Policies
Website privacy policy
What this website collects, how it is used, and how to reach the firm about it.
What you send us
When you send the message form, call or email, we receive the details you give us: for example your name, email, phone number, the service you ask about and your message. We use them only to answer you. We do not sell your details or share them for marketing.
The message form sends your details to the firm by email. Please do not put Social Security numbers, account numbers or tax documents in the form. Clients send documents through the client portal or Send a file.
The client portal
The client portal and SecureSend run on the website of the firm's portal provider, securefirmportal.com, under that provider's own terms. This website only links to them.
Cookies and tracking
This website does not set advertising cookies and does not load third-party tracking scripts. If that changes, this page will say so.
Clients
If you are a client, the firm's privacy notice for clients covers how it handles your financial information. Ask the office for a copy.
Questions
To ask what we hold about you, or to have it deleted, email ContactUs@wallacecpafirm.com or call (877) 682-1171. Wallace CPA, PLLC, 180 State Street, Suite 225, Southlake, TX 76092.