Privacy Policy

This Privacy Policy describes how Tri-State Tax, Accounting & Bookkeeping Co., PLLC (“Tri-State,” “we,” “us,” or “our”) collects, uses, and shares information when you visit our website or interact with us online.

Effective date: 1/5/2025 Last updated: 1/5/2025

Scope

This Privacy Policy applies to information collected through our website, including when you:

• Visit pages on our site
• Submit information through contact, appointment, newsletter, or similar forms
• Use any linked secure portal or third-party services made available through our site (if applicable)

If you become a client, additional privacy terms may apply to information collected in the course of providing professional services.

Information you provide to us

We may collect personal information that you voluntarily submit, such as:

• Name, email address, phone number, mailing address
• Business name and role (if applicable)
• Messages or questions you submit
• Appointment request details
• Any other information you choose to provide

Important: Please do not submit sensitive information (such as Social Security numbers, tax documents, or full financial account numbers) through general website forms unless we specifically instruct you to do so via a secure method.

Information collected automatically

When you visit our website, we (and our service providers) may automatically collect certain information, such as:

• IP address and general location (city/state)
• Device and browser information
• Pages viewed, links clicked, and time spent on pages
• Referring/exit pages
• Approximate identifiers used for analytics and fraud prevention

Cookies and similar technologies

We may use cookies and similar technologies to:

• Remember preferences
• Understand site usage and improve performance
• Help protect the site from abuse

You can control cookies through your browser settings. Disabling cookies may affect some site functionality.

How we use information

We may use the information we collect to:

• Respond to inquiries and provide customer support
• Schedule or confirm appointments
• Provide requested information about our services
• Improve our website and user experience
• Maintain the security and integrity of our site
• Comply with legal obligations and enforce our policies

How we share information

We do not sell your personal information. We may share information in limited circumstances, including:

• Service providers who help us operate the website, send communications, host data, provide analytics, or support security (subject to confidentiality obligations)
• Professional advisers (e.g., legal, accounting, or IT consultants) as needed
• Legal and safety reasons, such as to comply with law, respond to lawful requests, protect rights and safety, or prevent fraud
• Business transfers, such as a merger, acquisition, or asset sale (with appropriate safeguards)

Secure portals and external links

Our website may link to a secure client portal or other third-party websites/services. Those services have their own privacy practices, and this Privacy Policy does not govern how third parties handle your information. We encourage you to review the privacy policies of those third parties before providing information.

Data retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law.

Data security

We implement reasonable administrative, technical, and physical safeguards designed to protect information. However, no website or internet transmission is 100% secure. If you believe your interaction with us is no longer secure, please contact us immediately.

Your choices and rights

Depending on where you live, you may have certain rights regarding your personal information, which may include:

• Requesting access to the personal information we hold about you
• Requesting correction of inaccurate information
• Requesting deletion of certain information
• Opting out of certain marketing communications

To exercise your rights, contact us using the information below. We may need to verify your identity before completing certain requests.

Marketing communications

If you receive marketing emails from us, you may opt out at any time by using the “unsubscribe” link (if present) or by contacting us.

Children’s privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided us personal information, please contact us and we will take appropriate steps to delete it.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will post the updated version on this page and update the “Last updated” date above.

Contact us

If you have questions about this Privacy Policy or our privacy practices, please contact:

Tri-State Tax, Accounting & Bookkeeping Co., PLLC

• Email: info@tristatetaxco.com
• Phone: (860)-491-4323