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Privacy Policy

A Legal Disclaimer

Effective Date: 06.06.2025
Triad Tax Advisors is committed to protecting your privacy. This policy outlines how we collect, use, and safeguard your personal information when you interact with our website or services.

Privacy Policy - The Basics

Information We Collect
We may collect personal information such as:

  • Name, email address, phone number (submitted via forms)

  • Business or financial details (shared during consultations)

  • Website usage data (via cookies and analytics tools)
     

How We Use Your Information
Your information may be used to:

  • Schedule appointments or respond to inquiries

  • Deliver requested services and support

  • Send relevant updates or service reminders

  • Improve website performance and user experience
     

Information Sharing
We do not sell, rent, or trade your personal information. We may share data with trusted third-party tools or vendors who support our services, but only as necessary and under strict confidentiality.

Data Security
We take reasonable steps to protect your personal data through secure systems and trusted platforms.

Your Rights
You can request access to, correction of, or deletion of your personal information by contacting us.

Updates to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.

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