1. Overview
Who this policy applies to
This Privacy Policy applies to information collected by Unity Tax Planning through this website, online intake forms, communications, planning engagements, and related interactions.
Unity Tax Planning is intended to operate as a separate business entity owned by Wade Marcy. Wade Marcy is also associated with Unity Financial Planning Group. Unity Tax Planning and Unity Financial Planning Group are separate businesses and may maintain separate records, agreements, privacy obligations, and service relationships.
This policy does not automatically govern information collected directly by Unity Financial Planning Group, a CPA, an attorney, an insurance provider, or another independent professional or service provider.
2. Information Collected
Information you provide
Unity Tax Planning may collect information that you voluntarily provide, including:
Name and contact information
Email address and telephone number
Household income range
Investable asset range
Business ownership information
Retirement and charitable-planning interests
Information about an anticipated business or asset sale
Whether you currently work with a CPA or financial adviser
Tax-planning concerns, objectives, and areas of interest
Scheduling, communication, and follow-up preferences
Information included in messages or administrative communications
Documents provided through an approved secure process
Do not submit highly sensitive information through general website forms.
Do not submit Social Security numbers, passwords, complete account numbers, complete tax returns, medical records, or copies of identification documents unless you have been given specific secure-submission instructions.
Information collected automatically
When you use the website, certain technical information may be collected automatically by hosting, security, analytics, or website-service providers. This may include your Internet Protocol address, browser type, device type, operating system, referring page, pages visited, approximate location, and the date and time of website activity.
3. How Information Is Used
Why information may be processed
Information may be used to:
Respond to questions and requests
Evaluate whether Unity Tax Planning services may be appropriate
Schedule consultations and planning-review meetings
Prepare, organize, and deliver tax-planning analysis
Identify potential planning topics and follow-up needs
Coordinate with authorized CPAs, attorneys, financial advisers, and other professionals
Maintain engagement records and internal administrative notes
Improve the website, intake process, and client experience
Protect the website, database, and users from misuse or unauthorized activity
Comply with applicable legal, regulatory, tax, recordkeeping, and contractual obligations
Establish, exercise, or defend legal claims
5. Technology and Service Providers
Third-party systems
Unity Tax Planning uses third-party technology providers to operate its website and business. These providers may process information on behalf of Unity Tax Planning or under their own applicable terms and privacy policies.
The website currently uses Supabase for functions that may include database storage, authentication, and management of information submitted through website forms.
Additional providers may be used for hosting, website deployment, analytics, email, scheduling, document delivery, payment processing, artificial intelligence, and other business functions.
7. Artificial Intelligence
AI-assisted tools
Unity Tax Planning may use artificial intelligence and technology-assisted tools to help organize information, summarize materials, identify possible planning topics, prepare preliminary calculations, or support internal analysis.
Information should not be submitted to an AI-assisted system unless its use is considered appropriate for the applicable engagement. AI-generated output may be incomplete or inaccurate and is subject to professional review.
Highly sensitive information should not be entered into general-purpose AI systems unless appropriate safeguards, permissions, and contractual protections are in place.
8. Security
Protecting information
Unity Tax Planning uses administrative, technical, and organizational measures intended to protect information against unauthorized access, loss, misuse, alteration, or disclosure.
These measures may include authenticated administrative access, database access controls, encrypted connections, service-provider safeguards, restricted access, and secure document-transfer procedures.
No website, database, transmission method, or storage system can be guaranteed to be completely secure. You should use caution when transmitting information electronically.
9. Data Retention
How long information may be retained
Information may be retained for as long as reasonably necessary to respond to inquiries, provide services, maintain business and engagement records, comply with legal or regulatory obligations, resolve disputes, enforce agreements, protect against fraud, and support legitimate business operations.
Retention periods may vary depending on the type of information, the nature of the relationship, contractual requirements, professional recordkeeping obligations, and applicable law.
10. Your Choices and Requests
Access, correction, and deletion requests
You may contact Unity Tax Planning to request access to, correction of, or deletion of certain personal information. Requests will be reviewed and handled subject to applicable law, identity verification, recordkeeping requirements, contractual obligations, and legitimate business needs.
Some information may need to be retained even after a deletion request, including records required for legal, regulatory, tax, compliance, security, dispute-resolution, or professional purposes.
You may request that marketing or nonessential communications stop at any time. Service-related, security-related, legal, or engagement-related communications may still be sent where appropriate.
11. Children's Privacy
Services intended for adults
This website and its services are intended for adults and are not directed to children under 13. Unity Tax Planning does not knowingly seek to collect personal information directly from children through general website forms.
Information about a minor should be provided only by or with the authorization of the minor's parent, legal guardian, or another person legally permitted to provide it.
12. External Websites
Third-party links
The website may contain links to third-party websites or services. Unity Tax Planning does not control the privacy, security, content, or business practices of those third parties. You should review their policies before providing information.
13. Changes to This Policy
Policy updates
This Privacy Policy may be updated to reflect changes in the business, services, technology, providers, or applicable obligations. The updated version will be posted on this page with a revised effective date.
Your continued use of the website after an update means that the revised policy will apply to future website activity, subject to applicable law.
14. Contact Information
Privacy questions and requests
Questions about this policy or requests concerning personal information may be sent to:
Additional information may be requested to verify your identity and protect information from unauthorized access or disclosure.
Important Reminder
Use secure channels for sensitive documents.
General website forms and ordinary email should not be used for Social Security numbers, full account numbers, passwords, complete tax returns, identification documents, or other highly sensitive records.
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