Call: 803-373-5507

Privacy Policy

Privacy Policy

Effective Date: August 1, 2025

Website: www.trifectataxrelief.com

Business Name: Trifecta Tax Relief


Trifecta Tax Relief (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your personal data when you visit our website, communicate with us, or use our services.


1. Information We Collect

We collect both personally identifiable information (PII) and non-personally identifiable information through the following channels:


a. Information You Voluntarily Provide

When you engage with us through our website, contact forms, email, or phone, we may collect:


  • Full Name
  • Email Address
  • Phone Number
  • Mailing Address
  • Tax-related information you choose to share
  • Any details included in your messages, intake forms, or service inquiries


b. Information Collected Automatically

When you visit our website, we may automatically gather certain information through cookies, pixels, analytics tools, and server logs:


  • IP address
  • Device type and browser
  • Geographic location (city/state)
  • Pages visited, time spent, and user actions on the site
  • Referring site or campaign source
  • Session timestamps and navigation patterns


c. Cookies and Tracking Technologies

We use cookies and similar tracking technologies (e.g., Google Analytics) to:

  • Understand how users interact with the website
  • Improve site performance
  • Customize content and marketing
  • Analyze user trends and behavior


You can manage cookies through your browser settings.


2. How We Use Your Information

We use the information we collect to:


  • Provide, manage, and improve our tax relief services
  • Respond to inquiries and provide client support
  • Verify your identity when needed
  • Send service-related communications (e.g., confirmations, reminders)
  • Offer educational or promotional content (with consent)
  • Monitor website traffic and user behavior for performance optimization
  • Comply with legal, tax, and regulatory obligations


We do not sell, rent, or trade your personal data.


3. Legal Basis for Data Collection

We collect and process your personal data based on one or more of the following legal grounds:


  • Your Consent: When you submit forms or opt in to marketing communications
  • Contractual Necessity: When processing is required to perform services or respond to inquiries
  • Legal Compliance: When we are required to retain data for tax, audit, or law enforcement purposes
  • Legitimate Interest: To improve our website, detect fraud, or market relevant services


4. Sharing Your Information

We may share your data with trusted third parties under strict confidentiality:


  • CRM platforms or client intake systems (e.g., SuiteDash)
  • Payment processors (if applicable)
  • Email service providers for notifications and newsletters
  • Legal and tax consultants when applicable
  • Government authorities if required by law or subpoena


All third parties are contractually obligated to safeguard your data and use it only for specified purposes.


5. Marketing and Communication Preferences

If you opt in, we may use your contact information to send:


  • Email newsletters
  • Tax tips or educational updates
  • Special promotions or service offerings
  • Important tax deadline reminders


You can unsubscribe at any time by clicking the link at the bottom of any marketing email or contacting us directly.


6. Your Rights and Choices

You have the right to:


  • Access the personal data we hold about you
  • Correct inaccurate or outdated information
  • Request deletion of your data (subject to legal and contractual limits)
  • Opt out of marketing communications
  • Withdraw consent at any time, where processing is based on consent
  • File a complaint with your state’s consumer protection office or attorney general if you believe your data is being misused


To exercise any of these rights, contact us at info@trifectataxrelief.com or 803-373-5507.


7. Data Retention and Storage

We retain your personal data:


  • As long as necessary to provide services and fulfill the purposes outlined in this Policy
  • For the duration of any legal or regulatory requirements (e.g., IRS recordkeeping)
  • Until you request deletion of non-essential data (if legally permissible)
  • We use secure cloud storage and CRM systems with encryption protocols to protect your data.


8. Data Security Measures

We implement physical, administrative, and technical safeguards to protect your personal data:


  • SSL encryption for data in transit
  • Role-based access controls within our systems
  • Firewall-protected web hosting
  • Routine vulnerability scans and backups
  • Staff training on data protection and client confidentiality
  • Despite our efforts, no online system is entirely secure. You use our website at your own risk.


9. Third-Party Links

Our website may link to other websites for convenience or educational purposes. We are not responsible for the privacy practices or content of these external sites. Please review their privacy policies before sharing information.


10. Children’s Privacy

Our services are intended for adults age 18 and older. We do not knowingly collect information from minors. If we discover we have collected data from a child, we will delete it immediately.


11. Changes to This Privacy Policy

We reserve the right to update this policy at any time. Changes will be posted on this page with an updated Effective Date. Continued use of our site or services after a policy update implies consent to the new terms.


12. Contact Us

If you have questions about this Privacy Policy or how we handle your data, please contact:


Trifecta Tax Relief

📍 900 Obsidian Drive

Boiling Springs, SC 29316

📧 info@trifectataxrelief.com

📞 803-373-5507

Schedule Your Free Consultation with Our Team Today