Privacy

Privacy Policy for Triangle Tax and Insurance

Effective Date: 10/01/2024

At Triangle Tax and Insurance, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you use our website, www.triangletax.com, and related services.

By accessing our website or using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect the following types of personal information:

  • Personal Identifiers: Name, email address, phone number, mailing address, and any other information you voluntarily provide when contacting us, filling out forms, or using our services.
  • Tax and Financial Information: Information required to provide tax preparation and filing services.
  • Technical Information: IP address, browser type, referring/exit pages, and other technical information collected through cookies and other tracking technologies.
  • Communications Data: Information you provide when you communicate with us via email, phone, or SMS, including the content of your communications.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide and improve our tax and insurance services.
  • To process and respond to inquiries or service requests.
  • To communicate with you, including sending email or SMS notifications about your account, services, and promotional offers.
  • To comply with legal and regulatory requirements.
  • To improve the functionality and user experience of our website.

3. Email Communications

By providing your email address, you consent to receive communications from Triangle Tax and Insurance, including service updates, tax reminders, and promotional offers.

You can opt out of promotional emails at any time by following the “unsubscribe” link provided in the email or by contacting us at info@triangletax.com.

4. SMS Communication Consent

By providing your phone number and opting into SMS communication, you consent to receive text messages from Triangle Tax and Insurance. These messages may include:

  • Account updates and service reminders.
  • Promotional offers and tax tips.
  • Notifications about your tax or insurance services.

Opting Out: You may opt out of receiving SMS messages at any time by replying “STOP” to any text message you receive or by contacting us directly at (984) 666-5550. Standard message and data rates may apply.

SMS consent and phone numbers will never be shared with third parties or affiliates under any circumstances. SMS consent is not shared with any third parties or affiliates for marketing purposes.

5. Data Sharing and Disclosure

We do not sell your personal information. We may share your information with third parties under the following circumstances:

  • Service Providers: We may share your information with third-party service providers who assist us in providing our services (e.g., tax software, payment processors).
  • Legal Requirements: We may disclose your information when required to comply with applicable laws, regulations, or legal processes.
  • Business Transfers: In the event of a merger, acquisition, or other business transaction, your information may be transferred as part of the transaction.

6. Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your experience on our website. Cookies help us understand how you use our site and allow us to customize content and ads.

You can set your browser to refuse cookies, but this may limit your ability to use certain features of our site.

8. Third-Party Links

Our website may contain links to third-party websites. This Privacy Policy does not apply to those websites, and we are not responsible for their content or privacy practices. We encourage you to review the privacy policies of those third-party sites.

9. Children’s Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently received such information, we will delete it from our records.

10. Your Privacy Rights

You have the right to:

  • Access the personal information we hold about you.
  • Request corrections to your personal information.
  • Request the deletion of your personal information, subject to certain exceptions.
  • Opt out of email or SMS communications.

To exercise these rights, please contact us at info@triangletax.com.

11. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any material changes by posting the updated policy on our website.

12. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Triangle Tax and Insurance
1750 NW Maynard Rd, Ste 100. Cary, NC 27513
(984) 666-5550
info@triangletax.com

Thank you for trusting TriangleTax.com with your personal information. We are committed to protecting your privacy and ensuring the security of your data.