Effective Date: 10/08/2025
Triangle Tax and Insurance (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information.
1. Information We Collect
We collect the following types of personal information when you interact with our website or services:
- Personal Identifiable Information (PII): Name, email address, phone number, mailing address, and any other details you provide when signing up for services, contacting us, or filling out forms.
- Financial Information: Payment details (if applicable) when processing transactions.
- Technical Data: IP address, browser type, device type, and website usage data through cookies and tracking technologies.
2. How We Collect Information
We collect information through:
- Online forms, account registration, and service inquiries
- Direct communication via phone, email, or SMS
- Cookies and website analytics tools
3. How We Use Your Information
We use the collected information to:
- Provide tax and insurance services
- Communicate with you regarding appointments, services, and customer support
- Improve our website functionality and user experience
- Comply with legal and regulatory requirements
4. How We Share Your Information
We do not sell, trade, or rent your personal information to third parties. However, we may share information with:
- Trusted service providers assisting in business operations (e.g., payment processors, IT support)
- Legal authorities if required by law or to protect our business interests
- Third-party platforms, but only with your explicit consent
5. SMS Consent and Communication
If you consent to receive SMS messages from Triangle Tax and Insurance, you agree to receive [tax reminders, insurance updates, promotional offers, and customer service messages] via SMS.
- Opt-Out: Reply STOP at any time to unsubscribe.
- Help: Reply HELP for support.
- Message & Data Rates: Standard rates may apply.
- Messaging Frequency: May vary based on user preferences.
We do not share phone numbers or SMS consent details with third parties or affiliates for marketing purposes.
6. Data Security
We implement security measures to protect your information from unauthorized access, disclosure, or misuse. However, no method of transmission over the internet is 100% secure.
7. Cookies & Tracking Technologies
Our website uses cookies and similar technologies to enhance user experience and analyze website traffic. You can manage cookie preferences through your browser settings.
8. Your Rights & Choices
You have the right to:
- Request access to your personal data
- Update or correct your information
- Request deletion of your data (subject to legal requirements)
To exercise these rights, contact us at [Insert Email or Contact Form Link].
9. Privacy Policy Updates
We may update this Privacy Policy periodically. The latest version will always be available on our website.
10. Contact Us
If you have questions about this Privacy Policy, contact us at:
Triangle Tax and Insurance
1750 NW Maynard Rd, Ste 100-18, Cary NC 27513
Phone: 984-666-5550
Email: info@triangletax.com
Website: www.triangletax.com