Privacy Policy

Effective Date: July 30th, 2025

Introduction

Trusted Account Partners is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website (trustedacc.com) and our accounting, tax preparation, bookkeeping, payroll, and business consulting services.

Information We Collect

Personal Information

We may collect the following types of personal information:

Contact Information:

  • Name, address, phone number, email address, social media

  • Emergency contact information

Financial Information:

  • Social Security numbers, Tax ID numbers

  • Bank account information and financial statements

  • Income and expense records

  • Tax documents and returns

  • Payroll information for employees

  • Investment and asset information

Business Information:

  • Business name, structure, and registration details

  • Employee information and payroll data

  • Financial records and transactions

  • Business tax information

Website Usage Information:

  • IP address, browser type, and device information

  • Pages visited and time spent on our website

  • Cookies and similar tracking technologies

How We Use Your Information

We use your personal information for the following purposes:

  • Service Delivery: To provide accounting, tax preparation, bookkeeping, payroll, bill pay, and consulting services

  • Legal Compliance: To comply with tax laws, regulations, and legal requirements

  • Communication: To respond to inquiries, provide updates, and communicate about our services

  • Business Operations: To manage client relationships, process payments, and improve our services

  • Marketing: To send newsletters and promotional materials (with your consent)

Information Sharing and Disclosure

We may share your information in the following circumstances:

Service Providers: With trusted third-party vendors who assist us in providing services, including:

  • Software providers (QuickBooks, payroll systems)

  • Cloud storage and backup services

  • IT support and security services

Legal Requirements: When required by law, court order, or government request, including:

  • Tax authorities (IRS, state tax agencies)

  • Regulatory bodies

  • Legal proceedings

Business Transfers: In connection with a merger, acquisition, or sale of business assets

Data Security

We implement appropriate technical and organizational measures to protect your personal information:

  • Encryption: Data is encrypted in transit and at rest

  • Access Controls: Limited access to authorized personnel only

  • Secure Storage: Information stored in secure, password-protected systems

  • Regular Backups: Data backed up securely to prevent loss

  • Staff Training: Regular training on privacy and security practices

  • Professional Standards: Compliance with professional accounting and tax preparation standards

Data Retention

We retain your personal information for as long as necessary to:

  • Provide ongoing services

  • Comply with legal and regulatory requirements

  • Resolve disputes and enforce agreements

Your Rights and Choices

You have the following rights regarding your personal information:

  • Access: Request copies of your personal information

  • Correction: Request correction of inaccurate information

  • Deletion: Request deletion of your information (subject to legal requirements)

  • Portability: Request transfer of your information to another service provider

  • Marketing Opt-out: Unsubscribe from marketing communications

To exercise these rights, please contact us using the information provided below.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

  • Improve website functionality and user experience

  • Analyze website traffic and usage patterns

  • Remember your preferences

You can control cookie settings through your browser preferences.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of material changes by posting the updated policy on our website with a new effective date.

Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Trusted Account Partners
9789 Charlotte Hwy,
Ste 400123,
Indian Land, SC 29707
Phone: 704-268-9773
Website: trustedacc.com

This Privacy Policy is designed to comply with applicable privacy laws including state privacy regulations. For specific legal advice regarding your obligations, please consult with a qualified attorney.