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Your privacy matters

Privacy Policy

How Ziggy's Tax Advantage handles information you provide through this website.

Effective date: October 5, 2026

Please do not send Social Security numbers, tax returns, tax documents, bank information, or other sensitive financial information through this website's public contact form, chat, or ordinary email. Use the secure client portal when Ziggy's Tax Advantage asks you to provide sensitive documents.

1. Information we collect

When you request a consultation or use the website assistant, we may collect the information you choose to provide, such as your name, email address, telephone number, state, type of tax help requested, preferred contact method, and message. If you choose to include answers from the tax readiness check with your consultation request, those answers will be added to your message when you submit the contact form; you can remove them before submitting. When you use the site, our hosting and security providers may also process technical information such as your IP address, browser or device information, timestamps, security events, and basic usage information needed to operate and protect the site. For the optional anonymous visitor alert, the site may request an approximate city, region or state, country, and continent from a free IP-location service; the visitor's IP address is not included in the alert email. IP-based location is an estimate and may be inaccurate, especially for mobile networks, VPNs, or privacy relays.

2. How we use information

We use information to respond to inquiries, schedule or prepare for appointments, determine whether our services may be a fit, provide requested services after engagement, maintain business records, protect the site from misuse, comply with legal obligations, and improve the site's operation.

3. Service providers and external services

We use service providers that process information on our behalf or provide functions you choose to use. These may include Wix for website hosting, forms, chat, security, and email automation; Google Analytics 4 for optional website usage measurement when you accept analytics; Calendly for appointment scheduling; Intuit ProConnect for the secure client portal; ipwho.is for approximate visitor city, region, country, and continent lookup; and email or communications providers. These providers handle information under their own terms and privacy practices. The ipwho.is free endpoint does not require an account or API key for this limited lookup; see its documentation.

The site also links to third-party websites, including government resources and professional organizations. A link does not mean that Ziggy's Tax Advantage controls that site's privacy practices.

4. How information is shared

We do not sell personal information for money. We may share information with service providers that help operate the business, with professional advisers when appropriate, when you direct or authorize us to do so, or when disclosure is required to comply with law, protect rights or safety, prevent fraud, or respond to lawful requests.

Tax-return information and confidentiality

Tax-return information is subject to additional tax-preparer confidentiality requirements, including Internal Revenue Code sections 7216 and 6713 and applicable regulations. We limit its use and disclosure to purposes permitted by law and obtain any separate taxpayer consent required for a particular use or disclosure. This website policy does not replace those consent requirements or authorize additional uses of your tax-return information.

5. Cookies and similar technologies

Cookies and local storage are small data records used by websites. This site and Wix may use essential technologies for security, fraud prevention, stability, session management, forms, chat, and remembering your cookie choice. If you select “Accept all,” we load Google Analytics 4 to understand visits and improve the website. “Essential only” leaves this optional analytics tag off.

Google Analytics may receive information about your visit and use analytics cookies when you allow it. This site does not intentionally include a separate advertising pixel. Wix platform services may use essential technologies to operate and protect the site. You can reopen the cookie notice at any time through in the footer. You can also control cookies through your browser, although blocking essential technologies may affect site features.

6. Data retention and security

We keep information only as long as reasonably necessary for the purposes described above and for applicable business, professional, tax, legal, security, or recordkeeping requirements. We use reasonable administrative, technical, and organizational safeguards, but no website, email, or electronic transmission can be guaranteed completely secure.

7. Your choices

You may ask to review, correct, or delete personal information that you submitted through this website, subject to legal, professional, security, and recordkeeping obligations. You may also change your cookie choice through the footer link.

8. Children's privacy

This website is intended for adults seeking tax services and is not directed to children under 13. Please do not submit information about a child through the public website except as reasonably necessary for an adult's inquiry and without including sensitive tax or identity information.

9. Changes to this policy

We may update this policy as our services, technology, or legal obligations change. The effective date at the top identifies the current version.

10. Contact us

Questions or privacy requests may be sent to support@ztatax.com or made by calling 716-400-4002.

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