Privacy Policy

Last updated November 6, 2026

This policy explains how Trusted Financial Services (TFS) handles information collected through our public website, contact communications, and MISSION: REFUND VIP marketing signup. Contact us at [email protected] with privacy questions or requests.

Information we collect

When you contact us or register for updates, we collect the information you provide, such as your name, email, optional phone number, service interests, client type, preferred preparer, referral source, and consent choices. Our website and CRM may also record page visits, device or browser information, referral links, and the date and source of a submission.

How we use information

We use this information to respond to requests, manage our waitlist, provide requested resources, coordinate service inquiries, record consent choices, maintain our systems, and send updates through the channels you choose.

Service providers and mobile information

We use website, CRM, email, and communication providers to process information on our behalf and support business operations.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Your email and SMS choices

Marketing consent is optional. You can unsubscribe from marketing emails using the unsubscribe link. If you opt into SMS, message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for assistance. You may also contact us by email. Consent is not a condition of purchasing services.

Cookies and website activity

Our website and service providers may use cookies and similar technology for website functionality, session continuity, attribution, and measuring visits. Browser settings may let you limit cookies, which can affect certain site functions.

Retention and safeguards

We retain information as needed for the purpose it was collected, our service obligations, consent records, dispute resolution, and applicable legal requirements. Access is limited based on business needs. No transmission or storage method can be guaranteed completely secure.

Your requests

Contact us to request access to, correction of, or deletion of your marketing contact information, or to change communication preferences. We may need to verify your identity. Some information may need to be retained for legal, operational, or recordkeeping obligations.

Tax documents and sensitive information

Public marketing forms are for contact details and service interests. Do not submit Social Security numbers, tax returns, identification documents, bank details, or other sensitive tax information through these forms or general email. Tax-service intake is handled through the secure process provided by your preparer, with any separate service and privacy disclosures that apply.

Children’s information

Our marketing website and update programs are intended for adults. We do not knowingly collect marketing registrations from children under 13. Contact us if you believe a child has provided information through this site.

Changes and contact

We may update this policy as our services and systems change. The updated date will appear on this page. Trusted Financial Services is based in Fort Worth, Texas, and can be reached at [email protected].

For messaging details, read our Terms & Conditions.