Privacy Policy & Legal Disclosures

Shurek Wealth Protection is a private wealth advisory practice operated by Shurek Accounting & Tax, LLC, a Georgia limited liability company. We provide tax planning, compliance, and estate planning coordination services to high-income individuals, business owners, and high-net-worth families.

This Privacy Policy applies to information collected through our website (shurekwealth.com), our client application, our digital onboarding intake, and all communications between you and our firm.

Information you provide directly:

• Contact information (name, email address, phone number)
• Financial information provided in the application or onboarding intake (income, net worth, entity structures, real estate holdings, retirement accounts)
• Tax and estate planning information provided in the course of the engagement
• Business information including entity names, ownership structures, and planned transactions
• Communications sent to us by email, phone, or through our website

Information collected automatically:

• Browser type, operating system, and device information
• Pages visited on our website and time spent on each page
• IP address and general geographic location
• Referring website or search term that brought you to our site

We do not use tracking cookies for advertising purposes. We do not use Google Analytics or similar third-party analytics that share your data with other platforms.

We use the information you provide solely for the following purposes:

• Evaluating your application and determining whether our services are a good fit for your situation
• Providing tax planning, compliance, and advisory services to you as a client
• Communicating with you about your engagement, upcoming deadlines, and planning opportunities
• Coordinating with other professionals involved in your engagement (estate planning attorneys, actuaries, appraisers) — only with information necessary for that professional's role
• Complying with legal and professional obligations, including tax filing requirements under the Internal Revenue Code
• Improving our services and internal processes

We never use your financial or personal information for marketing, analytics resale, or any purpose unrelated to your engagement with our firm.

As a tax preparation firm, we are bound by Internal Revenue Code Section 7216 and the related Treasury Regulations (26 CFR §301.7216), which impose strict limitations on the use and disclosure of taxpayer information obtained in connection with the preparation of federal tax returns.

Under these rules, we may not use or disclose your tax return information without your consent except in very limited circumstances defined by law, including disclosure to other tax return preparers assisting in your return preparation, or as required by law or court order.

When we need to share your tax information with a third party — such as an estate planning attorney coordinating on a trust structure, or an enrolled actuary certifying your defined benefit plan — we will obtain your written consent as required by §7216 before making any such disclosure.

We do not sell, rent, trade, or otherwise transfer your personal or financial information to third parties. The only circumstances under which we share your information are:

• With your explicit consent: When you authorize us to coordinate with your estate planning attorney, financial advisor, actuary, appraiser, or other professional advisor
• As required by law: When required by a valid court order, subpoena, or regulatory requirement — we will notify you to the extent permitted by law before complying
• With service providers: We use a limited number of technology service providers (secure document management, encrypted email) who process your information only on our behalf and under strict confidentiality agreements
• With professional staff: Within our firm, information is shared only with team members who have a legitimate need to know it for purposes of your engagement

We never disclose client identities, financial situations, strategies, or outcomes in any marketing material, case study, presentation, or public communication — even in anonymized or aggregated form — without your explicit written consent.

We take the security of your financial and personal information seriously. Our security practices include:

• Encrypted transmission of all sensitive information using TLS/SSL
• Secure, password-protected document management systems for client files
• Access controls limiting system access to authorized team members on a need-to-know basis
• Regular security reviews of our technology and processes

No method of data transmission or storage is 100% secure. If you have concerns about transmitting sensitive information, please contact us to discuss alternative secure delivery methods.

Our website uses AI-powered tools including a client chatbot, a digital onboarding intake with AI analysis, and an internal strategy memo generator. These tools use the Anthropic Claude API to process information you provide.

Information submitted through these tools is transmitted to Anthropic's API for processing. Anthropic's privacy practices govern how that data is handled at their end — their privacy policy is available at anthropic.com. We do not store the full conversation logs from the chatbot on our servers beyond what is necessary for the current session.

The AI tools on our site are designed to provide informational responses and preliminary analysis only. They do not constitute professional tax, legal, or financial advice. Any strategy or recommendation generated by these tools requires review and confirmation by a qualified professional before implementation.

If you prefer not to use the AI-powered tools, you can reach us directly by email or phone and we will conduct your intake and analysis manually.

Tax and financial planning content. The content on this website — including strategy guides, blog posts, planning tools, and AI-generated responses — is provided for informational and educational purposes only. It does not constitute legal advice, investment advice, or a professional tax opinion applicable to your specific circumstances.

No CPA-client relationship. Accessing or reading this website, using the chatbot, or submitting an application does not create a CPA-client, attorney-client, or any other professional relationship. A professional relationship is established only upon execution of a signed engagement letter.

Individual results vary. Tax savings estimates, strategy impact projections, and illustrative examples on this site are based on assumptions and general scenarios. Your actual results will depend on your specific facts and circumstances and may differ materially from any example or projection shown.

Law changes. Tax law changes frequently. The content on this site reflects our understanding of the law as of the publication date noted on each page. We do not guarantee that any content reflects current law at the time you read it.

Strategies require qualified counsel. Every strategy described on this site — including trusts, defined benefit plans, cost segregation studies, and estate planning structures — requires implementation by qualified legal and tax professionals with specific knowledge of your situation. Do not implement any strategy based solely on information from this website.

No guarantee of results. Past performance in tax reduction or estate planning does not guarantee future results. The IRS may challenge any tax position, and the outcome of any examination or dispute cannot be guaranteed.

You may request access to the personal information we hold about you, request correction of inaccurate information, or request deletion of your information from our systems (subject to our legal and professional obligations to retain certain records). To make any such request, contact us at [contact email].

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA). Contact us for more information about exercising those rights.

Questions about this Privacy Policy or our data practices should be directed to:

Shurek Accounting & Tax, LLC
d/b/a Shurek Wealth Protection
[Address]
[City, State, ZIP]
[Email]
[Phone]

We will respond to all privacy inquiries within 10 business days.