TDX Consulting LLC (TDX Group, “we,” “us,” or “our”) provides bookkeeping, compliance and entity filings, small business and nonprofit support, tax preparation, and other consulting services. Payroll services referenced in this policy are performed by Xycon International, a related company. This Privacy Policy governs our general business, website, and communications practices. Tax return information is handled under a separate policy, and we strictly adhere to IRS requirements under Internal Revenue Code §7216.
This policy applies to information collected through our website (td-tax.net), client portal, phone, email, SMS/text messaging, and in-person or paper intake.
1. Information We Collect
Depending on the services you engage us for, we may collect:
– **Contact information**: name, mailing address, phone number, email address.
– **Bookkeeping information**: bank and transaction records, and related business financial records.
– **Payroll information**: bank, payroll, and employee wage records, collected in connection with payroll services performed by Xycon International, a related company.
– **Business and entity information**: formation documents, licenses, and compliance filings.
– **Communications**: records of calls, emails, SMS text messages, and client portal messages, including consent records for SMS messaging.
– **Website usage information**: IP address, browser type, and pages visited, collected automatically when you use our website.
2. How We Use Your Information
We use the information described above to provide the services you’ve engaged us for, communicate with you about your account or engagement, send status updates and technical support, maintain the security of our systems, and improve our services.
3. How We Handle and Protect Your Information
We do not sell your personal information. We keep it confidential and only share it in limited circumstances: with service providers who perform services on our behalf (e.g., IT hosting, payroll processing through Xycon International, our SMS/telephony provider), under confidentiality obligations and solely to perform the services engaged; with government authorities as required by law; in connection with a business transfer such as a merger or sale of assets; or with your consent.
Mobile information and SMS opt-in/consent data specifically are never shared or disclosed to third parties or affiliates for marketing or promotional purposes, under any circumstances.
4. SMS Messaging: If you opt in to receive SMS text messages from TDX Consulting LLC:
– By opting in, you consent to receive SMS text messages from us.
– Message frequency varies.
– Message and data rates may apply.
– Reply **STOP** at any time to opt out of future messages.
– Reply **HELP** for more information.
– Your mobile information and SMS opt-in/consent data are not shared or disclosed to third parties or affiliates for marketing or promotional purposes, under any circumstances.
5. Data Security
We maintain administrative, technical, and physical safeguards designed to protect client data, consistent with the FTC Safeguards Rule and industry best practices, including access controls, encryption where appropriate, and restricted employee access on a need-to-know basis. Tax return information is subject to additional, specific safeguards under our separate tax return information policy
6. Data Retention
We retain client records for the period required by applicable law and the terms of your engagement, and SMS consent records for as long as necessary to demonstrate compliance with applicable messaging regulations.
7. Your Choices and Rights
You may opt out of SMS messages at any time by replying STOP. You may request access to, correction of, or deletion of your personal information, subject to our recordkeeping obligations. You may contact us at any time using the information below with privacy questions or requests.
For SMS messaging details (consent, opt-out, message frequency, rates), see our [SMS Messaging Policy](https://td-tax.net/sms-messaging-policy/). Reply STOP to any message to opt out.
Contact: TDX Consulting LLC, 1425 Broadway #20-7136, Seattle, WA 98122 | info@td-tax.com | (206) 629-8156