Privacy Policy

Truist Tax Services ("we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This policy explains what we collect, how we use it, and the choices you have. It applies to our website and to the services we provide to clients.

1. Information We Collect

To prepare returns, keep your books, and represent you, we collect information you provide directly, including:

• Identity and contact details (name, address, phone, email)
• Tax identifiers such as Social Security or EIN numbers
• Financial documents (W-2s, 1099s, statements, receipts, prior returns)
• Business records provided for bookkeeping and filings
• Information you submit through forms, email, or our secure portal

We also collect limited technical data automatically when you visit our website, such as your browser type, device, and pages viewed, to keep the site secure and understand how it is used.

2. How We Use Your Information

We use your information solely to provide and improve our services: preparing and filing returns, maintaining your books, responding to notices on your behalf, communicating with you, processing payments, and meeting our legal and professional obligations. We do not sell your personal information.

3. How We Share Information

We share information only as needed to serve you and as permitted by law — for example, e-filing with taxing authorities at your direction, with service providers who support our operations under confidentiality obligations, or when required by law or valid legal process. We will not disclose your tax return information without your consent except as permitted or required by applicable regulations.

4. Data Security

We maintain administrative, technical, and physical safeguards designed to protect your information, including encrypted document transfer and access controls. No method of transmission or storage is completely secure, but we work to protect your information consistent with industry and professional standards.

5. Data Retention

We retain records for as long as needed to provide services and to comply with tax, legal, and professional recordkeeping requirements. When information is no longer required, we dispose of it securely.

6. Your Choices & Rights

You may request access to, correction of, or deletion of your personal information, subject to legal and recordkeeping limits. You can also opt out of non-essential communications at any time. To make a request, contact us using the details below.

7. Cookies & Analytics

Our website may use cookies and similar technologies to remember preferences and measure usage. You can control cookies through your browser settings; disabling them may affect some site features.

8. Children's Privacy

Our services are intended for adults. We do not knowingly collect personal information from children except as part of a family's tax filing provided by a parent or guardian.

9. Changes to This Policy

We may update this policy from time to time. Material changes will be reflected by the "Last updated" date above, and where appropriate we will notify you directly.

10. Contact Us

Questions about this policy or your information? Reach us at:

This page is provided for general information and is not legal advice. Please have counsel review and tailor it before publishing.