This Privacy Policy applies to services provided by Prestige Tax Group, Inc. and Legacy Wise Advisors, Inc., along with their affiliated service divisions and operational brands (collectively, “we,” “our,” or “us”).
These entities operate using shared administrative, technology, and client-communication systems so that we can respond efficiently to inquiries, coordinate services, and deliver the specific solutions you request.
When you submit a form, send a message, request a consultation, or otherwise interact with us, your information may be used by the appropriate entity to:
respond to your inquiry
provide the service you selected
coordinate between relevant divisions
deliver requested documents or updates
This internal use is strictly for service fulfillment and client support.
Your information is not sold, rented, or shared with third parties for marketing purposes.
Text Messaging (SMS) Communications
If you opt in to receive text messages from Prestige Tax Group, Inc. or Legacy Wise Advisors, Inc., you agree to receive conversational messages related to your inquiry, services, or account.
These messages may include:
Appointment or consultation updates
Requests for information or documents
Responses to your questions
Service notifications
SMS consent and data use
SMS consent is not shared with third parties or affiliates for marketing purposes
Your information is used only to communicate with you regarding the services you requested
Message frequency varies
Message and data rates may apply
You can opt out at any time by replying STOP
For assistance, reply HELP or contact us directly
We only send SMS messages to individuals who have provided consent or who have initiated contact with us.
Information We Collect
We may collect personal information that you voluntarily provide, including:
Name
Email address
Phone number
Mailing address
Any information submitted through our contact forms, intake forms, or client portals
We may also collect limited non-personal data such as browser type, device, and pages visited for website performance and analytics.
How We Use Your Information
We use the information you provide to:
Respond to inquiries
Provide requested services
Send important service updates
Deliver requested documents or communications
Improve our website and client experience
We do not sell your personal information.
Information Sharing
We do not sell, rent, or trade your personal information.
We may share information only when necessary to:
Provide requested services
Comply with legal or regulatory requirements
Work with secure service providers who assist in our operations
These providers are required to keep your information confidential.
Data Security
We implement appropriate administrative, technical, and physical safeguards to protect your personal information.
Your Choices
You may:
Opt out of SMS at any time by replying STOP
Contact us to update or correct your information
Request that we delete your stored personal data, where applicable
Contact Us
If you have questions about this Privacy Policy or your data, you may contact:
Prestige Tax Group, Inc. Phone: (929) 693-6932 Website: https://prestigetaxgroupinc.com
Legacy Wise Advisors, Inc. Phone: (347) 919-9889 Website: https://www.legacywiseadvisorsinc.com
