Effective Date: October 2, 2026

Epicwayz LLC, doing business as Epicwayz Advisors (“we,” “us,” or “our”), respects your privacy and protects your personal information. This Privacy Policy explains how we collect, use, share, and protect your information when you use our website, services, text messaging, email communications, and scheduling tools.

By using our services or opting in to our communications, you agree to this Privacy Policy.

Information We Collect

Contact information

We may collect your name, phone number, email address, and company name. We collect it when you submit a form, book an appointment, request information, opt in to texts or emails, or become a client.

Client information

If you become a client, we also collect the personal and financial information needed to prepare your tax returns and deliver our accounting and advisory services. This includes your Social Security number, driver’s license, and banking information.

We collect this information solely to provide tax, accounting, and advisory services. We do not use it for any other purpose.

Consent and communication records

If you opt in to texts or emails, we keep a record of:

• The date and time of your consent.
• How you gave consent, such as a web form or checkbox.
• The wording shown to you at that time.
• Your IP address, when available.
• Any opt out requests.

We keep these records as required by law and carrier rules.

Website and device information

We may use cookies and analytics tools to collect your IP address, browser type, device type, pages visited, and how you found our site.

Appointment and service information

If you schedule an appointment or use our services, we keep the appointment date and time, your service requests, and our communication history with you.

How We Use Your Information

We use your information to:

• Provide the services you request.
• Prepare tax returns and deliver accounting and advisory services.
• Respond to your questions and provide support.
• Send appointment confirmations and reminders.
• Send invoice reminders and other service reminders.
• Keep legally required consent and compliance records.
• Improve our website and services.
• Prevent fraud, abuse, and security threats.

We do not sell your personal information.

Text Messaging (SMS)

We follow the Telephone Consumer Protection Act (TCPA) and carrier rules.

If you opt in, we use your mobile number to send appointment reminders, invoice and deadline reminders, and account and document notifications. We do not send marketing or promotional text messages at this time. We never share your mobile number or opt in data with third parties or affiliates for marketing or promotional purposes.

Consent is not a condition of purchase. Message frequency varies. Message and data rates may apply.

Reply STOP at any time to opt out. Reply HELP for help. Please see our SMS Terms of Service for details.

Your mobile phone number and SMS consent are never shared with third parties or affiliates for marketing or promotional purposes.

Please do not send sensitive information, such as Social Security numbers or bank account numbers, by text message.

Email Communications

Our marketing emails follow the CAN SPAM Act. They clearly identify us as the sender and use accurate subject lines. Every marketing email includes an unsubscribe link. We honor unsubscribe requests within 10 business days.

Cookies and Tracking

We use cookies and similar tools for website analytics and to measure how well our website and marketing perform. You can turn off cookies in your browser settings. Some features may not work properly if you do.

How We Share Your Information

We do not sell or rent your personal information. We share it only in these limited cases:

• Service providers. Vendors who help us with phone and text delivery, email, client management, scheduling, accounting software, and analytics. They may use your information only to perform services for us.
• Legal reasons. When required by law or court order, or to protect rights, safety, or security.
• Business transfers. If we merge, are acquired, or sell assets. Any successor must honor this Privacy Policy.

Client Confidentiality

If you become a client, we also protect your tax return information under federal law, including Internal Revenue Code Section 7216, and under our professional confidentiality obligations as CPAs.

Data Retention

We keep your information only as long as needed to provide our services, keep compliance records, resolve disputes, and meet legal, tax, and professional requirements.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is 100% secure, so we cannot guarantee absolute security.

Your Rights

You may ask us to:

• Give you access to your personal information.
• Correct inaccurate information.
• Delete your information, subject to legal and professional record keeping requirements.
• Stop contacting you.

Contact us using the details below to make a request.

Children

Our services are not directed to children under 13. We do not knowingly collect information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. We will post updates with a revised effective date.

Contact Us

Epicwayz LLC (Epicwayz Advisors)

Phone: 214.883.2774

Email: info@epicwayz.com