WID TAX & MULTI SERVICES
Privacy Policy
Last updated: October 16, 2026
1. About this policy
This policy explains how WID TAX & MULTI SERVICES handles information associated with widtaxservices.com and communications about our services. It covers website visits, inquiries, and the document-handling practices described below. Separate engagement terms and service-specific privacy notices may also apply.
2. Information you provide
When you contact us, you may provide your name, contact details, the service you are interested in, and the contents of your message. Clients may also provide identification, tax, financial, insurance, immigration, or other documents relevant to their requested service. Please provide only information needed for your request.
3. How we receive documents
Clients may provide information through a secure portal, Dropbox, email, WhatsApp, or in person. Contact us first to arrange an appropriate delivery method. Do not include Social Security numbers, account numbers, identification documents, or tax returns in an initial inquiry. Email and WhatsApp are communication channels and should not be treated as a substitute for an agreed secure document-transfer process.
4. How information is used
We use information to respond to inquiries, arrange appointments, carry out requested services, communicate with clients, maintain service records, and meet applicable legal or professional obligations. Website usage information also helps operate the site and understand visitor activity.
5. Sharing and service providers
We do not sell client information or share it with unrelated businesses for their marketing. Information may be shared with providers needed to perform a client’s requested service, with the client’s authorization where required, or when disclosure is legally required. Hosting, document-storage, communication, and other providers process information under their own terms and privacy practices.
6. Website hosting, analytics, and cookies
Squarespace hosts this website. It uses functional and required cookies to operate the site. Squarespace analytics may collect technical and usage information such as your IP address, browser and device information, referring pages, pages visited, and interactions with the site. Non-essential cookies are not currently restricted through a site cookie banner. You can manage cookies in your browser settings; blocking some cookies may affect site features. Read Squarespace’s Privacy Policy and its cookie information for more details.
7. Retention
Our standard retention period for client documents is three years. Documents are kept in cloud folders or physical files. Inquiry messages are deleted after one month. Information needed for an active service becomes part of the client record. Records may be retained longer when required by applicable law, professional obligations, or an ongoing legal matter. These periods describe our business records; third-party platforms may retain their own records or backups under their policies.
8. Security and your choices
No website, storage system, or transmission method can be guaranteed completely secure. Contact us to discuss an appropriate way to provide sensitive documents. You may ask about information held about you, request corrections, or request deletion by contacting us below. We will review requests in light of applicable law, identity verification, and record-retention obligations; deletion may not always be available.
9. Links and outside services
Links to WhatsApp, email applications, Google Maps, portals, and other services may take you outside this website. Those services have their own privacy policies. This policy does not describe all of their processing activities.
10. Changes and contact
We may update this policy as our website or practices change. The date above identifies the latest revision. For privacy questions or requests, contact info@widtaxservices.com, call (728) 200-0101 or (561) 710-0115, or write to WID TAX & MULTI SERVICES, 1601 Belvedere Rd, E300, Suite 51, West Palm Beach, FL 33406.