Privacy Policy

Information we collect

Through this website we collect only the information you choose to submit: your name, email address, optional telephone number, the topic you select, and the message or screening selections you provide. We also record the date and time of any consent you give.

This website is not a channel for tax documents. Please do not submit Social Security numbers, taxpayer identification numbers, banking information, or copies of tax forms through website forms. Information of that kind is exchanged only through the firm's secure client portal, which is operated by a third-party tax software provider under its own terms and security practices.

How we use information

• To respond to your inquiry and schedule a consultation.
• To provide the tax preparation, tax strategy or bookkeeping services you request.
• To send the educational summary you request from the Tax Opportunity Finder.
• To send text messages, only where you have separately opted in.
• To meet recordkeeping and other legal obligations.

Service providers

We use service providers to operate this website, host data, manage client communications and customer relationship records, and provide the secure client portal. These providers process information on our behalf and are permitted to use it only to deliver services to us. We do not sell personal information.

Confidentiality of tax return information

Tax return information is treated as confidential. It is not disclosed or used for any purpose other than preparing your return and providing the services you engaged us for, except with your consent or as permitted or required by law.

Text messaging

Where you opt in to text messages, we record the consent language shown to you and the time of consent. Message frequency varies, and message and data rates may apply. You may reply STOP to opt out or HELP for assistance at any time. Consent to receive text messages is not a condition of purchasing any service. Mobile opt-in information and consent are not shared with third parties for their own marketing purposes.

Cookies

This website uses cookies that are strictly necessary for it to function. Any non-essential analytics cookies are governed by the preference you set through the Cookie Preferences control in the site footer, and remain inactive unless enabled.

Data retention

Website inquiries and screening requests are retained for as long as needed to respond and to satisfy business and legal recordkeeping requirements, then deleted or de-identified. Client engagement records are retained according to applicable professional and legal standards.

Your choices

You may request access to, correction of, or deletion of the personal information you submitted through this website, and you may withdraw marketing or text message consent at any time. Requests may be sent to [T&L BUSINESS EMAIL]. Depending on where you live, you may have additional rights under state privacy law; we honor those rights where they apply.

Children

This website is intended for adults. We do not knowingly collect personal information from children under 13 through this website.

Changes

We may update this policy. The effective date above reflects the current version, and material changes will be indicated by an updated date.

Contact

T&L Business Group Inc.
[BUSINESS ADDRESS]
[T&L BUSINESS PHONE]
[T&L BUSINESS EMAIL]