Privacy notice

Trinity Tax Group, LLC collects only the information needed to prepare your returns, keep your books, and contact you.

The request form

When you submit the form on this site, your answers are delivered to my business email through Formspree, a form-processing service. The form is for contact details and a general description of your needs only. Please don't enter Social Security numbers, account numbers, or tax documents.

Your tax information

Once we agree to work together, you'll upload documents through a secure client portal. I protect client data under a written information security plan, as federal law requires of paid tax preparers, and I don't sell or share your information except as needed to prepare and file your returns or as the law requires.

Questions

Use the contact form and I'll reply by email.