Privacy Policy

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Last updated: August 5, 2026. Tres Vinos Tax ("we," "us," or "our") provides virtual tax preparation and bookkeeping services to individuals and small businesses across the United States. This Privacy Policy explains what personal information we collect, how we use and share it, and the choices available to you. It applies to our website and to the tax preparation and bookkeeping services we provide.

We may collect: (1) contact information you submit through our website, such as your name, email, phone number, and message; (2) tax return and financial information you provide when engaging us, which may include your SSN or ITIN, income and wage statements, dependents' information, and bank account/routing numbers for refund deposit; (3) information collected automatically when you visit our website, such as IP address, browser type, and pages visited; and (4) information from third parties such as the IRS, state tax agencies, or financial institutions in connection with filing or processing your return.

Under Internal Revenue Code Section 7216, we may use or disclose your tax return information only to prepare your return, unless you give separate, knowing, and voluntary written consent authorizing another use or disclosure. We do not use or disclose your tax return information for marketing or any other purpose without first obtaining your signed, affirmative consent on a dedicated consent form. You are never required to provide such consent to receive tax preparation services from us.

We do not sell your personal information. We may share it with the IRS, state tax agencies, and e-file transmission services to prepare and file your return; with financial institutions to process refund deposits or payments you authorize; with service providers who perform functions on our behalf (e.g., website hosting, secure file-sharing); when required by law or legal process; or with your affirmative consent as described above. We currently do not share your nonpublic personal information with nonaffiliated third parties for their own marketing.

If, in the future, we share your nonpublic personal information with nonaffiliated third parties in a way that triggers an opt-out right under the Gramm-Leach-Bliley Act, we will notify you and explain how to opt out before doing so. You may also contact us at any time using the information in the Contact Us section to ask questions about our information-sharing practices.

We maintain administrative, technical, and physical safeguards designed to protect your nonpublic personal information, consistent with the FTC Safeguards Rule. These include restricting access to client information to authorized personnel, using encryption and secure systems for storing and transmitting sensitive data, and maintaining a written information security program. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Our website is built and hosted on a third-party website platform (GoDaddy) and may use cookies or similar technologies to operate correctly and understand site usage. Our contact form is protected by Google reCAPTCHA; use of reCAPTCHA is subject to the Google Privacy Policy and Terms of Service. You can control cookies through your browser settings, though disabling cookies may affect site functionality.

We retain tax return information and related records for as long as required by IRS recordkeeping rules and other applicable law, and as needed to provide our services, resolve disputes, and enforce our agreements.

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Material changes will be reflected on this page.

If you have questions about this Privacy Policy or our privacy practices, contact us: Tres Vinos Tax | Phone: 1-833-873-7846 | Email: tresvinosinvesting@gmail.com