Privacy Policy

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Privacy Policy for Triangle Tax and Accounting Services LLC

Effective Date: 01/01/2025

Welcome to Triangle Tax and Accounting Services LLC (“we,” “us,” or “our”). Your privacy is important to us, and we are committed to protecting it through this policy.

This Privacy Policy describes how we collect, use, disclose, and protect your information when you visit our website (www.triangletax.com) or use our services, including our SMS communication program.

 1. Information We Collect

We collect information that you voluntarily provide to us, as well as information automatically collected when you interact with our website or services.

A. Information You Provide

• Personal Information: Name, address, phone number, email address, and any other information you provide when filling out forms or communicating with us.
• Tax and Financial Information: Details necessary for providing tax      preparation, accounting, or financial services.

B. Automatically Collected Information

• Log Data: IP address, browser type, operating system, and pages visited on our site.
• Cookies: Small data files stored on your device to enhance your website experience. You can manage cookie preferences through your browser settings.

C. SMS Communication Data

• Mobile phone number and any information provided through SMS communication.

 
2. How We Use Your Information

We use your information to:

• Provide and improve our tax and accounting services.
• Communicate with you, including responding to inquiries and sending SMS notifications.
• Send updates, reminders, and promotional materials (with your consent).
• Ensure compliance with legal and regulatory requirements.

3. SMS Communication Policy

By subscribing to our SMS program, you agree to receive text messages from Triangle Tax and Accounting Services LLC at the number you provided. These messages may include reminders, updates, offers, and other relevant communications.

A. SMS Consent Communication:

· The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

B. Types of SMS Communications:

· If you have consented to receive text messages from Triangle Tax, you may receive messages related to the following:

· Appointment reminders

· Follow-up messages

· Billing inquiries

Example: "Hello, this is a friendly reminder of your upcoming appointment with Mr. [Name] at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from Triangle Tax at any time."

C. Message Frequency: 

Message frequency may vary depending on the type of communication. For example, you may receive up to 10 SMS messages per week related to your appointments/billing/follow-ups, etc.].

Example: "Message frequency may vary. You may receive up to 10 SMS messages per week regarding your appointments or account status."

D. Potential Fees for SMS Messaging:

· Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

E. Opt-In Method:

· You may opt-in to receive SMS messages from Triangle Tax in the following ways:

· Verbally, during a conversation

· By submitting an online form

· By filling out a paper form

F. Opt-Out Method:

· You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

G. Help:

· If you are experiencing any issues, you can reply with the keyword HELP. Or you can get help directly from us at www.triangletax.com

H. Standard Messaging Disclosures:

• Message and data rates may apply.
• You can opt out at any time by texting "STOP."
• For assistance, text "HELP" or visit our [Privacy Policy] and [Terms      and Conditions] pages.
• Message frequency may vary

"SMS opt-in and phone numbers collected for SMS communication purposes will not be shared with any third party and affiliates for marketing purposes.”

 

4. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

• Service Providers: Third parties who assist in delivering our services, such as software providers or payment processors.
• Legal Compliance: Authorities, if required by law or to protect our rights.

5. Data Security

We implement industry-standard measures to protect your data from unauthorized access, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure.

6. Your Rights

You have the right to:

• Access and review the information we have about you.
• Correct or update your information.
• Request deletion of your information (subject to legal requirements).
• Opt-out of SMS communications or other marketing.

To exercise these rights, contact us at:

• Email: info@triangletax.com
• Phone: 984-666-5550

7. Third-Party Links

Our website may include links to third-party websites. We are not responsible for their privacy practices. Please review their policies before providing personal information.

8. Cookies and Tracking Technologies

We use cookies to:

• Analyze website traffic.
• Enhance user experience.
• Provide targeted advertisements.

You can disable cookies through your browser settings, but some features of our site may not function properly.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

10. Contact Us

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

• Phone: 984-666-5550
• Email: info@triangletax.com
• Website: www.triangletax.com
• Mailing Address:1750 NW Maynard Rd, Ste 100-8, Cary, NC 27513.

Additional Links

• Visit https://triangletax.com/privacy-policy for our complete Privacy Policy.
• Visit https://triangletax.com/user-agreement  for our Terms of Service.

By using our website or services, you consent to this Privacy Policy.