Waterford Tax Group

Privacy Policy

Version 1.0 Effective Date: August 1, 2024

Welcome to Waterford Tax Group (“Company”, “we”, “our”, or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, wfgroup.com.

Information We Collect

Waterford Tax Group may not use or disclose the information provided by you except under the following circumstances:

  • as necessary to provide services or products you have requested;
  • in other ways described in this Policy or to which you have otherwise consented;
in the aggregate with other information in such a way so that your identity cannot reasonably be determined;
  • as required by law, or in response to a subpoena or search warrant;
  • to outside auditors who have agreed to keep the information confidential;
as necessary to enforce the Terms of Service;
  • as necessary to maintain, safeguard and preserve all the rights and property of Waterford Tax Group.
  • SMS Consent will not be shared, sold or disclosed with any third party or any other individual.

Collection of Phone Numbers

We collect your phone numbers only when you voluntarily provide them to us, for example, during transactions, inquiries, or when you sign up for our professional services. You can opt in to receive these SMS messages during your onboarding process as a client of our firm.

Use of Phone Numbers for SMS


Your phone numbers are primarily used to provide you with personalized services, updates, and informational requests. These text messages may relate to our services or other information or updates that we think may interest you. SMS messaging charges may be applied by your carrier.

Opting Out of Marketing Messages

If at any time you wish to stop receiving SMS Messages from us, you can opt out by

  • Texting STOP to opt-out
  • Texting UNSUBSCRIBE to opt-out
  • Texting CANCEL to opt-out
  • Texting QUIT to opt-out

Please note that the opt-out process may take up to 10 business days to become effective. During this period, you may still receive some messages.

Privacy of Phone Numbers

Once you have opted out, we will not send you any more SMS messages, nor will we sell or transfer your phone number to another party.

Sharing Your Information

We do not sell, rent, or trade your personal information. We may share information with trusted third parties who assist us in operating our website or conducting our business, provided they agree to keep your information confidential.

Cookies

Our website may use cookies to enhance your browsing experience. You can choose to disable cookies through your browser settings.

Security

We take reasonable steps to protect your information but cannot guarantee absolute security of any information transmitted via the internet.

Your Choices

You can contact us at any time to:

  • Request access to the data we have about you
  • Correct any information you believe is inaccurate
  • Ask us to delete your information

Changes To This Policy

We may periodically update this policy. We will notify you about significant changes in the way we treat your information by placing a prominent notice on our site.

Contact Us

If you have any questions about this Privacy Policy, you can contact us at:

Waterford Tax Group
admin@wfgroup.com
615.507.1500

Contact Waterford Tax Group today for a free consultation with one of our staff members.

Our team is made up of knowledgeable and dedicated professionals who are here to help. Whether you have a quick question or need more in-depth guidance, our staff is ready to provide the support and answers you’re looking for.

Get in touch

Feel free to reach out to us with any questions you may have.
We'd love the opportunity to discuss how best we can serve you!
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