, review, transmit, or support tax returns within the agreed scope of an engagement.
• Perform bookkeeping, business formation, or other services you have requested and we have accepted.
• Obtain required signatures, document client instructions, and maintain service records.
• Process fees and maintain billing records.
• Send requested publications and communications consistent with your preferences and applicable permissions.
• Address errors, suspected fraud, security concerns, disputes, and applicable legal obligations.

Information collected for tax preparation is subject to additional restrictions. A general service or marketing purpose listed here does not create an exception to those restrictions.

04 / TAX-RETURN CONFIDENTIALITY

Tax information carries additional protections.

Federal law restricts a tax return preparer’s disclosure or use of information furnished in connection with preparing an income tax return. Internal Revenue Code Sections 7216 and 6713, together with applicable regulations, address unauthorized disclosures and uses.

Some activities are permitted under specific legal exceptions. Other disclosures or uses require a separate taxpayer consent meeting the applicable requirements. Where consent is required, this website policy, a general checkbox, or acceptance of website terms does not substitute for that consent.

Tax-return information is not automatically available for unrelated promotions, sponsor campaigns, or other services simply because a person previously filed with Wynter Express. Any such use must have an applicable legal basis and any required authorization.

If you have a question about an authorization, ask about its purpose, the information involved, and the intended recipient before signing.

05 / PROFESSIONAL ACCESS

Choosing a preparer and understanding access.

When you select a tax professional, your inquiry or appointment can be directed to that professional through our scheduling and contact-management tools. Providing services may also require access by authorized company personnel or service providers.

The access needed can include preparation, administration, review, technical support, recordkeeping, or compliance. Access should be limited to the responsibilities assigned and the purposes permitted by law.

A preparer’s independent-contractor status does not, by itself, remove confidentiality obligations or establish the permissions available in a software system.

Selecting a preparer does not mean that company administrators or required reviewers are technically unable to access the record. If access limitations are important to you, contact us before submitting sensitive information so the arrangements applicable to your service can be explained.

06 / DISCLOSURES AND SERVICE PROVIDERS

When information needs to move beyond an inquiry.

Disclosures depend on the service, applicable legal requirements, and any necessary consent. Recipients can include:

• Tax authorities: the IRS and applicable state or local agencies for authorized filing, correspondence, or other permitted purposes.
• Authorized professionals: personnel or professionals participating in an accepted service, permitted review, or authorized representation.
• Technology providers: companies supporting hosting, forms, scheduling, customer relationship management, tax preparation, communications, document handling, or electronic signatures.
• Payment and financial providers: companies processing payments or administering an optional financial product you choose, subject to the relevant disclosures and authorizations.
• Legal or regulatory recipients: parties receiving information in response to an applicable legal obligation, valid process, or another legally permitted basis.

Current tools used in our business include HighLevel-powered website and contact-management services, TaxSlayer Pro for tax preparation, and Stripe for applicable payment processing. Which provider receives information depends on the function used and the service involved.

The existence of a vendor relationship does not, by itself, authorize sharing tax-return information. Restrictions and required consents still apply.

Sponsors and business partners.

A sponsorship or collaboration does not give a partner automatic access to client tax records, private contact lists, or appointment information. If a proposed program involves sharing participant information, the arrangement must be disclosed and supported by the applicable permissions before sharing occurs.

Separate financial privacy notices.

The Gramm-Leach-Bliley Act and its implementing rules impose financial privacy and security obligations on covered businesses. Where a separate customer privacy notice or opt-out opportunity is required, it must be provided as applicable. This general website policy does not replace those obligations.

07 / COMMUNICATION PREFERENCES

Know what you are signing up to receive.

Service communications.

Communications related to a requested or accepted service can include appointment information, requests for records, signature reminders, billing questions, and service updates. Communication methods depend on the arrangements for your service and your recorded preferences.

Financial Insights and promotional email.

Newsletter subscriptions and promotional preferences are distinct from tax-filing authorizations. You can request removal from marketing email through the unsubscribe mechanism in the message or by contacting us.

Commercial email is subject to applicable identification, address, and opt-out requirements. Changing a marketing preference does not eliminate records that must be retained or necessarily end an existing professional engagement.

Text messages.

Providing a telephone number does not, by itself, authorize every category of automated or promotional text message. Where text messaging is offered, the relevant consent and disclosures must identify the communication being authorized.

Message and data rates may apply. For a subscribed text program, reply STOP to opt out or HELP for assistance, or contact Wynter Express directly. The program’s actual instructions and consent terms govern that subscription.

Birthday preferences.

An optional birthday supplied for birthday communications is a communication preference. A birthdate collected for identity verification or tax preparation is not automatically a marketing permission.

08 / WEBSITE TECHNOLOGY

Forms, links, and browser information.

Our website includes hosted content and embedded tools such as forms and scheduling features. When a browser connects to these tools, the hosting or tool provider can receive technical connection information.

