Privacy Policy

Effective Date: 11/28/2024

At True Balance Tax Services, we prioritize the privacy and security of your personal information. This Privacy Policy explains how we collect, use, share, and protect your information in compliance with applicable Georgia state laws and federal regulations. By using this Website, you agree to the terms outlined below.

1. Information We Collect

We may collect the following types of information:

Personal Information You Provide Directly:

• Name, email address, phone number, and mailing address.
• Tax-related information, including income details, tax identification numbers, and financial records (provided during consultations or through forms).

Automatically Collected Information:

• IP addresses, browser type, and operating system for website functionality and security.
• Usage data, such as pages visited and time spent on the site, to improve your browsing experience.

Cookies:

• We use cookies to enhance your experience, track visitor behavior, and optimize site functionality. You can manage cookies through your browser settings.

2. How We Use Your Information

We use the information we collect for the following purposes:

• To provide and improve tax preparation and consulting services.
• To communicate with you regarding inquiries, appointments, or updates on your services.
• To comply with legal requirements under Georgia state laws and federal tax regulations.
• For internal analytics to improve your Website and customer experience.

3. How We Share Your Information

We respect your privacy and will not sell, trade, or rent your personal information. However, we may share your data in the following circumstances:

• With Service Providers: To trusted third-party vendors who assist in delivering our services (e.g., secure data storage, payment processors).
• For Legal Compliance: When required by Georgia state law, federal law, or to respond to legal processes, such as subpoenas or regulatory inquiries.

4. Data Breach Notification

True Balance Tax Services complies with Georgia’s Data Breach Notification Law (O.C.G.A. § 10-1-912). In the event of a breach involving your personal information, we will notify affected individuals promptly, as required by law, and provide information on the steps to protect your data.

5. How We Protect Your Information

We implement robust security measures to protect your personal information, including:

• Secure encryption for data storage and transmission.
• Regular software updates and vulnerability assessments.
• Access to sensitive information limited to authorized personnel only.

We also comply with federal regulations, including the Gramm-Leach-Bliley Act (GLBA) and IRS Safeguards Rule, to ensure the confidentiality and integrity of your financial data.

6. Your Rights

Under Georgia law and applicable federal regulations, you have the following rights:

• Access and Correction: Request access to your information or correct inaccuracies.
• Deletion: Request the deletion of your personal data, subject to legal or regulatory obligations.
• Data Portability: Request a copy of your data in a machine-readable format.
• Opt-Out: Opt-out of receiving non-essential communications.

To exercise your rights, contact us at hello@truebalancetax.com.

7. Third-Party Links

This Website may include links to external websites for informational purposes. True Balance Tax Services is not responsible for the privacy practices or content of these third-party sites. We encourage you to review their privacy policies before providing personal information.

8. Children’s Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a minor has provided us with information, please contact us immediately.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or to comply with new legal requirements. Updates will be posted on this page, and the "Effective Date" will be revised accordingly.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or how your information is handled, please contact us:
Email: hello@truebalancetax.com