Privacy Policy

Information we collect

We collect information you provide directly and a limited amount automatically:

• Contact and inquiry information you submit through our forms, scorecard, or checklist request: name, email, phone number, and anything you choose to tell us about your business or tax situation.
• Client information you provide when you engage us for services, which may include financial, tax, and other nonpublic personal information needed to perform the work.
• Automatically collected information such as IP address, browser type, pages viewed, and similar usage data collected through cookies and analytics tools to operate and improve the site.

How we use your information

• To respond to your inquiries, send the resources you request (such as the Year-End Tax Planning Checklist), and schedule consultations.
• To provide, manage, and improve our accounting, bookkeeping, tax, and advisory services.
• To send service updates and, where permitted, occasional communications you can opt out of at any time.
• To operate, secure, and improve our website, and to comply with our legal and professional obligations.

We do not sell your personal information.

Tax-return information (IRC 7216)

If we prepare or assist with your tax returns, your tax-return information is protected by federal law. We will not use or disclose your tax-return information for any purpose other than preparing your return, except as permitted by law or with your prior written consent. We will request that consent separately and specifically when it is required.

How we protect your information (GLBA Safeguards)

We maintain reasonable administrative, technical, and physical safeguards designed to protect your nonpublic personal information against unauthorized access, use, or disclosure, consistent with the GLBA Safeguards Rule. Access is limited to those who need it to serve you. No method of transmission or storage is completely secure, so we cannot guarantee absolute security, but we work to protect your information at every step.

When we share information

We share information only as needed and as the law allows, including:

• Service providers who help us operate (for example, secure document, email, scheduling, and software providers), under confidentiality obligations.
• Legal and regulatory requirements, such as responding to lawful requests, court orders, or to protect our rights, and to satisfy our professional obligations.
• With your consent, or at your direction (for example, sharing documents with your bank or attorney).

Cookies and analytics

We use cookies and similar technologies to make the site work, remember preferences, and understand how the site is used. You can control cookies through your browser settings. Blocking some cookies may affect how the site functions.

Your choices and rights

You may request access to, correction of, or deletion of the personal information we hold about you, and you may opt out of marketing communications at any time. Depending on where you live, you may have additional rights under applicable state privacy laws. To exercise any of these, contact us using the details below. We will not retaliate against you for exercising your rights.

Children's privacy

Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect information from children.

Third-party links

Our site may link to third-party websites we do not control. This Policy does not apply to those sites, and we encourage you to review their privacy practices.

Changes to this Policy

We may update this Policy from time to time. We will post the updated version here and revise the "Last updated" date above.

Contact us

If you have questions about this Policy or your information, contact us at Trent@5DAccounting.com or (801) 610-9570.

5D Accounting, Tax, & Consulting, PLLC
PO Box 690, Lehi, UT 84043