Privacy Policy
Effective Date: 10/01/2026
Business Name: True Path Tax
Website: truepathtaxgroup.com
Phone: +1 470-649-1362
1. Introduction
True Path Tax is committed to protecting the privacy and personal information of our clients and website visitors.
This Privacy Policy explains how we collect, use, protect, and disclose personal information when you visit our website, request tax preparation services, schedule appointments, communicate with our office, or opt in to receive SMS communications.
By using our website or services, you acknowledge the practices described in this policy.
2. Information We Collect
We may collect the following information:
Full name, email address, phone number, and mailing address.
Tax preparation and financial information necessary to provide requested services.
Appointment details and customer service inquiries.
Information submitted through website forms, secure client portals, and chat widgets.
SMS communication preferences and consent records.
Website usage data, where applicable.
Sensitive financial and tax information is collected only as necessary to provide authorized services or satisfy applicable legal obligations.
3. How We Use Your Information
We use collected information to:
Provide tax preparation and related professional services.
Respond to customer inquiries and service requests.
Schedule and confirm appointments.
Request missing documents and provide tax return status updates.
Communicate important service-related information.
Maintain business records and comply with legal requirements.
Improve customer service and website functionality.
4. SMS Communications and Consent
When you voluntarily opt in to receive SMS communications from [TAX OFFICE NAME], we may send customer care and service-related text messages, including appointment reminders, document requests, tax filing updates, and responses to inquiries.
Message frequency varies depending on your service needs.
Message and data rates may apply.
You may opt out of SMS communications at any time by replying STOP to any message.
For assistance, reply HELP or contact us at 470-649-1362 or [email protected].
SMS consent is not a condition of purchasing or receiving our services.
5. Mobile Information Sharing and SMS Privacy
We do not sell, rent, or share mobile phone numbers or SMS opt-in consent information with third parties or affiliates for marketing or promotional purposes.
Text messaging originator opt-in data and consent will not be shared with third parties or affiliates for their own marketing or promotional purposes.
We may use authorized service providers to deliver messages and support our business operations, subject to appropriate confidentiality and data protection obligations. These providers are not authorized to use SMS consent information for their own marketing purposes.
6. Information Security
We implement reasonable administrative, technical, and organizational safeguards designed to protect personal and financial information from unauthorized access, disclosure, alteration, or misuse.
Tax documents and sensitive financial information should be transmitted using approved secure methods rather than standard text messaging whenever possible.
No method of electronic transmission or storage is completely secure.
7. Information Disclosure
We may disclose personal information:
To authorized service providers assisting with requested services.
When required by applicable law or lawful government requests.
To tax authorities or financial institutions as authorized or legally permitted.
To protect our legal rights and prevent fraud.
We do not disclose confidential tax return information except as authorized or permitted by applicable law.
8. Data Retention
We retain personal information only as reasonably necessary to provide services, maintain records, resolve disputes, and satisfy applicable tax, legal, and regulatory requirements.
9. Your Privacy Choices
You may contact us to request access to or correction of personal information, or to inquire about deletion where permitted by applicable law.
You may withdraw SMS consent at any time by replying STOP.
10. Third-Party Services
Our website may use third-party technology providers for scheduling, secure document collection, payment processing, customer relationship management, and communications.
These providers may process information as necessary to perform authorized services, subject to applicable agreements and privacy requirements.
11. Changes to This Policy
We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.
12. Contact Information
For questions about this Privacy Policy, contact:
True Path Tax
Phone: 470-649-1362