Privacy Notice

Gwaltney Tax & Advisory, LLC (“we,” “us,” or “our”) is committed to protecting the confidentiality and security of our clients’ nonpublic personal information (“NPI”). This Privacy Notice describes how we collect, use, protect, and share information about you.

Information We Collect

We collect information about you that is necessary to provide tax and advisory services, including information you provide to us and information we receive from third parties with your authorization. This may include identifying information, contact details, tax documents, financial information, and related records.

How We Use Information

We use your information to:

  • Provide requested tax and advisory services

  • Prepare tax returns and supporting workpapers

  • Communicate with you about your engagement

  • Maintain our records and comply with legal, regulatory, and professional obligations

  • Protect against fraud, unauthorized transactions, and other liabilities

How We Share Information

We do not sell your personal information.

We may share NPI only as permitted or required by law, including:

  • With service providers who help us deliver services (for example, client portals, document storage, e-signature, billing/payment processing) and who are required to maintain confidentiality and appropriate safeguards

  • With taxing authorities or other governmental agencies as required to perform services or comply with law

  • With professional advisors (e.g., attorneys, accountants) when necessary to provide services or protect our legal interests

  • With your consent or at your direction

Your Choices / Opt-Out

We generally do not share NPI with non-affiliated third parties for their own marketing purposes. If you have questions about information sharing or wish to request limitations consistent with applicable law, contact us using the information below.

How We Protect Information

We maintain administrative, technical, and physical safeguards designed to protect NPI. These safeguards include access controls, multi-factor authentication, encryption of data in transit and at rest (where applicable), secure client portals for document exchange, and ongoing security practices consistent with IRS and FTC guidance.

Retention and Disposal

We retain records as required for professional and legal purposes and securely dispose of records when no longer needed.

Contact

If you have questions about this Privacy Notice or our information practices, contact:

Gwaltney Tax & Advisory, LLC
Website: www.gwaltneytaxadvisory.com
Email: keith@gwaltneytaxadvisory.com
Phone: (850) 345-9238

Privacy Notice (GLBA) · Last updated: December 7, 2025