Phoenix Tax Accountancy Ltd ("we", "us", "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal data when you visit our website at www.phoenixtaxaccountancy.co.uk, complete our online enquiry form, or engage with our services. We are registered in England and Wales and comply fully with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
Phoenix Tax Accountancy Ltd is the data controller responsible for your personal data. Our registered office is at Denning House, Suite 204, 1A George Street, Wolverhampton, WV2 4DP. You can contact our data protection contact at [email protected] or by calling 0751 807 5357.
When you complete our online enquiry or consultation form, we collect the following categories of personal data:
| Full name | To address you correctly and personalise our correspondence |
| Email address | To send you our response, service information, and (if consented) updates |
| Phone number | To contact you by telephone or WhatsApp regarding your enquiry |
| Industry / occupation | To understand your tax situation and provide relevant advice |
| Service required | To direct your enquiry to the appropriate member of our team |
| Additional notes | Any further information you choose to share about your tax circumstances |
| Consent records | A record of whether you accepted our Terms of Business, Privacy Policy, and marketing consent |
| Submission date and time | For our records and to comply with GDPR accountability obligations |
We may also collect technical data such as your IP address, browser type, and pages visited via cookies and analytics tools. See Section 9 for more detail.
We collect personal data directly from you when you:
By submitting our online enquiry form, you explicitly acknowledge and consent to Phoenix Tax Accountancy Ltd contacting you by email, telephone, and/or WhatsApp to respond to your enquiry and to discuss the services you have requested. This contact is made in direct response to your voluntary submission of the form on our website.
We process your personal data under the following lawful bases as defined by UK GDPR Article 6:
| Consent (Art. 6(1)(a)) | Where you have ticked the consent checkbox on our form agreeing to be contacted and to our Terms and Privacy Policy |
| Contract (Art. 6(1)(b)) | Where processing is necessary to take steps at your request prior to entering into a contract for our services |
| Legitimate Interests (Art. 6(1)(f)) | To respond to your enquiry, manage our business relationship, and improve our services |
| Legal Obligation (Art. 6(1)(c)) | Where we are required to retain records for HMRC, Companies House, or other regulatory purposes |
We use your personal data for the following purposes:
We will never sell, rent, or trade your personal data to third parties for their own marketing purposes.
We may share your personal data with the following categories of recipients, strictly on a need-to-know basis:
| HMRC | As required to file your tax returns, respond to enquiries, or meet statutory obligations |
| EmailJS (email delivery) | Our form submission service provider, used solely to deliver your enquiry to our inbox |
| Accounting software providers | Cloud-based software used to prepare and submit your tax returns (e.g., HMRC-recognised MTD software) |
| Professional advisers | Solicitors or other accountants where required to provide you with specialist advice |
| Regulatory bodies | Where required by law, court order, or regulatory authority |
All third-party processors are required to handle your data securely and in accordance with UK GDPR.
We retain your personal data for the following periods:
| Enquiry / consultation records | 12 months from date of enquiry if no engagement follows |
| Client tax records and correspondence | 7 years from the end of the relevant tax year, in line with HMRC requirements |
| HMRC-submitted returns and supporting documents | 7 years minimum, as required by law |
| Marketing consent records | Until you withdraw consent or request erasure |
After the applicable retention period, your data is securely deleted or anonymised.
You have the following rights in relation to your personal data:
| Right of Access | Request a copy of the personal data we hold about you (Subject Access Request) |
| Right to Rectification | Ask us to correct inaccurate or incomplete personal data |
| Right to Erasure | Request deletion of your data where there is no lawful reason to retain it |
| Right to Restrict Processing | Ask us to limit how we use your data in certain circumstances |
| Right to Data Portability | Receive your data in a structured, machine-readable format |
| Right to Object | Object to processing based on legitimate interests or for direct marketing |
| Right to Withdraw Consent | Withdraw marketing consent at any time without affecting prior processing |
To exercise any of these rights, please contact us at [email protected]. We will respond within 30 days. You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.
Our website uses cookies and similar tracking technologies to improve your browsing experience and analyse site traffic. We use anonymised analytics data only. You can control cookie settings through your browser settings at any time. By continuing to use our website, you consent to our use of cookies in accordance with this policy.
We take the security of your personal data seriously. We implement appropriate technical and organisational measures including encrypted data transmission (SSL/TLS), access controls, and secure data storage to protect your information against unauthorised access, loss, or disclosure. Our staff are trained in data protection obligations.
We may update this Privacy Policy from time to time to reflect changes in law or our practices. The most current version will always be available on our website. We encourage you to review this policy periodically. Continued use of our services after any changes constitutes your acceptance of the updated policy.
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact us:
Phoenix Tax Accountancy Ltd
Denning House, Suite 204, 1A George Street, Wolverhampton, WV2 4DP
Email: [email protected]
Phone: 0751 807 5357