Privacy Policy

This Privacy Policy explains how Wealth x Taxes, doing business as MyTaxGPS (“MyTaxGPS,” “we,” “us,” or “our”), collects, uses, discloses, stores, and protects information when you access or use our website, software, tools, and related services.

MyTaxGPS is designed to help users review tax-related information and identify potential tax strategy opportunities. Because the service may involve sensitive financial and tax-related information, we take privacy and data protection seriously.

By using MyTaxGPS, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

Information You Provide to Us

This may include:

• Name, email address, phone number, account credentials, and other contact information.
• Business or household information you choose to provide.
• Prior-year tax returns, tax forms, financial documents, income information, deduction information, entity information, investment information, retirement information, and other tax-related materials you upload.
• Responses to intake questions, questionnaires, prompts, or strategy workflows.
• Communications with us, including support requests, feedback, and messages.

Information Generated Through Use of the Service

We may collect information created or generated when you use MyTaxGPS, including:

• Tax strategy summaries, recommendations, reports, calculations, estimates, and related outputs.
• User preferences, saved scenarios, notes, and workflow progress.
• Usage information, such as pages viewed, features used, session activity, and interaction data.

Technical and Device Information

We may automatically collect:

• IP address.
• Browser type.
• Device type.
• Operating system.
• Referring URLs.
• Log data.
• Approximate location derived from IP address.
• Cookies, pixels, and similar tracking technologies.

Payment Information

If we offer paid services, payment information may be collected and processed by a third-party payment processor. We do not intentionally store complete payment card numbers on our own systems unless expressly stated.

2. How We Use Information

We may use information for the following purposes:

• To provide, operate, maintain, and improve MyTaxGPS.
• To analyze uploaded tax documents and user-provided information.
• To generate tax strategy insights, estimates, summaries, and informational outputs.
• To create and manage user accounts.
• To provide customer support.
• To communicate with users about their account, product updates, security notices, and service-related matters.
• To improve our software, algorithms, workflows, user experience, and product functionality.
• To monitor usage, detect errors, debug issues, and maintain platform security.
• To prevent fraud, abuse, unauthorized access, or misuse of the service.
• To comply with legal, regulatory, tax, security, and contractual obligations.
• To enforce our Terms of Service and other agreements.

We do not use your uploaded tax returns or sensitive tax documents to provide tax preparation, legal representation, financial planning, investment advice, or other professional services unless we separately agree to do so in a signed written agreement.

3. Tax and Financial Information

MyTaxGPS may process sensitive tax and financial information, including prior-year tax returns and related documents. You should only upload documents that you have the legal right to provide.

We use tax and financial information to provide the service, generate informational tax strategy outputs, support your account, improve the platform, and comply with applicable obligations.

Unless you separately authorize us or applicable law permits or requires it, we do not intentionally disclose your tax return information to unrelated third parties for their own independent marketing purposes.

4. How We Share Information

We may share information with the following categories of recipients:

Service Providers

We may share information with vendors and service providers who help us operate MyTaxGPS, including cloud hosting providers, document processing tools, analytics providers, customer support tools, email providers, payment processors, security providers, and other technology vendors.

These service providers are authorized to use information only as necessary to provide services to us or as otherwise permitted by law.

Professional Advisors

We may share information with attorneys, accountants, auditors, insurers, consultants, and other professional advisors when reasonably necessary for business, legal, compliance, risk management, or financial purposes.

Legal and Compliance Purposes

We may disclose information if we believe disclosure is reasonably necessary to:

• Comply with applicable law, regulation, subpoena, court order, legal process, or government request.
• Protect the rights, property, or safety of MyTaxGPS, our users, or others.
• Detect, investigate, or prevent fraud, security incidents, or misuse of the service.
• Enforce our Terms of Service or other agreements.

Business Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar transaction, information may be transferred as part of that transaction, subject to appropriate protections where required.

With Your Direction or Consent

We may share information when you direct us to do so or when you otherwise consent.

5. Artificial Intelligence and Automated Processing

MyTaxGPS may use software, automation, machine learning, artificial intelligence, or similar technologies to process user-provided information and generate outputs.

Outputs may be based on information you provide, uploaded documents, software logic, tax rules, assumptions, and automated analysis. These outputs are for informational and educational purposes only and may not account for all facts, circumstances, exceptions, laws, regulations, or changes that could affect your tax situation.

You are responsible for reviewing all outputs and consulting a qualified tax, legal, or financial professional before making decisions or taking action based on any output.

6. Data Storage and Security

We use reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, loss, misuse, alteration, or disclosure.

These safeguards may include encryption, access controls, authentication measures, monitoring, secure cloud infrastructure, vendor review, and internal policies.

However, no method of transmission, storage, or processing is completely secure. We cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials and for promptly notifying us of any suspected unauthorized access.

7. Data Retention

We retain information for as long as reasonably necessary to provide the service, maintain user accounts, comply with legal obligations, resolve disputes, enforce agreements, improve the platform, and support legitimate business purposes.

You may request deletion of certain information, but we may retain information where necessary or permitted by law, including for security, fraud prevention, legal compliance, backup, accounting, dispute resolution, or enforcement purposes.

8. Your Rights and Choices

Depending on your location and applicable law, you may have rights to:

• Access personal information we maintain about you.
• Correct inaccurate personal information.
• Delete certain personal information.
• Obtain a copy of certain personal information.
• Opt out of certain data uses, where applicable.
• Withdraw consent where processing is based on consent.
• Appeal certain decisions regarding privacy requests, where applicable.

To submit a privacy request, contact us at support@wealthxtaxes.com.

We may need to verify your identity before fulfilling a request. We may deny or limit requests where permitted by law.

9. Texas Privacy Rights

If the Texas Data Privacy and Security Act or other Texas privacy laws apply to our processing of your personal data, Texas residents may have certain rights regarding access, correction, deletion, portability, and opt-out choices.

We will respond to applicable verified consumer requests as required by law. We do not knowingly sell sensitive personal data without consent where consent is required by applicable law.

10. Cookies and Tracking Technologies

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

• Keep users signed in.
• Remember preferences.
• Analyze usage.
• Improve performance.
• Detect fraud and security issues.
• Measure marketing or product effectiveness.

You may be able to control cookies through your browser settings. Disabling cookies may affect the functionality of the service.

11. Children's Privacy

MyTaxGPS is not intended for children under 18. We do not knowingly collect personal information from children under 18. If we learn that we have collected personal information from a child under 18, we will take reasonable steps to delete it.

12. Third-Party Links and Services

The service may contain links to third-party websites, tools, or services. We are not responsible for the privacy practices, content, or security of third parties. Your use of third-party services is governed by their own terms and privacy policies.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make changes, we will update the “Last updated” date above. If changes are material, we may provide additional notice, such as by email or through the service.

Your continued use of MyTaxGPS after an updated Privacy Policy becomes effective means you accept the updated policy.

14. Contact

For privacy questions or requests, contact us at: