Privacy notice

Trinity Tax Strategies, LLC ("Trinity", "we") prepares tax returns and provides tax planning. This notice explains what information we collect through this website and in our work with clients, how we use and protect it, and the choices you have.

Information we collect

• When you visit this site. Standard technical data such as pages viewed, referring site, browser and approximate location, collected through analytics cookies.
• When you book a call or join the book list. Your name and email, plus your phone number and any notes you provide for a call (collected through our scheduling provider, Calendly) or your firm name for the book list (collected through a form on this site and used to send you the book).
• When you become a client. The personal and financial information needed to prepare returns and plan, including identification numbers, income, account and entity records. Clients provide this through our secure client portal, not through this website or email.

How we use it

We use information to respond to inquiries, schedule and hold meetings, prepare and file returns, provide planning, meet legal and professional obligations, and improve this site. We do not sell personal information.

Tax return information

Federal law, Internal Revenue Code section 7216, restricts how tax preparers use and disclose tax return information. We do not use or disclose your tax return information for any purpose other than preparing your return and providing the services you engaged us for, unless you give specific written consent or the law permits it.

How we share it

We share information only with:

• service providers that operate our systems, such as our client portal, scheduling, tax software and analytics providers, under confidentiality obligations;
• taxing authorities, when filing returns you have authorized;
• others when required by law or legal process.

Trinity is affiliated through common ownership with other firms in Trinity Wealth Group. We do not share your information with an affiliate unless you ask us to, or give written consent where the law requires it.

How we protect it

As a tax preparer, we are subject to the FTC Safeguards Rule under the Gramm Leach Bliley Act. We maintain a written information security program that includes encrypted client portal transfer, access limited to staff who need it, multifactor authentication, and procedures for secure retention and disposal.

Cookies and analytics

This site uses cookies for analytics, including Google Analytics, to understand how visitors use it. You can block or delete cookies in your browser settings, and you can opt out of Google Analytics with Google's browser add on.

Your choices

You may ask to access or correct the personal information we hold about you, subject to our legal record retention obligations. Contact us at the address below.

Children

This site is not directed to children under 13, and we do not knowingly collect their information online.

Changes

We may update this notice. The effective date above shows when it last changed.

Contact

Trinity Tax Strategies, LLC
5 Cowboys Way, Suite 300, Frisco, TX 75034
admin@trinitytaxstrategies.com