Privacy

When you request the guide we collect your first name and email address, the time of your request, and whether you chose to receive promotional emails.

We use your email to give you access to the guide and, where email delivery is set up, to send you a link to it.

Promotional emails are optional and only sent if you checked the box. You don't need to agree to them to get the guide. You can ask us to stop at any time.

If you arrived through a link shared by a tax preparer, the link's referral code is saved in your browser so we know who shared the guide with you. This lets us track referral payments. We don't put your name or email in links.

Your details are available only to New Wealth administrators. Preparers who share links see summary counts, not your personal information.

Questions or requests about your information: info@newwealthsoc.com.