Effective Date: July 14, 2026

At TRUST TAX & ACCOUNTING INC., we are committed to protecting your privacy and safeguarding the sensitive personal and financial information you entrust to us. This Privacy Policy describes how we collect, use, protect, and share your information when you visit our website or use our professional accounting, bookkeeping, tax preparation, payroll, notary public, and business formation (Corporation/LLC) services.

To provide you with our professional services, we collect both personal and highly confidential financial information, which may include:

• Contact Information: Name, physical address, email address, and phone number.
• Government Identifiers: Social Security Numbers (SSN), Employer Identification Numbers (EIN), and state-issued driver’s licenses or photo IDs (specifically for Notary Public and Business Formation services).
• Financial & Tax Information: Tax documents (Forms W-2, 1099, etc.), bank account numbers, credit card details, income statements, balance sheets, and expense records.
• Employment & Payroll Data: Employee names, addresses, hours worked, salary rates, and withholding information.
• Corporate Records: Existing organizational documents, partnership agreements, or other information necessary to create Corporations or LLCs.

We collect information directly from you through various methods:

• In-person consultations and appointments at our office.
• Secure document upload portals, email communications, and phone calls.
• Inquiry and contact forms on our website.
• New client onboarding questionnaires.

We use the collected information strictly to perform our agreed-upon professional services, including:

• Preparing and filing state and federal tax returns.
• Managing bookkeeping, accounting ledger maintenance, and payroll systems.
• Forming and registering new Corporations or LLCs with state regulatory authorities.
• Verifying identity and maintaining logs for official Notary Public acts.
• Communicating with you regarding your accounts, tax deadlines, and service updates.
• Billing, payment processing, and administrative business operations.

We do not sell, rent, or lease your personal or financial information to third parties. We only share your information in the following strictly limited circumstances:

• With Government Agencies: To file your tax returns with the IRS or state departments of revenue, or to register your business entity (Corporation/LLC) with the Secretary of State.
• With Trusted Service Providers: With third-party vendors who assist us in our business operations (such as secure tax software, cloud storage providers, and payroll processors) under strict confidentiality agreements.
• As Required by Law: To comply with a subpoena, court order, or professional regulations, including IRS circulars and state notary regulations.

We understand the highly sensitive nature of tax and accounting records. We employ industry-standard physical, electronic, and procedural safeguards to protect your data. This includes:

• Secure, encrypted channels for electronic document transfers.
• Restricted access to physical files and electronic systems, limited only to authorized personnel who need the information to perform their duties.
• Regular security updates and firewall protections on our systems.

Our website may use "cookies" to enhance your browsing experience. Cookies are small text files stored on your device that help us understand website traffic and improve site functionality. You can choose to disable cookies through your browser settings, though doing so may affect your ability to use certain features on our site.

You have the right to review, update, or correct the personal and financial information we maintain about you. Please contact us directly to request changes. Note that we are legally required by federal and state regulations to retain certain tax and accounting records for mandatory periods.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. Any updates will be posted on this page with an updated "Effective Date."

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your data, please contact us at:

TRUST TAX & ACCOUNTING INC.6500 W College Dr, Suite 5W Palos Heights, IL 60463 Phone: (708) 866-4040