Cookies or similar storage technologies can support functions such as sessions, preferences, form operation, or security. The technologies involved depend on the feature and provider.

You can manage cookies through your browser settings. Restricting cookies or third-party content may affect forms, scheduling, or other features. Contact us if you need an alternative way to make an inquiry.

This notice does not treat website browsing as consent to unrelated advertising or to disclosures of protected tax-return information. Any additional analytics or advertising use must be addressed by the applicable notice and consent arrangements.

Please contact us for questions about the technologies used with a particular form or service.

09 / INFORMATION SECURITY

Privacy requires operational safeguards.

The FTC Safeguards Rule identifies tax preparation firms among the types of covered financial institutions. Applicable obligations include maintaining a written information security program and addressing the protection of customer information.

Security responsibilities extend beyond a public privacy notice. They include the applicable requirements for access controls, authentication, protection of information, service-provider oversight, risk assessment, and response to security events.

This page is not a security audit, certification, or substitute for a Written Information Security Plan. No website, email channel, or electronic storage method can promise that a security incident will never occur.

Help protect your information.

• Use the designated submission process for sensitive records.
• Do not share passwords, authentication codes, or Identity Protection PINs in public messages.
• Verify unusual requests through a known company contact before sending documents or making a payment.
• Tell us promptly if you believe a message, account, or document link has been misused.

Report suspected privacy or security issues to [email protected] or call (734) 560-9164. Start with a general description; do not attach sensitive records to the initial report.

10 / RECORD RETENTION

Different records have different requirements.

Retention depends on the type of information, the professional service, applicable recordkeeping requirements, and any legitimate need to resolve an outstanding matter.

Tax-preparation records, filing authorizations, due diligence documentation, agreements, billing records, and marketing preferences do not necessarily have the same retention period. A dispute, investigation, legal hold, or required professional record can also affect when information may be removed.

Ending a service relationship or unsubscribing from messages does not automatically require immediate deletion of the associated professional records.

You may ask about the retention arrangements applicable to your record. Disposal and deletion must account for legal obligations and the systems in which records are maintained.

11 / YOUR CHOICES AND REQUESTS

A clear way to raise a privacy question.

Contact us to update contact information, change communication preferences, ask about information associated with your relationship, or request correction or deletion where applicable.

Depending on your location, the information involved, and applicable law, additional privacy rights may apply. Financial and tax information can be subject to different rules or exemptions. This policy does not limit rights provided by law.

We may need to verify your identity and authority before disclosing, correcting, or deleting a record. If an authorized representative submits a request, evidence of authority may be required.

A request may be limited by required retention, another person’s rights, security considerations, or an applicable legal exception. We will address requests under the rules applicable to the information and our relationship with you.

For a privacy request, use the subject line Privacy Request — Wynter Express. Include your name, preferred contact method, and a general description of the request. We will provide instructions if further verification is needed.

12 / THIRD-PARTY SERVICES

Understand the destination before you continue.

Links and embedded features can connect you with independent organizations, including tax authorities, payment processors, financial providers, and software platforms. Those organizations have their own privacy practices and terms.

Our permission to send information to a provider is separate from the provider’s notice describing what it does with information it receives. Review both when relevant.

Wynter Express does not decide a third-party lender’s approval, underwriting, or funding outcome. Choosing an optional refund advance or other financial product can involve separate applications, disclosures, and consents.

A link to an IRS, FTC, or other government resource does not mean that the government endorses Wynter Express or has certified this website.

13 / PROFESSIONAL RESPONSIBILITIES

Confidentiality and professional conduct.

Treasury Department Circular 230 governs practice before the IRS within its applicable scope. It addresses professional responsibilities including diligence, competence, conflicts, client records, and written tax advice.

The requirements applicable to an individual depend on the person’s role, authority, and professional status. An EFIN, PTIN, or course completion does not by itself make someone an attorney, certified public accountant, or enrolled agent.

Circular 230 responsibilities operate alongside applicable tax-information confidentiality and financial privacy rules. This Privacy Policy does not grant representation authority, waive a conflict, or serve as a taxpayer disclosure consent.

Website articles and Financial Insights are general education. Individual advice requires consideration of relevant facts and the agreed scope of professional services.

14 / CHILDREN AND DEPENDENTS

Dependent information belongs in the client process.

This website’s general inquiry and newsletter features are intended for adults seeking information or services. They are not designed for children to submit their own personal information.

Tax services can require information about a client’s dependents. Such information should be supplied by a parent, guardian, or another authorized person through the designated service process, not through public website comments or newsletter signup fields.

Contact us if you believe a child has submitted personal information through a general inquiry or newsletter feature.

15 / POLICY UPDATES

Keep the notice aligned with the services.

We may update this policy to reflect changes in services, tools, information practices, or applicable requirements. The date at the top identifies the latest posted revision.

When a change requires additional notice or consent, posting a revised policy alone does not substitute for that step. A policy update does not retroactively authorize a use or disclosure that required separate permission.