Privacy Policy
Effective Date: 04/28/2026
Welcome to TM Accountant, Inc. (“Company,” “we,” “us,” or “our”). We respect your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect your information when you visit tmaccountant.us (our “Website” or “Site”) and engage with our services.
By using our Website, you agree to this Privacy Policy. If you do not agree, please do not use our Website or services. We may update this policy from time to time, and any changes will be reflected in the “Effective Date” above.
1. Information We Collect
We collect two types of information from users:
A. Personal Information
This includes any information that identifies you, such as:
- Full Name
- Mailing Address
- Email Address
- Phone Number
- Social Security Number / Tax ID (if applicable)
- Employer & Financial Details
- Payment & Billing Information
- Information collected through our Website or in the course of providing services may also be used in connection with our affiliated company, TM Insurance, as further described in Section 6A of this Policy.
B. Non-Personal Information
- IP Address
- Browser Type & Device Information
- Website Activity & Usage Data
- Cookies & Tracking Data
We collect this data when you:
- Fill out forms on our Website
- Sign up for our services
- Contact us for inquiries
- Provide information for tax or accounting purposes
2. How We Use Your Information
We use collected information for the following purposes:
- Providing Tax & Accounting Services – Preparing tax filings, bookkeeping, audits, and financial reports.
- Processing Payments & Transactions – Handling billing and invoices securely.
- Customer Support & Service Improvement – Assisting clients with inquiries and optimizing our Website experience.
- Legal Compliance – Meeting tax regulations, audit requirements, and fraud prevention measures.
- Marketing & Updates – Sending newsletters, service updates, and information about related financial services, including insurance products offered by our affiliated company, TM Insurance. You may opt out of affiliate marketing communications at any time (see Section 6A)
We do not sell or share your personal information with third-party advertisers.
3. How We Protect Your Data
- Data Encryption – Securing data transmission with SSL/TLS encryption.
- Firewall & Secure Servers – Protecting stored data from unauthorized access.
- Access Controls – Restricting sensitive data access to authorized personnel only.
- Fraud Detection & Monitoring – Preventing identity theft and unauthorized activities.
Despite our efforts, no online system is 100% secure. Always use strong passwords and avoid sharing sensitive data over unsecured networks.
4. SMS/Text Messaging Policy
By providing your mobile phone number and opting in, you consent to receive SMS/text messages from TM Accountant. These messages may include appointment reminders, service updates, marketing communications, or other information related to our services.
- Opt-In: You will only receive SMS/text messages after you provide your consent, either through our website, written forms, email opt-in, or by contacting us directly.
- Message Frequency: Message frequency may vary depending on your interactions with us.
- Opt-Out: You may opt out of SMS/text messaging at any time by replying STOP to any message you receive from us. After opting out, you may receive a final confirmation message to verify your request.
- Help: For help, reply HELP to any of our messages or contact us at info@tmaccountant.us.
- Message & Data Rates: Message and data rates may apply depending on your mobile carrier.
- Privacy: We respect your privacy. We do not share, sell, or rent your mobile phone number to third parties for their marketing purposes. Your number will only be used as described in this Privacy Policy.
- SMS/text communications may also include information about services offered by TM Insurance, our affiliated company. You may opt out of these communications at any time by replying STOP
5. Cookies & Tracking Technologies
Our Website uses cookies and tracking technologies to enhance user experience. These tools allow us to:
- Understand website traffic and improve site performance
- Remember user preferences for a personalized experience
- Analyze browsing behavior for security and fraud detection
You can disable cookies in your browser settings. However, some Website features may not function properly without them.
6. Information Sharing & Affiliated Companies
We only share information when necessary for business or legal reasons:
- With Tax Authorities & Financial Institutions – For tax filings and financial transactions.
- With Legal & Compliance Entities – If required by law (IRS, subpoenas, court orders).
- With Trusted Service Providers – To process payments, store encrypted data, or facilitate accounting functions.
6A. Sharing with Our Affiliated Company — TM Insurance
TM Accountant, Inc. is affiliated with TM Insurance, an insurance brokerage under common ownership. In accordance with the Gramm-Leach-Bliley Act (GLBA), we may share your contact information (such as name, email address, and phone number) with TM Insurance for the purpose of informing you about insurance products and services that may complement your financial planning.
Your Opt-Out Right: You have the right to opt out of this information sharing at any time by contacting us at:
- Email: privacy@tmaccountant.us
- Phone: 847-850-0085
- Mail: TM Accountant, Inc., 770 W Dundee Rd, Arlington Heights, IL 60004
We will honor all opt-out requests within 30 days. We do not sell your personal information to unaffiliated third parties for their marketing purposes.
7. Your Privacy Rights
A. California Consumer Privacy Act (CCPA) Rights
If you are a California resident, you have the right to:
- Know what personal data we collect and use.
- Request access to your personal data.
- Request deletion of your data (except when legally required to retain it).
- Opt-out of certain data-sharing practices.
- Not be discriminated against for exercising your privacy rights.
To submit a request, contact us:
Email: privacy@tmaccountant.us
Mail: 770 W Dundee Rd, Arlington Heights, IL 60004
B. Indiana Consumer Data Protection Act (ICDPA)
If you are an Indiana resident, you have the right to:
- Confirm whether we are processing your personal data.
- Access and obtain a copy of your personal data.
- Request correction of inaccurate data.
- Opt out of the use of your data for targeted advertising or certain sharing practices.
To submit a request, contact us at privacy@tmaccountant.us. This law takes effect January 1, 2026.
C. Opting Out of Tracking
You can disable tracking and cookies in your browser settings.
8. Data Retention Policy
We retain personal data:
- For as long as necessary to provide tax/accounting services.
- As required by law (IRS, financial regulations).
- For fraud prevention and security measures.
After expiration, data is securely deleted or anonymized.
9. Third-Party Links & External Websites
Our Website may link to external financial institutions, government agencies, and business services.
We are not responsible for the privacy policies of third-party websites. Please review their policies before providing personal data.
10. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with a new effective date.
If significant changes occur, we will notify users via email or Website notice.
Last Updated: 04/28/2026
11. Contact Us
For privacy-related inquiries, you can reach us at:
Email: privacy@tmaccountant.us
Mail: TM Accountant, Inc., 770 W Dundee Rd, Arlington Heights, IL 60004
Phone: 847-850-0085
12. Final Notes
This privacy policy is designed to:
- Be easy to read and understand for website visitors.
- Ensure compliance with privacy laws while being user-friendly.
- Enhance credibility by transparently addressing security and data usage.
12A. Notice of Policy Update
This Privacy Policy was updated on 04/28/2026 to reflect our affiliation with TM Insurance and to disclose our affiliated data-sharing practices under the Gramm-Leach-Bliley Act. Existing clients will be notified of this change via email and given 30 days to opt out before any affiliate sharing takes place.