Privacy Policy

This Privacy Policy explains how TruistTaxServicesGroup Inc. ("we," "us," or "our"), operating as Truist Tax Services, collects, uses, stores, and protects the personal information of individuals who interact with our website, services, and communication channels. By using our services, you consent to the practices described in this policy.

Information We Collect

We collect personal information that you voluntarily provide — such as your name, phone number, email address, physical address, and the financial and tax details you share when scheduling appointments, requesting a quote, uploading documents to our secure portal, or otherwise communicating with us. Depending on the service, this may include tax identifiers, income and expense records, and information about your business entities.

We also automatically receive limited technical information from your device, including your IP address, browser type, access times, and website usage activity. Where you make a payment, full card details are not stored on our servers — they are handled securely by third-party payment processors.

How We Use Your Information

We use your information to deliver and manage our tax preparation, bookkeeping, and advisory services: scheduling appointments, preparing and filing returns, maintaining your books, generating invoices, providing support, and communicating with you about your engagement and filing status. We also use it to operate and improve our website, maintain internal business records, prevent fraud, provide security, and meet our legal and professional obligations.

Mobile & SMS Communications

If you provide your mobile number and opt in — for example, by checking the consent box on a form or by texting us — we use it to send the account and marketing text messages described in our SMS Terms & Conditions. Consent to receive text messages is never a condition of purchasing any service, and you can opt out at any time by replying STOP. Mobile information is handled under the no-sale policy below.

Sharing and Disclosure

No-sale policy. We do not sell your personal information, and we do not sell or share your mobile phone number or SMS consent with third parties for their own marketing purposes.

We share information only as needed to serve you and as permitted by law — for example, e-filing with taxing authorities at your direction, or with trusted service providers who support our operations (such as payment processors, secure document storage, and tax software) and are permitted to use your information only to perform their designated functions. We may also disclose information when required by law, in response to valid legal process, or to protect our rights, our clients, or our staff.

Cookies and Tracking Technologies

Our website may use cookies, local storage, and similar technologies to support functionality such as session handling, to measure performance, and to understand how visitors use the site. You can control cookies through your browser settings, though disabling them may affect some features.

Data Security

We use administrative, technical, and physical safeguards designed to protect your information, including encrypted document transfer, access controls, and routine monitoring. No method of internet transmission or electronic storage is entirely secure, however, and we cannot guarantee absolute protection.

Your Privacy Rights

Depending on your location and applicable law, you may have the right to access, correct, update, restrict, or request deletion of your personal information, and to opt out of non-essential communications. To make a request, contact us using the details below, and we will respond within a reasonable timeframe, subject to legal and professional recordkeeping requirements.

Data Retention

We retain personal information for as long as needed to provide our services and to comply with tax, legal, and professional recordkeeping requirements, including audit defense and dispute resolution. When information is no longer required, we securely delete or anonymize it.

Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from individuals under 18, except as part of a family's tax filing provided by a parent or guardian. If we learn that a minor's information has been collected inadvertently, we will delete it promptly.

Third-Party Websites

Our website may link to sites operated by third parties. We are not responsible for the content, privacy practices, or security of those sites, and we encourage you to review their privacy policies before providing any personal information.

Changes to This Privacy Policy

We may update this policy from time to time to reflect operational, legal, or regulatory changes. Any modifications take effect when posted on our website, as reflected by the "Last updated" date above. Continued use of our services after changes take effect indicates acceptance of the revised policy.

Contact Us

For questions or privacy requests, reach us at: