Privacy Policy

1. Overview

Wellington Group (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website, schedule services, submit forms, or engage any of our services.

Wellington Group is headquartered in Frisco, Texas and serves clients in all 50 states. This policy applies to all interactions with Wellington Group, whether through our website (wellingtongroup.co), email, phone, or online scheduling.

2. Information We Collect

We collect different types of information depending on which services you use:

Information You Provide Directly

Information Collected Automatically

• IP address and approximate location
• Browser type and device information
• Pages visited and time spent on our website
• Referring website or search terms
• Cookies and similar tracking technologies (see Section 6)

3. How We Use Your Information

We use your information only for the purposes listed below:

• To provide the services you requested (tax preparation, credit coaching, business consulting, loan signing)
• To communicate with you about your services, appointments, and account
• To process payments and refunds
• To file tax returns with the IRS and applicable state agencies on your behalf
• To process Fast Cash Advance and Refund Transfer applications through SBTPG
• To send service-related updates, reminders, and follow-ups
• To send marketing communications (only if you opt in — you can unsubscribe anytime)
• To improve our website, services, and client experience
• To comply with legal obligations

4. Who We Share Information With

Wellington Group does not sell your personal information. We only share your information in these circumstances:

We do not share your information with third parties for their own marketing purposes.

5. Tax & Financial Data

We understand that tax documents and financial information are highly sensitive. We take extra precautions with this data:

• Tax documents are transmitted and stored using secure, encrypted systems
• Access to tax data is limited to authorized Wellington Group personnel directly involved in preparing your return
• We do not store your Social Security number or bank account information beyond what is necessary to complete your services
• Tax documents are retained only as long as required by IRS regulations and professional standards (typically 3–7 years)
• You may request deletion of your tax data after the applicable retention period

6. Cookies & Tracking

Our website uses cookies and similar technologies to improve your experience:

• Essential cookies — Required for the website to function (login sessions, form submissions). Cannot be disabled.
• Analytics cookies — Help us understand how visitors use our website (e.g., Google Analytics). These collect anonymous data.
• Marketing cookies — Used to measure the effectiveness of our advertising campaigns (e.g., Facebook Pixel, LinkedIn Insight Tag). Only active if you consent.

You can control cookies through your browser settings. Disabling certain cookies may limit website functionality.

7. Third-Party Services

Wellington Group uses the following third-party services in the course of delivering our services:

• Acuity Scheduling — Online appointment scheduling
• Jotform — Client intake forms and referral partner forms
• Santa Barbara Tax Products Group (SBTPG) — Refund Transfers and Fast Cash Advance
• Google Analytics — Website traffic analysis
• MailPoet / Email Provider — Email communications
• WordPress / GoDaddy — Website hosting

Each third-party service has its own privacy policy. We encourage you to review their policies. Wellington Group is not responsible for the privacy practices of third-party services.

8. Data Security

We take reasonable measures to protect your personal information, including:

• Encrypted data transmission (SSL/TLS) on our website and client portals
• Secure document upload and storage systems
• Limited access controls — only authorized personnel can access client data
• Regular review of security practices and systems

No method of electronic transmission or storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. If you believe your information has been compromised, contact us immediately.

9. Data Retention

We retain your information only as long as necessary to provide our services and comply with legal requirements:

• Tax records: Retained for 3–7 years as required by IRS regulations
• Client contact information: Retained for the duration of our client relationship and a reasonable period afterward
• Website analytics data: Retained in anonymized form
• Marketing preferences: Retained until you unsubscribe or request removal

You may request deletion of your data at any time (see Section 10).

10. Your Rights

You have the following rights regarding your personal information:

• Access — Request a copy of the personal information we hold about you
• Correction — Request that we correct inaccurate or incomplete information
• Deletion — Request that we delete your personal information (subject to legal retention requirements)
• Opt out of marketing — Unsubscribe from marketing emails at any time using the unsubscribe link in any email or by contacting us directly
• Data portability — Request your data in a commonly used, machine-readable format

To exercise any of these rights, contact us at contact@wellingtongroup.co or call 888-280-6847. We will respond to your request within 30 days.

11. Children’s Privacy

Wellington Group’s services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will promptly delete it. If you believe a child has provided us with personal information, please contact us.

12. Texas & Federal Law

Wellington Group operates under the laws of the State of Texas and applicable federal regulations, including:

• Texas Identity Theft Enforcement and Protection Act — Requires businesses to protect personal identifying information and notify individuals of data breaches
• Texas Business & Commerce Code Chapter 521 — Governs the protection and disposal of personal information
• IRS Publication 4557 — Safeguarding taxpayer data guidelines for tax professionals
• FTC Act Section 5 — Prohibits unfair or deceptive practices in handling consumer information
• Gramm-Leach-Bliley Act (GLBA) — Requires financial institutions to explain information-sharing practices and safeguard sensitive data

If you are a resident of a state with additional privacy rights (such as California under the CCPA), you may have additional rights. Contact us to learn more.

13. Changes to This Policy

Wellington Group may update this Privacy Policy at any time. Changes take effect when posted on this page. The “Last updated” date at the top reflects the most recent revision. We encourage you to review this policy periodically. Continued use of our services after changes are posted constitutes acceptance of the updated policy.

14. Contact Us