Effective date: October 3 , 2026
Who we are
Trust Pointe Tax & Financial Advisory, a division of Trust Pointe Financial Services, Inc. ("we," "us," or "our"), provides tax strategy, tax preparation, bookkeeping, IRS resolution, entity formation, and financial advisory services. We are based in Red Oak, Texas, and serve clients across the Dallas-Fort Worth area and nationwide.
This Privacy Policy explains what information we collect when you visit trustpointefinancials.com (the "Site"), book a consultation, text or call us, subscribe to our newsletter, or use our client portal, and how we use and protect it. If you become a client, your engagement letter and any required tax-information consent forms also apply. Where those documents are more protective of your information, they control.
Information we collect
We collect only what we need to respond to you, schedule your consultation, and deliver our services.
Category
Contact details
Scheduling details
Financial and tax records (clients only)
Communications
Device and usage data
Calculator inputs
Examples
Name, email, phone number, mailing address, business name
Service of interest, appointment date and time, notes you add
Tax returns, W-2s, 1099s, bank and payroll records, SSN or EIN, entity documents
Emails, text messages, call recordings or transcripts, chat messages
IP address, browser type, pages viewed, referring site
Income or expense figures you enter into our tax savings calculator
How we get it
Forms, booking calendar, calls, texts
Booking calendar and AI booking assistant
Secure client portal, after an engagement begins
When you contact us
Cookies and analytics tools
Interactive tools on the Site
Please do not send Social Security numbers, bank account numbers, or tax documents
through website forms, text messages, or regular email. Use the secure client portal we provide once you are a client.
How we use your information
Respond to your questions and schedule, confirm, and remind you of consultations
Provide the tax, bookkeeping, advisory, and IRS resolution services you hire us for
Send our newsletter and educational content, if you subscribe
Send service-related emails and text messages, such as appointment reminders and document requests
Improve the Site, our tools, and our client experience
Meet our legal, regulatory, and professional obligations, including IRS recordkeeping rules
Protect against fraud, identity theft, and unauthorized access
We do not sell your personal information. We do not rent or trade it to anyone for their own marketing.
Text messaging (SMS) privacy
When you give us your mobile number and opt in on our website forms, booking calendar, or by texting us first, we use it only to send the messages you agreed to receive: appointment confirmations and reminders, document requests, account updates, customer care, and, if you separately opt in, occasional educational or promotional messages.
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. We share mobile numbers only with the service providers that deliver our text messages, and only to send messages to you.
Message frequency varies. Message and data rates may apply.
Reply STOP to any message to opt out. You will get one confirmation text and no further messages.
Reply HELP for help, or call +1 (866) 316-PROS.
Consent to receive text messages is not a condition of purchasing any service.
See our Terms of Service for the full SMS program terms.
Tax return information
Tax return information gets extra protection under federal law, including Internal Revenue Code Section 7216 and the Gramm-Leach-Bliley Act. We use it only to prepare your returns and deliver the services you engaged us for.
We will not use or disclose your tax return information for any other purpose, including marketing other services, unless you first sign a separate written consent that meets IRS requirements. You may decline or revoke that consent at any time without affecting services you already hired us for. We maintain a written information security plan as required by the FTC Safeguards Rule.
How we share information
Service providers. Vendors that help us run our business, such as our CRM and booking platform, secure client portal, accounting and tax software, email and SMS delivery, website hosting, and payment processing. They may use your information only to perform services for us and must protect it.
Government agencies. The IRS, state tax agencies, and other authorities when we file on your behalf or when you authorize us to represent you.
People you authorize. Anyone you ask us in writing to share with, such as your attorney or lender.
Legal requirements. When required by subpoena, court order, or law, or to protect our rights, our clients, or the public from fraud or harm.
Business transfers. If our practice is merged, sold, or transferred, client information may move to the successor, who must honor this policy. Tax return information transfers only as federal rules allow.
Text messaging opt-in data and consent are never shared under any of the above, as described in the SMS section.
Cookies, security, and retention
Cookies and analytics. The Site uses cookies and similar tools to keep forms and booking working, remember your preferences, and understand how visitors use the Site. You can block or delete cookies in your browser, though some features may stop working. We may use tools such as Google Analytics or Meta Pixel, which have their own privacy policies.
Security. We use administrative, technical, and physical safeguards, including encrypted portal uploads, multi-factor authentication, and access limited to staff who need it. No system is completely secure. If a breach affects your information, we will notify you as required by law.
Retention. We keep client records as long as needed to provide services and as required by law, generally at least seven years after the related tax year. Prospect and newsletter information is kept until you ask us to delete it or it is no longer needed. Records are destroyed securely.
Your choices and rights
Access, correct, or delete the personal information we hold about you, unless the law requires us to keep it
Unsubscribe from marketing emails using the link in any email
Stop text messages at any time by replying STOP
Texas residents may have additional rights under the Texas Data Privacy and Security Act, and residents of other states may have rights under their own laws. We respond to verified requests within 45 days and will not treat you differently for exercising your rights.
Children. The Site is not directed to children under 13, and we do not knowingly collect their information online.
Changes. We may update this policy. The effective date above shows when it last changed.
Contact us
Trust Pointe Financial Services, Inc.
101 Austin Boulevard, Ste 800, PMB 1008
Red Oak, TX 75154
Phone: +1 (888) 316-8667
Fax: +1 (214) 736-8690
Email: [email protected]