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