Privacy Policy
Synergy Wealthcare Solutions, LLC
Privacy Policy
Last updated: November 1, 2025
​​​1) Who we are
Synergy Wealthcare Solutions, LLC (“SWS,” “we,” “us,” “our”) provides tax strategy, IRS & state resolution support, profit & cash-flow advisory, and Certified Acceptance Agent (CAA) services. This Privacy Policy explains how we collect, use, and share information when you visit synergywealthcaresolutions.com (the “Site”) or interact with us.
Contact: hayden@synergywealthcaresolutions.com | Winter Haven, Florida, USA
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2) What we collect
You provide: name, email, phone, company, message details, meeting selections, uploaded documents (only after we request them through a secure portal), and payment details processed by our payment provider. Automatically via the Site: IP address, device/browser data, pages viewed, time on page, referring site, and general location (via cookies/analytics).From third parties (as applicable): scheduling, payments, email marketing or CRM tools, analytics, and site hosting (e.g., Wix services and add-ons).
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3) How we use information
To respond to inquiries, schedule meetings, deliver services, and operate the Site. For billing, account management, and customer support. To send service messages and occasional updates (you can unsubscribe anytime)To maintain security, prevent fraud, and comply with law and professional obligations. To analyze Site performance and improve content/usability.
4) Legal bases (EU/UK visitors)
We process data based on: contract (to provide services), legitimate interests (site security, analytics), consent (marketing cookies/emails where required), and legal obligations (tax/recordkeeping).
5) Cookies & analytics
We (and providers) use cookies, web beacons, and similar tech for core site functions, performance, and analytics. You can manage cookies in your browser and (if enabled) via our cookie banner.
6) Sharing information
We share data with trusted providers who help run the Site or deliver services (hosting, analytics, scheduling, payment processing, document portals, email service). They may only use data as instructed by us. We may also share if required by law, to protect rights/safety, or with your consent.
7) Data retention
We keep information only as long as needed for the purposes above and to meet legal, tax, and professional recordkeeping requirements.
8) Security
We use reasonable administrative, technical, and organizational safeguards. No method is 100% secure; please use our secure portal (not email) when we request sensitive documents.
9) Your choices & rights
You may request access, correction, deletion, or restriction of your personal information (subject to legal exceptions). Email hayden@synergywealthcaresolutions.com.EU/UK/EEA and certain U.S. state residents (e.g., CA/VA/CO/CT) may have additional rights, including portability and the right to opt out of certain sharing; we do not sell personal information.
10) Children
Our Site and services are not directed to children under 13 (or under 16 in the EU/UK). We do not knowingly collect children’s data.
11) International transfers
Your information may be processed in the United States and other countries with different data laws. We use appropriate safeguards where required.
12) Third-party links
The Site may link to third-party websites; their privacy practices govern their sites.
13) Changes
If we update this Policy, we’ll revise the “Last updated” date above.