True Financials Tax Solutions (“True Financials,” “we,” “us,” or “our”) respects your privacy. This policy explains how information is collected and used when you visit this website, request a personalized preparation checklist, submit an inquiry, or reserve an appointment.
Who we are
This website is operated by Truedell Enterprises LLC, doing business as True Financials Tax Solutions, which also operates FastTrack Tax Academy. You can reach us at sendmytaxinfo@gmail.com or 863-797-6334.
Information we collect
We may collect contact information you provide, including your name, email address, telephone number, appointment preferences, service selection, and brief appointment notes. The AI preparation tool collects only the broad filing details you choose to provide, such as filing status, income categories, dependents, major life changes, and possible deductions.
Do not submit Social Security numbers, taxpayer identification numbers, bank information, passwords, payment card details, or copies of tax records through public website forms or the AI preparation tool.
How we use information
We use submitted information to create preparation guidance, manage and confirm reservations, respond to questions, deliver requested tax or education services, maintain business records, protect the website, and comply with legal obligations.
AI-assisted checklist
Your checklist answers are sent to an AI service to generate a personalized preparation list. The output is general guidance and may be incomplete. Do not treat it as tax, legal, or financial advice. A qualified professional should review your actual circumstances and records.
Sharing and service providers
We may use trusted service providers to host the website, process AI requests, store reservations, and support scheduling or communications. They may process information only as needed to provide those services. We do not sell personal information submitted through this website.
Payments
Academy enrollment is free during the rollout, so this website does not request or store card numbers, bank details, or other payment information for enrollment.
Email notifications
Submitting a form sends a notification to our office inbox and a confirmation to the address you provide, so we can respond and keep a record of your request.
Retention and security
We retain information only as reasonably necessary for business, legal, and service purposes. We use reasonable safeguards, but no website or electronic transmission is completely secure. Sensitive tax records should be delivered only through a secure method approved by True Financials.
Your choices
You may ask us to correct or delete information submitted through this website, subject to legal and recordkeeping obligations. You may also request appointment changes by calling our office.
Legal basis for using your information
We rely on your agreement to a contract where we use information to book an appointment, deliver training or tax services, or answer a request you made; on our legitimate business interests where we keep records, protect the website, prevent fraud and improve our services; on your consent where you have given it, such as optional emails; and on legal obligations where we must retain or disclose information, for example for accounting or tax purposes.
Your rights
You may ask us for a copy of the personal information we hold about you, ask us to correct anything inaccurate, ask us to delete it, object to or restrict certain uses of it, and ask for the information you gave us in a portable format. You may withdraw a consent at any time. Email sendmytaxinfo@gmail.com or call 863-797-6334 and we will respond within 30 days. If you are not satisfied with our answer, you may complain to the consumer protection or data protection authority that applies to you.
Cookies and browser storage
This website uses only essential browser storage: a small amount of data in your browser so that things you dismiss stay dismissed and so that a referral code you arrived with is still remembered when you reach a form. We do not run advertising or cross-site tracking cookies. You can clear this storage in your browser settings at any time; some parts of the site will simply start over.
Children’s privacy
This website is intended for adults seeking tax services or business education and is not directed to children under 13.
Changes to this policy
We may update this policy as services or legal requirements change. The revised date will appear at the top of this page.
Contact us
Questions may be sent to sendmytaxinfo@gmail.com or by phone at 863-797-6334.