Last Updated: October 2, 2026
Wisdom Gate Tax and Advisory is a trade name of Expansion Builders LLC (“Wisdom Gate,” “we,” “us,” or “our”). This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit wisdomgatetax.com, schedule a consultation, communicate with us, or use our tax preparation and advisory services.
Information We Collect
Depending on how you interact with us, we may collect:
• Contact information, including your name, telephone number, email address, and mailing address.
• Appointment and communication information, including consultation details, messages, inquiries, and communication preferences.
• Tax and financial information that you voluntarily provide when engaging us for services, including income information, tax documents, identification information, dependent information, banking information, and other information necessary to prepare or assist with tax matters.
• Website and device information, including IP address, browser type, device type, pages visited, referring website, and general usage information.
• Information provided through forms, secure client portals, document-upload systems, email, telephone calls, text messages, or other authorized communication channels.
Please do not send Social Security numbers, tax returns, banking information, or other sensitive documents through ordinary email, text message, or unsecured website forms. We will provide secure submission instructions when sensitive documents are required.
How We Use Information
We may use personal information to:
• Respond to questions and consultation requests.
• Schedule, confirm, reschedule, and manage appointments.
• Evaluate your service needs and establish a client relationship.
• Prepare tax returns and provide authorized tax-related services.
• Communicate regarding appointments, requested services, documents, deadlines, and account matters.
• Process payments and administer client engagements.
• Maintain business, tax, security, and compliance records.
• Protect our website, systems, clients, and business from fraud, misuse, unauthorized access, and security threats.
• Comply with applicable legal, regulatory, professional, and tax-administration requirements.
• Improve our website, services, and client experience.
Tax Return Information
Tax return information is handled confidentially and will be used or disclosed only as authorized by you or as otherwise permitted or required by applicable law.
We may provide information to federal, state, or local tax authorities when authorized to prepare, submit, support, or address a tax matter on your behalf. Certain uses or disclosures of tax return information may require separate written consent.
How Information May Be Disclosed
We do not sell personal information.
We may disclose information in limited circumstances to:
• Technology, hosting, scheduling, communication, payment-processing, tax-software, document-storage, security, and other service providers that support our operations.
• Federal, state, and local tax authorities when authorized or legally permitted.
• Professional advisers, contractors, or other parties assisting with an authorized client engagement and subject to appropriate confidentiality obligations.
• Government agencies, courts, regulators, law-enforcement authorities, or other parties when disclosure is required or permitted by law.
• A successor organization in connection with a merger, reorganization, sale, or transfer of business assets, subject to applicable confidentiality and legal requirements.
Service providers are authorized to process information only for legitimate operational purposes related to the services they provide to us.
Mobile Information and Text Messaging Consent
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.
All sharing described in this Privacy Policy excludes text-messaging originator opt-in data and consent. Text-messaging opt-in data and consent will not be shared with third parties.
We may use service providers and telecommunications carriers solely as necessary to deliver and support our text-messaging program.
Consent to receive text messages is not a condition of purchasing services. Message frequency may vary. Message and data rates may apply. You may reply STOP to unsubscribe or HELP for assistance.
Cookies and Website Technologies
Our website and service providers may use cookies, pixels, analytics tools, and similar technologies to operate the website, remember preferences, understand website usage, improve performance, and protect against fraud or misuse.
You may control certain cookies through your browser settings. Disabling cookies may affect how portions of the website function.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.
No electronic transmission or storage system can be guaranteed to be completely secure. You are responsible for using secure methods when providing sensitive information and for protecting your own devices, passwords, and account credentials.
Data Retention
We retain personal information for as long as reasonably necessary to provide services, maintain required tax and business records, resolve disputes, enforce agreements, protect legal rights, and satisfy applicable legal, regulatory, and professional obligations.
When information is no longer required, we may securely delete, destroy, or anonymize it in accordance with our record-retention practices.
Your Choices
You may:
• Request correction of inaccurate contact information.
• Unsubscribe from promotional email communications by using the unsubscribe instructions provided.
• Stop text messages by replying STOP.
• Ask questions about how we handle your information.
Certain tax, legal, compliance, security, and business records may need to be retained even after a request for deletion.
Third-Party Websites and Services
Our website may link to third-party websites, secure portals, payment processors, scheduling systems, or other services. Their privacy practices are governed by their own policies. We encourage you to review those policies before submitting information.
Children’s Privacy
Our website is not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the website.
Information concerning a child or dependent may be collected from a parent, legal guardian, or authorized taxpayer when necessary to provide tax services.
Changes to This Policy
We may update this Privacy Policy to reflect changes in our services, technology, legal obligations, or business practices. The updated version will be posted on this page with a revised “Last Updated” date.
Contact Us
If you have questions about this Privacy Policy or our handling of personal information, contact:
Wisdom Gate Tax and Advisory
A trade name of Expansion Builders LLC
Fredericksburg, Virginia
Email: [email protected]
Phone: (540) 361-3457