Privacy Policy 

True Faith Financial Solutions ("we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, process, and safeguard your data when you visit our website, use our client portal, interact with our services, or engage with our advertisements and forms on platforms such as Facebook and Instagram. 1. INFORMATION WE COLLECT In the course of delivering financial, tax, and consulting services, we collect information that identifies or relates to you ("Personal Information"). This includes: Contact Information: Full name, email address, phone number, and mailing address. Financial & Tax Data: Filing status, income details, tax documents, account credentials for tax prep software, and related financial records necessary for service fulfillment. Technical Data: IP address, browser type, operating system, and device diagnostic data collected via automated log files. Form Submissions: Information submitted via contact forms, lead generation forms, or appointment booking tools. 2. HOW WE USE YOUR INFORMATION We process personal data strictly for legitimate business and client service purposes, including: Providing financial advisory, tax preparation, and planning services. Communicating updates regarding tax filings, appointments, and client inquiries. Facilitating secure document sharing and client authentication. Delivering customer support and responding to requests submitted through advertising platforms (e.g., Facebook Lead Ads). Ensuring compliance with federal regulations (including Gramm-Leach-Bliley Act standards) and professional tax regulations. SMS & Mobile Opt-In Privacy Notice: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties under any circumstances. 3. COOKIES & TRACKING TECHNOLOGIES We and our third-party service providers (such as Meta/Facebook Pixel and Google Analytics) use cookies, web beacons, and similar tracking tools to analyze traffic patterns, personalize content, and deliver relevant advertisements. You can manage or block cookies through your browser settings at any time. 4. HOW WE SHARE INFORMATION Page 1 of 2 We do not sell, rent, or trade your personal information to third parties. We may disclose your information only under the following limited circumstances: Service Providers: Trusted third-party vendors, IT hosting partners, and payment processors who assist in operating our platform under strict confidentiality agreements. Legal & Regulatory Authorities: When required by law, subpoena, or IRS compliance obligations to protect our legal rights or ensure public regulatory compliance. Business Transfers: In connection with any merger, sale, or transfer of company assets, client information will remain protected under the terms of this policy. 5. DATA SECURITY & STORAGE We employ administrative, technical, and physical safeguards designed to protect personal and financial data against unauthorized access, loss, or disclosure. These measures include encrypted storage, restricted employee access, and secure client communication channels. While we strive to maintain high security standards, no internet transmission or electronic storage method is completely immune to risks. 6. YOUR DATA RIGHTS & CHOICES Depending on your jurisdiction, you may hold specific rights regarding your personal information: 7. CHILDREN'S PRIVACY 8. UPDATES TO THIS POLICY 9. CONTACT US Access & Correction: You may request access to or updates for the personal information we hold about you. Deletion: You may request deletion of your personal data, subject to statutory record-retention requirements applicable to financial and tax records. Opt-Out: You may opt out of receiving promotional communications at any time by following the unsubscribe instructions or contacting us directly. For SMS communications, reply STOP to unsubscribe. Our services are directed toward adults and business entities. We do not knowingly collect personal information from individuals under the age of 18 without parental consent. We reserve the right to modify this Privacy Policy periodically to reflect updates in legal requirements or operational practices. Revised dates will be displayed at the top of this document. If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please reach out to us at: True Faith Financial Solutions Attn: Privacy & Legal Officer Email: info@truefaithfinancialsolutions.com Website: https://truefaithfinancialsolutions.com