Privacy Policy

Last Reviewed: November 8, 2025

At TrueCount Financials LLC, we are committed to serving our clients and contacts with the highest level of professionalism and integrity. As part of that commitment, we take your privacy seriously and responsibly manage all personal information collected through our website (truecountfinancials.com) and related interactions.

Our goals in processing personal information include:

Enhancing the user experience and understanding customer needs
Providing timely support and responding to inquiries
Improving our services and offerings
Conducting essential business operations such as billing and account management

We adhere to all relevant privacy and data protection laws to ensure your information is protected against unauthorized access, disclosure, alteration, or destruction.

Scope and Application

This policy applies to all users, customers, and visitors of truecountfinancials.com. Whether you’re browsing, submitting an inquiry, registering for services, or using our bookkeeping and tax preparation offerings, your data is handled with the highest standards of privacy and security.

Data Collection and Processing

We collect personal information only when necessary to deliver our services, comply with legal obligations, or improve your experience.

Information we may collect includes:

Full Name
Date of Birth
Email Address and/or Phone Number
Mailing Address and City
Payment Information (e.g., Credit Card or Bank Details)

Uses of collected information:

Service delivery and payment processing
Customer support and communication
Compliance with legal and regulatory obligations
Improving products, services, and operations

SMS/Text Messaging Disclosure and Consent

By submitting your contact information through our website, contact forms, registration forms, or other communication channels, you expressly consent to receive communications from TrueCount Financials LLC, including:

Service updates, appointment reminders, and account-related notices
Marketing or promotional messages related to our services (only with your explicit consent)

Message Frequency: Varies based on your interactions and service preferences.

Opt-Out: You can opt out of receiving text messages at any time by replying “STOP” to any message or by contacting brian@truecountfinancials.com.
After opting out, you may still receive important non-marketing communications (e.g., billing, legal, or security notices).

Message and Data Rates: Standard message and data rates may apply based on your mobile carrier plan.

Consent Not a Condition: Providing your phone number and consent to receive text messages is not a condition of purchase or service.

Data Use and Protection: Phone numbers collected for SMS communication are securely stored and used solely for the purposes disclosed above.

Privacy Policy: Sharing of Personal Information

TrueCount Financials LLC will not share, sell, or disclose your personal information or mobile opt-in data to third parties without your explicit consent, except where required by law. Your information is kept confidential and used solely for the purposes you have agreed to.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with third parties. Text messaging opt-in data is not being shared with third parties.

Opting Out of Text Messages

You have the right to opt out of receiving text messages from TrueCount Financials LLC at any time.
To opt out, you can reply “STOP” to any text message you receive from us.

Consent and Opt-In

By providing your phone number and opting in to receive text messages, you consent to the collection and use of your personal information as described in this policy. We ensure that your consent is obtained explicitly and that you are informed about the types of messages you will receive.

Data Storage and Protection

Data Storage:
All data is stored securely on servers located in the United States. For any international transfers, TrueCount Financials LLC ensures compliance with applicable data protection standards.

Security Measures:

Encryption of data in transit and at rest
Secure access controls and authentication systems
Regular monitoring and system audits

Data Sharing and Disclosure

We do not sell or rent your personal information. Information is shared only with trusted third-party service providers under strict confidentiality agreements and only as needed to provide services to you.

All third-party relationships are governed by Data Processing Agreements (DPAs) to ensure compliance with GDPR and U.S. privacy standards.

User Rights and Choices

You have the following rights regarding your personal information:

Access: Request a copy of your data.
Rectification: Correct inaccurate or incomplete data.
Objection: Opt out of processing, including direct marketing.
Withdraw Consent: Revoke consent at any time.

To exercise these rights, contact brian@truecountfinancials.com. Requests will be handled in accordance with applicable laws and within legal timeframes.

Compliance with U.S. Privacy Laws

Residents of the United States are entitled to the following additional rights:

Right to Know, Correct, or Delete: Request details about how we use or share your information and request corrections or deletions.
Right to Limit Use of Sensitive Data: Limit how we use sensitive information.
Right to Opt-Out: Opt out of any sale or sharing of your data (we currently do not sell data).
Right to Non-Discrimination: You will not face discrimination for exercising your privacy rights.

Submit requests to brian@truecountfinancials.com.

Data Breach Notification Procedures

In the event of a data breach, TrueCount Financials LLC will:

Notify relevant data protection authorities within 72 hours if required by law.
Notify affected individuals within 72 hours if the breach poses a significant risk to their privacy or security.
Provide guidance and support to help mitigate potential risks.

For questions regarding potential data breaches, contact brian@truecountfinancials.com.

Policy Updates and Material Changes

TrueCount Financials LLC may update this Privacy Policy periodically to reflect legal, operational, or technical changes.

Notice of Changes: Significant updates will be communicated via email or a prominent notice on our website.
Material Changes: If updates materially affect how your personal data is handled, we will notify you directly and, where required, request your consent.
Review Encouraged: We encourage you to review this policy periodically to stay informed.

Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact: brian@truecountfinancials.com