Legal
Privacy Policy
This policy explains what information Firewheel Advisory collects through this website, how we use it and the choices you have.
Information we collect
We collect information you choose to give us, such as when you fill out our contact form or sign up for email updates. This may include:
- Your name, email address and phone number
- Your company name
- The service you are interested in and any message you send us
When you visit our website, we may also automatically collect limited technical information, such as your browser type, device type, pages visited and general location derived from your IP address. We use Cloudflare Web Analytics, which measures visits without cookies and without tracking individual visitors.
How we use your information
We use the information we collect to:
- Respond to your questions and requests
- Schedule consultations and provide our services
- Send email updates you have signed up for
- Understand how visitors use our website so we can improve it
- Comply with legal and professional obligations
How we share your information
We do not sell your personal information. We share it only as needed with service providers that help us operate our website and business, such as Cloudflare for website hosting, security and analytics, an email delivery service that sends us your form submissions, and Mailchimp for email updates, and only for those purposes. We may also disclose information when required by law or to protect our rights.
If Firewheel Advisory is involved in a merger, acquisition or sale of all or part of the business, information may be transferred as part of that transaction.
Cookies
Our website uses only strictly necessary security cookies, set by Cloudflare, our hosting provider, to protect the site from bots and abuse. We do not use advertising or tracking cookies, and our analytics do not use cookies. You can set your browser to refuse cookies, though parts of the site may not work as intended.
Because we do not use tracking or advertising cookies, our website does not track you across other websites. Browser signals such as “Do Not Track” and Global Privacy Control therefore do not change how the site works.
Email updates
Our email updates are sent through Mailchimp. If you sign up, you can unsubscribe at any time using the link in any email or by contacting us.
How long we keep information
We keep personal information only as long as needed for the purposes described in this policy. Client records are kept under our record retention policy, which follows applicable federal and state law and professional standards. Information you send through our website forms is kept as long as needed to respond to you and follow up on your inquiry. When information is no longer needed, we securely delete electronic files and shred paper documents.
How we protect information
We use reasonable safeguards to protect the information we collect. No method of transmission over the internet is completely secure, so please do not send confidential information, such as tax identification numbers or financial account details, through our website forms. Clients should share documents through our secure client portal.
If a security incident affects your personal information, we will notify you as required by law.
Where information is stored and accessed
Firewheel Advisory is based in the United States, and we store personal information primarily in the United States. We may securely access information while traveling outside the United States, and some of our service providers may store or process information in other countries, where data protection laws may differ from U.S. law. Wherever information is accessed or stored, we use reasonable safeguards to protect it.
Client information
We collect information you provide through tax organizers, questionnaires, documents, calls and emails, and information we obtain from others with your permission, such as banks or prior preparers. Information we receive while providing services, including tax return information, is kept confidential. We use it only to provide our services or as required or permitted by law, such as in response to a subpoena, court order or regulatory inquiry. We do not sell it. We share client information only with our team and with service providers that help us deliver our services, such as our secure client portal and business software providers, which are required to protect it. Clients share documents with us through our secure client portal. Our laptops are encrypted, we use a VPN when working remotely while traveling, and we use physical, electronic and procedural safeguards designed to protect client information. Before using or disclosing tax return information for any purpose other than preparing your return, we will ask for your written consent.
Third-party services
Our website may link to or display content from third-party services, such as social media platforms. Those services have their own privacy practices, which this policy does not cover.
Your choices
You may ask us to access, correct or delete the personal information you have provided through our website by contacting us using the details below. We will respond to your request within a reasonable time.
Children’s privacy
Our website is not directed to children, and we do not knowingly collect personal information from children through it. When we provide services to clients, we may receive information about minors from their parents or legal guardians, such as details about dependents needed to prepare a tax return. We protect that information with the same care as all other client information.
Changes to this policy
We may update this policy from time to time. The date at the bottom of this page shows when it was last updated.
Contact us
If you have questions about this policy or your information, email us at phernandez@firewheeladvisory.com.
Last updated: November 1, 2026