Privacy Policy
Etrends Group
Effective date: September 29, 2026
Etrends Group ("Etrends Group," "we," "us," or "our") is a CPA and tax firm serving small and mid-sized businesses and individuals nationwide, remotely. This Privacy Policy explains how we collect, use, share, and protect information when you visit www.etrendsgroup.us (the "Site") or communicate with us.
Information We Collect
Information you give us. We collect the information you choose to submit through the Site, including:
• Consultation form (Contact page): your name, business name (optional), contact phone number, email address, the services you are interested in (Proactive Tax Planning, General Tax Preparation and Filing, Bookkeeping, Fractional CFO), and an optional message.
• Feedback form (Contact page): your first name, last name, email address, and your feedback or suggestion.
• Contact form (Our Tools and Forms page): your name, email address, subject, and message.
• Direct communications: information you include when you call, email, or text us.
Client information. If you become a client, we collect the financial, tax, and business information needed to provide our services. Clients provide documents through our secure client portal. If you choose to send documents by email, please be aware that email is not a secure method of transmission; we recommend using the client portal instead.
Information collected automatically. The Site automatically collects technical information such as your IP address, browser and device type, and pages viewed. See "Cookies and Analytics" below.
How We Use Your Information
We use the information we collect to:
• Respond to your inquiries and schedule consultations;
• Provide, manage, and bill for our tax, accounting, bookkeeping, and advisory services;
• Communicate with you by phone, email, or text message about your inquiry or engagement;
• Improve and secure our Site and services; and
• Comply with our legal, regulatory, and professional obligations.
Tax return information. As a CPA firm, we handle client tax information under professional confidentiality obligations. Federal law, including Internal Revenue Code Section 7216 and its regulations, limits how tax return preparers may use and disclose tax return information. We use and disclose that information only as those rules and our professional standards allow, and we will ask for your written consent where the law requires it.
Text Messaging (SMS)
By providing a telephone number and submitting a form on our Site, you consent to be contacted by SMS text message. Message frequency may vary.
• Consent is not a condition of purchase. You do not have to agree to receive text messages to buy our services.
• Message and data rates may apply, depending on your mobile carrier and plan.
• To opt out, reply STOP to any message.
• For help, reply HELP, or contact us using the information below.
• No sharing for marketing. We do not share mobile phone numbers or any mobile or email information with third parties or affiliates for their marketing or promotional purposes. Text messaging originator opt-in data and consent are excluded from all information-sharing described in this policy and will not be shared with any third parties.
Cookies and Analytics
Our Site is hosted on Wix.com. Wix places cookies and similar technologies that are needed for the Site to work and that collect standard analytics about how visitors use the Site. We do not use additional third-party analytics or advertising tracking tools, such as Google Analytics or a Facebook (Meta) Pixel, on the Site. You can control or delete cookies through your browser settings. Blocking some cookies may affect how the Site works. Wix's own privacy policy is available at wix.com.
How We Share Information
We do not sell your personal information. We share information only as follows:
• Service providers: companies that help us run our business and the Site, including Wix (website hosting and Wix apps such as Wix Forms and Wix Invoices), our client portal provider, and other providers that support our communications, accounting, and technology. These include Panterra Networks (text messaging), Thomson Reuters UltraTax (tax preparation software), Microsoft (email), and Canopy (client relationship management).
• With your consent or at your direction.
• Legal and professional requirements: when required by law, subpoena, or other legal process; to respond to lawful requests from government authorities such as the IRS or state tax agencies; or as allowed by our professional standards.
• Business transfers: in connection with a merger or sale of all or part of our practice, subject to applicable confidentiality obligations.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information, but no website or transmission is completely secure. Please do not send sensitive information, such as Social Security numbers or tax documents, through the Site's general contact forms or unencrypted email. Use the client portal or another method we approve instead.
Data Retention
We keep personal information for as long as needed to respond to you, provide our services, and meet our legal, tax, professional, and record-keeping obligations. We generally keep client records for seven (7) years. When information is no longer needed, we delete it or de-identify it.
Your Choices and Rights
• Communications: You can opt out of text messages by replying STOP. You can ask us to stop other communications by contacting us.
• Access and correction: You can ask to see or correct the personal information we hold about you.
• Deletion: You can ask us to delete your information, subject to our legal and professional record-keeping requirements.
• State privacy rights: Depending on where you live, such as California, you may have additional rights under state law, including the right to know what personal information we collect and how we use and disclose it, and the right not to be discriminated against for exercising your rights. Some of these laws apply only to certain businesses or types of information. We will respond to requests as applicable law requires.
To make a request, contact us using the information below. We may need to verify your identity before we respond.
Children's Privacy
Our Site and services are not directed to children under 13, and we do not knowingly collect personal information from them through the Site. If you believe a child has submitted information to us, please contact us and we will delete it. Information about dependents that clients provide for tax purposes is handled as client information under this policy.
Third-Party Links and Services
Our Site links to third-party sites and services, including our social media pages (Facebook, Instagram, LinkedIn, and X) and our client portal at https://etrends.clientportal.com. The client portal is operated by a third party and has its own terms of use and privacy policy. We are not responsible for third parties' privacy practices.
Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and change the effective date above.
Contact Us
If you have questions about this Privacy Policy or want to make a privacy request, contact us:
Etrends Group
120 E St George Blvd, Ste 323, St. George, UT 84770
Email: support@etrendsgroup.us
Phone: (844) 455-0500
Hours: Monday–Friday, 9:00 am – 5:00 pm Mountain Time