Privacy Policy

Draft for owner review. This page must be reviewed and approved by Catrena Lasha Jones, ideally with a qualified professional, before the website launches.

Effective date: [to be set on approval]

Who we are

This website is operated by Wealthy Financial Tax Services, owned by Catrena Lasha Jones. It also includes a page for KD & Gi-Twice Dynamic Creations, a separate business owned by Catrena. You can contact us at (469) 254-1873 or catrena.jones0709@yahoo.com.

Information you choose to send us

This website collects only what you type into its forms:

• Appointment requests: your name, email address, phone number, the type of service you need, your preferred date and time of day, how you'd like to be contacted, an optional message, and your acknowledgment that the request is not a confirmed appointment.
• Contact messages: your name, email address, optional phone number, the topic of your message, and your message.
• Custom order requests: your name, email address, optional phone number, the product, optional quantity and date, your description, how you'd like to be contacted, and your acknowledgment that the request is not a confirmed order.
• Email reminders: your email address, optional first name, and your consent to receive emails.

The help assistant

The help assistant on this website answers common questions using pre-written answers. It runs entirely in your browser: what you type is not sent to us or anyone else, and it is not saved. Please don't type personal or tax details into it.

Information we ask you not to send

The forms on this website are not designed for sensitive information. Please don't enter Social Security or taxpayer identification numbers, dates of birth, bank or card details, or tax documents. If you do, we'll avoid using it and ask you to share it through a secure method instead.

How we use your information

• To respond to your message or request and arrange a time
• To send tax-season reminder emails, only if you opted in
• To keep a record of our communication with you

We do not sell your personal information.

Service providers

This website is hosted by Netlify, Inc. Form submissions are processed and stored by Netlify and forwarded to us by email. These providers handle information under their own terms and privacy policies.

The Secure upload page shows a form provided by TaxesToGo (Web Efiling, LLC), the secure app Catrena uses for tax documents. Anything you enter in that form, and anything you send through the app, goes to TaxesToGo and is handled under TaxesToGo's own privacy policy and terms, not this website's.

Some photos on this website are loaded from Unsplash's image service. When your browser loads them, Unsplash receives standard technical information such as your IP address, as with any website request.

Cookies and browser storage

This website does not use advertising or analytics cookies. It stores a small note in your browser's local storage to remember whether you closed or completed the email reminder sign-up, so it isn't shown again right away. This note contains no personal information. You can clear it at any time through your browser settings.

Unsubscribing from emails

You can stop reminder emails at any time by using the unsubscribe link in an email, when one is provided, or by contacting us at catrena.jones0709@yahoo.com.

Your choices

You can ask us what information we hold about you from this website, ask us to correct it, or ask us to delete it, by contacting us using the details above. Some records may need to be kept where required by law.

Security

This website is served over an encrypted (HTTPS) connection. No method of transmitting or storing information is completely secure, which is why we ask you not to send sensitive information through website forms or regular email.

Children

This website is not directed to children under 13, and we do not knowingly collect their information through it.

Changes to this policy

We may update this policy from time to time. The effective date at the top shows when it was last changed.