Privacy notice

This notice explains what information Wayne Financial Management, LLC collects, why we collect it, who we share it with and how we protect it. It applies to clients, prospective clients and visitors to this website.

Draft for review. This page is a draft for Adam Wayne to review and approve. It is not yet in effect.

Last updated: October 2026 (draft)

Who we are

Wayne Financial Management, LLC is a certified public accounting practice owned by Adam Wayne, CPA, licensed in Texas (TX-CPA-115797). Our office is at 791 Hwy 77, Ste 501c211, Waxahachie, TX 75165. In this notice, “we” and “us” mean Wayne Financial Management, LLC.

Information we collect

Contact details you give us, such as your name, email address, phone number and mailing address, when you book a call, email or phone us, or become a client.
Information we need to do the work you hire us for, such as income, tax and financial records, Social Security or taxpayer identification numbers, bank and account information, and information about your spouse, dependents or business.
Information created while we work for you, such as returns, financial statements, messages, signed documents and invoices.
Basic technical information when you visit this website, such as your browser type and the pages you view, which our hosting provider records to run and secure the site.

How we use your information

We use your information to provide the services you engage us for, to communicate with you, to bill for our work, to meet our legal and professional obligations, and to keep our records. We do not sell your personal information, and we do not share it with anyone for their own marketing.

Tax return information

Federal law (section 7216 of the Internal Revenue Code) limits how a tax preparer may use or disclose information furnished for, or created in, preparing your tax return. We use and disclose tax return information only to prepare and file your returns and as the law allows, unless you give us written consent in the form the IRS requires.

Who we share information with

We share information only with:

Service providers who help us run the practice and are bound to keep it confidential. These include our secure client portal provider (TaxDome), our email provider (Google Workspace), our appointment booking provider (GoHighLevel), our website host (Vercel), and, where you ask us to, accounting and payroll software such as QuickBooks Online, Xero, Gusto or ADP.
Tax authorities such as the IRS and state agencies, when we file returns or respond to notices for you.
Anyone you authorize in writing, such as your lender, attorney or financial advisor.
Others when required by law, a court order, or the rules of the Texas State Board of Public Accountancy.

How we protect your information

We ask clients to send documents through our encrypted client portal rather than by regular email. Access to client files is limited to the people who need it to do the work. We keep a written information security plan, as the Federal Trade Commission’s Safeguards Rule and the IRS require of tax professionals, and we review it regularly.

How long we keep information

We keep client records for as long as professional rules, tax law and our engagement letters require, and then dispose of them securely.

Your choices

You can ask to see or correct the personal information we hold about you, or ask us to stop sending you non-essential emails, by contacting us. Some information we must keep to meet legal and professional requirements.

Contact us

Questions about this notice: email info@wayne-financial.com, call 469-213-8492, or write to Wayne Financial Management, LLC, 791 Hwy 77, Ste 501c211, Waxahachie, TX 75165.