Terms & Conditions

Welcome to Trailhead Tax & Financial. By accessing and using this website, you agree to the following terms and conditions.

1. Use of This Website

This website is provided for general informational purposes only. You agree to use this site in a lawful manner and not for any prohibited or harmful activity.

2. No Professional Relationship

Use of this website, including submitting a contact form or scheduling a consultation, does not establish a client relationship. A formal engagement must be agreed upon in writing before services are provided.

3. No Tax or Legal Advice

The information provided on this website is for general informational purposes only and should not be considered tax, legal, or financial advice. You should consult a qualified professional regarding your specific situation.

4. Limitation of Liability

Trailhead Tax & Financial is not liable for any actions taken based on information provided on this website. Use of this site is at your own risk.

5. Intellectual Property

All content on this website, including text and branding, is the property of Trailhead Tax & Financial and may not be used or reproduced without permission.

6. Changes to Terms

These terms may be updated at any time without notice. Continued use of the website constitutes acceptance of any changes.

Privacy Policy

Trailhead Tax & Financial respects your privacy and is committed to protecting your information.

1. Information We Collect

We may collect basic information that you provide through this website, including:

Name
Email address
Phone number
General details about your inquiry

2. How We Use Your Information

Your information is used solely to:

Respond to your inquiries
Communicate regarding potential services
Improve our services

We do not sell or share your personal information with third parties.

3. Sensitive Information

Please do not submit sensitive personal information (such as Social Security numbers or financial account details) through this website.

4. Data Security

We take reasonable measures to protect your information. For secure document exchange and communication, clients will be directed to a secure client portal.

5. Cookies and Tracking

This website may use basic cookies or analytics tools to improve user experience. No personally identifiable information is collected through these tools.

6. Third-Party Links

This site may contain links to third-party services. We are not responsible for the privacy practices of those sites.

7. Changes to This Policy

This policy may be updated periodically. Continued use of the site constitutes acceptance of any changes.

8. Contact

If you have questions about this Privacy Policy, you may contact us through the website.