Website policy

Privacy Policy

Last updated: July 30, 2026

Information we collect

We may collect information you provide when you contact us, complete a new-client intake form, schedule an appointment, use SmartVault, or engage Phoenix Tax Guy for professional services. This may include contact, identity, financial, tax, and business information.

How information is used

Information may be used to evaluate and provide requested services, communicate with you, manage appointments and client workflows, meet professional and legal obligations, protect our systems, and improve our services.

Service providers and disclosures

We do not sell personal information. We may share information with service providers that support our operations, with tax authorities or other parties as authorized in an engagement, when you direct or consent to the disclosure, or when required by law.

Security

We use administrative, technical, and physical safeguards appropriate to the information we handle. Sensitive tax documents should be exchanged through the secure client portal or another method we approve, not ordinary email.

Third-party services

This site links to services such as SmartVault, Calendly, and the new-client intake form. Those services operate under their own terms and privacy practices.

Your choices

You may contact us to ask about personal information we maintain, request a correction, or update your communication preferences. Legal and professional record-retention requirements may limit deletion requests.

Contact

Questions may be directed to info@phoenixtaxguy.com, (602) 268-0611, or 510 E. Southern Ave, Phoenix, AZ 85040.