Privacy Policy
Effective Date: 01/01/2026
1. Introduction
Trio-Rite Tax Service company is committed to protecting the privacy and security of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our services, website, and client interactions.
By using our services, you agree to the terms of this Privacy Policy.
2. Information We Collect
We may collect the following types of information:
Personal Information
Full name
Mailing address
Email address
Phone number
Date of birth
Social Security Number or Tax Identification Number
Financial & Tax Information
Income details
Tax returns and supporting documents
Bank account information
Business financial records
Payroll and bookkeeping data
Technical Information
IP address
Browser type
Device information
Website usage data (if applicable)
3. How We Use Your Information
We use collected information to:
Prepare and file tax returns
Provide bookkeeping, accounting, and tax advisory services
Communicate with clients regarding services
Comply with federal, state, and local tax laws
Maintain accurate business records
Improve our services and client experience
4. Information Sharing and Disclosure
We do not sell, rent, or trade client information.
We may disclose information only when:
Required by law, regulation, or court order
Necessary to file tax returns with the IRS or state agencies
Working with trusted service providers under confidentiality agreements
Authorized by the client in writing
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect personal and financial information from unauthorized access, disclosure, or misuse. Despite these efforts, no method of transmission or storage is 100% secure.
6. Client Rights
Clients may:
Request access to their personal information
Request corrections to inaccurate data
Request deletion of information where legally permitted
Withdraw consent for non-required data use
Requests must be submitted in writing.
7. Data Retention
We retain client information only for as long as necessary to provide services and comply with legal, regulatory, and professional requirements.
8. Third-Party Links
Our website (if applicable) may contain links to third-party websites. We are not responsible for the privacy practices of those sites.
9. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Updates will be posted with a revised effective date.
11. Contact Information
If you have questions or concerns regarding this Privacy Policy, please contact:
Trio-Rite Tax Service
Email: Connect@trio-rite.com
Address: Ahmedabad, India.