Privacy Policy

At WIN Financial, safeguarding your personal and financial information is our highest priority. We comply with IRS Circular 230 and federal confidentiality standards.

Data Collection & Use

Information collected during tax intake is strictly utilized for the preparation, review, and filing of your tax returns. We do not sell, rent, or share personal tax information with third parties for marketing purposes.

Secure Transmission

Tax documents and Social Security information must only be transmitted via our designated secure intake system or client portal. Ordinary email is not encrypted and should not be used to transmit confidential documents.

Contact Information

For privacy inquiries, contact Cynthia at CYNTHIA@BCW.AGENCY or call 202-999-3949.