Privacy Policy

Privacy Policy

TNT Financial Solutions LLC
Effective Date: [Insert Date]

1. Introduction

TNT Financial Solutions LLC (“TNT,” “we,” “our,” or “us”) is committed to protecting the privacy and security of your personal and financial information. As a tax preparation and financial services firm, we collect and process sensitive financial data in accordance with applicable federal and state laws, including the Gramm-Leach-Bliley Act (GLBA) and IRS safeguarding requirements.

2. Information We Collect

We may collect the following categories of information:

A. Personal Identifiers

Full name

Date of birth

Social Security number

Driver’s license or state identification

Mailing address

Email address

Phone number

B. Financial and Tax Information

W-2s, 1099s, and other income documentation

Bank account and routing numbers

Business revenue and expense records

EIN numbers

Prior year tax returns

Supporting tax documentation

C. Technical and Usage Information

IP address

Browser and device information

Website activity

Communication preferences

3. How We Use Information

We use collected information to:

Prepare and file federal and state tax returns

Provide bookkeeping and advisory services

Communicate regarding services, appointments, and deadlines

Process payments

Comply with legal and regulatory obligations

Maintain required business and tax records

We do not sell, rent, or trade personal or financial information.

4. Use of Third-Party Service Providers

To operate efficiently, TNT utilizes secure third-party service providers, which may include:

Tax preparation software platforms

Secure client portal systems (e.g., TaxDome or similar providers)

CRM and communication platforms (e.g., GoHighLevel)

Accounting software (e.g., QuickBooks)

Payment processors

SMS and email communication systems

These providers may store or process personal and financial information on our behalf. We require that such providers maintain appropriate administrative, technical, and physical safeguards consistent with industry standards.

By engaging our services, you acknowledge and consent to the use of such third-party platforms.

5. SMS and Electronic Communications

By providing your phone number or email address, you consent to receive communications related to your services, including appointment reminders, document requests, and service updates.

Standard messaging and data rates may apply.

You may opt out of non-essential communications; however, service-related communications may still be required.

6. Data Security

TNT implements reasonable administrative, technical, and physical safeguards designed to protect sensitive personal and financial information.

Safeguards may include:

Secure portals

Access controls

Encrypted data transmission where applicable

Restricted internal access to client information

No method of electronic transmission or storage is guaranteed to be completely secure.

7. Data Retention

We retain tax returns and related documentation in accordance with IRS regulations and industry standards.

Due to regulatory requirements applicable to tax professionals, certain records cannot be deleted upon request until applicable retention periods have expired.

Clients are responsible for maintaining their own permanent copies of filed returns and supporting documentation.

8. Information Sharing

We may disclose information:

To federal or state tax authorities for filing purposes

To authorized third-party service providers as necessary to perform services

When required by law or legal process

We do not sell personal information.

9. Data Breach Procedures

In the event of a data breach involving sensitive personal information, TNT will take steps consistent with applicable federal and state notification laws.

10. Children’s Information

Our services are not directed toward individuals under 18 without parental or guardian involvement.

11. Changes to This Policy

We reserve the right to update this Privacy Policy. Changes will be posted with a revised effective date.

12. Contact Information

TNT Financial Solutions LLC
10031 SOUTH WESTERN AVENUE, CHICAGO IL 60643
[email protected]

(773) 831-3406