Privacy Policy
Effective Date: January 2025
1. Introduction
SterlingWyatt, P.A. ("we," "us," or "our") respects your privacy and is committed to protecting any personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website (the "Site") and use our services.
2. Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, mailing address, and other contact details you provide when filling out forms or contacting us.
- Financial Information: Any financial or tax-related information you voluntarily submit for consultation purposes.
- Website Usage Data: IP address, browser type, pages visited, and other analytical data collected through cookies and similar tracking technologies.
3. How We Use Your Information
We use the information collected for the following purposes:
- To provide and improve our tax planning and advisory services.
- To communicate with you regarding inquiries, appointments, or updates.
- To personalize user experience and improve website functionality.
- To comply with legal and regulatory obligations.
4. Information Sharing and Disclosure
We do not sell, rent, or trade your personal information. We may share information in the following cases:
- With service providers assisting in website management and communication.
- When required by law or legal processes, including IRS regulations.
- To protect our business interests, enforce our policies, or respond to security concerns.
5. Data Security
We implement security measures to safeguard your personal information. However, no data transmission over the internet is 100% secure. By using our Site, you acknowledge and accept this inherent risk.
6. Your Rights and Choices
You may:
- Request access, correction, or deletion of your personal information.
- Opt out of marketing communications by following the unsubscribe link.
- Adjust cookie settings through your browser preferences.
7. Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the privacy practices of these external sites and encourage you to review their privacy policies.
8. Compliance with Laws
We comply with applicable privacy laws, including the
Gramm-Leach-Bliley Act (GLBA) and
IRS confidentiality regulations.
9. Updates to This Privacy Policy
We may update this Privacy Policy periodically. Changes will be posted with the revised effective date.
10. Contact Us
If you have any questions about this Privacy Policy or how we handle your information, please contact us at:
SterlingWyatt, P.A.
Mailing Address: 14407 SW 2nd Place Suite F-1, Jonesville, Florida 32669
Phone: (352) 676-7439
The Benefits of Working
with SterlingWyatt, P.A.
Year-Round Tax Strategy, Not Just Tax Prep
Most CPAs only show up at tax time—we work with you year-round to adjust strategies, forecast liabilities, and ensure you're always ahead.
Customized Tax Solutions for Maximum Savings
Your financial situation is unique, and so is our approach. We craft personalized tax-saving strategies designed specifically for business owners and high-net-worth individuals.
Keep More of
Your Money
With 25+ years of experience and $100M+ in legally optimized tax savings, we use every legal advantage to minimize your tax burden so you can reinvest in your future.
SterlingWyatt's 3 Simple Steps to Keep More of Your Money
Step 1: Schedule a Consultation
Meet with us to discuss your financial situation and uncover hidden tax-saving opportunities.
Step 2: We Prepare Your Customized Tax Solution
We create a tailored tax strategy designed to legally minimize your tax burden and maximize savings.
Step 3: Start Saving Immediately
Implement your personalized plan and begin keeping more of your money—right away.
What Our Clients Say
"SterlingWyatt's tax planning expertise has been invaluable for my family. They understood our finances and created a strategy that's already saved us money. Highly recommend!”
Sarah M.
"SterlingWyatt's proactive approach to tax strategy is excellent. They helped me, as a small business owner, plan for the future and structure my finances efficiently. A great investment!"
David C.
"SterlingWyatt has been a game-changer. They took the time to understand our unique needs and found deductions and credits we didn’t even know we qualified for. We've saved thousands on taxes!"
Maria R.
What You Get Working with SterlingWyatt, P.A.
Personalized Tax Strategies – Custom-tailored tax plans designed to fit your unique financial situation
Year-Round Tax Planning – We don’t just show up at tax time—we work with you all year to optimize your savings.
Proactive IRS Compliance – Ensure you're always in full compliance while legally minimizing your tax burden.
Advanced Tax Forecasting – No surprises—know what you owe ahead of time with strategic tax projections.
Business & High-Net-Worth Tax Solutions – Specialized strategies for business owners and high-net-worth individuals.
Legal Tax Reduction Strategies – Leveraging the Internal Revenue Code to help you keep more of what you earn.
Your Personal Tax Consultant – No middlemen—you get one-on-one access to a tax expert who puts your needs first.
Comprehensive Investment & Insurance Planning –
Tax-advantaged strategies to grow and protect your wealth.
Audit Protection & Support – Guidance and representation in case of IRS audits or inquiries.
Proven Track Record – With over $100 million in legally optimized tax savings, we deliver real results.
14407 SW 2nd PlaceSuite F1
Newberry, FL 32669
shey@sterlingwyatt.com
352-676-7439
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