Privacy Policy

Effective Date

June 14, 2026.

Information We Collect

FINVERA may collect information that you choose to submit through website forms, call requests, tax situation review forms, email links, or related intake workflows.

• Name, phone number, email address, city, ZIP code, and best time to call.
• High-level tax situation details such as IRS notice status, tax years involved, unfiled years, general amount owed if known, income type, business owner status, and the main issue you want to discuss.
• Website and advertising data such as page URL, referral source, campaign tags, device/browser information, Google Analytics events, and Google Ads conversion identifiers when available.

Information We Do Not Request On Public Forms

Do not submit Social Security numbers, IRS login credentials, bank account information, full dates of birth, full tax documents, or document uploads through public website forms. Sensitive tax documents should be provided only through FINVERA's secure client process after intake.

How We Use Information

• Respond to inquiries and call requests.
• Route prospective clients to the right FINVERA next step.
• Review whether an inquiry appears to involve IRS notices, back taxes, prior-year returns, self-employed taxes, business tax returns, or other tax services.
• Prepare internal intake notes before contacting you.
• Operate, measure, and improve the website, advertising, and client intake process.
• Comply with applicable professional, legal, operational, and recordkeeping obligations.

How Information May Be Shared

FINVERA may use trusted service providers to operate the website, analytics, advertising measurement, secure client process, CRM/intake workflows, email, scheduling, and related business systems. FINVERA does not sell personal information submitted through website inquiry forms.

Advertising And Analytics

The website may use Google Analytics, Google Ads conversion tracking, and related tools to measure visits, phone clicks, form activity, advertising performance, and campaign quality. These tools may use cookies, tags, device identifiers, or similar technologies. You can control cookies through your browser settings.

Security

FINVERA uses a review-first intake process and secure client workflow for tax documents. No public website form should be used to transmit full tax records, Social Security numbers, bank information, IRS credentials, or other sensitive tax documents.

Your Choices

You may contact FINVERA to ask about information you submitted, request correction, request deletion where applicable, or ask not to receive future marketing follow-up. Some records may need to be retained for operational, legal, compliance, or professional reasons.

Contact

FINVERA Tax & Advisory
1460 S McCall Rd, Suite 3D
Englewood, FL 34223
(941) 623-7782
Email FINVERA

Updates

FINVERA may update this policy as website, advertising, intake, or client-service workflows change. The most recent version should be posted on this page.