Tru Benefits Consultants
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PRIVACY, PLAIN & SIMPLE

At Tru Benefits Consultants, we understand the importance of trust. When you share your information with us, we treat it with care, respect, and transparency. This Privacy Policy explains what we collect, why we collect it, and how we protect it. No surprises. No fine print tricks.


THE SHORT VERSION

We collect personal and business information to deliver the services you’ve asked us for — like tax credit consulting, credit card debt relief, and benefits optimization. We use secure tools, work with trusted partners, and don’t sell your data. Ever.


By using our website or working with us, you’re agreeing to this Privacy Policy. If you ever have questions, just reach out: 📧 info@trubenefitsconsultants.com


WHAT WE COLLECT 

Depending on how you engage with us, we may collect:

  • Contact info (name, email, phone number, mailing address)
  • Business info (company name, NAICS code, revenue, employee count)
  • Tax & financial details (to evaluate your eligibility for credits)
  • Files or forms you upload (via DocuSign, Dropbox, or Hubspot)


We only collect what we need to support your request, and we make it clear when and why we’re asking.


HOW WE USE YOUR INFO

We use your information to:

  • Evaluate eligibility for tax credits and financial programs
  • Prepare and process applications
  • Connect you with licensed CPAs, legal teams, or financial pros
  • Improve how we communicate and serve you
  • Keep you updated on programs or policy changes that affect you
  • Comply with legal or tax regulations


We’ll never send you spam, and you can unsubscribe from any non-essential updates anytime.


WHO WE WORK WITH (AND WHY)

To deliver our services efficiently and securely, we use trusted platforms and partners, including:

  • CRM & Email Tools: Hubspot, Constant Contact
  • Tax & CPA Partners:  TBC trusted partners who support credit analysis and tax documentation 
  • Payments & Financial Systems: QuickBooks
  • Document Handling: DocuSign, Dropbox


We only share your data with these partners when necessary to deliver services—and never for advertising or resale.


YOUR RIGHTS & CHOICES

You have control over your data. You can:

  • Request access to your information
  • Ask us to update or delete your data
  • Opt out of communications
  • Withdraw consent at any time


Just email us at info@trubenefitsconsultants.com with your request.


KEEPING YOUR INFO SAFE

We use industry-standard security tools to protect your data, including encryption, secure servers, and strict access controls. 


While no system is bulletproof, we do everything we can to keep your data secure.


DATA RETENTION

We keep your data only as long as necessary to provide our services and comply with legal obligations. If you request deletion, we’ll remove your data from our active systems as quickly as possible—but we may retain limited information for compliance, fraud prevention, or reporting purposes.


CHILDREN'S POLICY

Tru Benefits Consultants may collect limited personal information from users under the age of 13, only with verified parental or guardian consent, in compliance with applicable privacy laws such as the Children’s Online Privacy Protection Act (COPPA). We do not knowingly solicit or collect more information than necessary for the intended purpose of our services. If you are a parent or guardian and believe that your child has provided us with personal information without your consent, please contact us at info@trubenefitsconsultants.com, and we will take steps to review and remove the information as appropriate.


POLICY UPDATES

We may update this Privacy Policy from time to time to reflect changes in regulations, services, or technology. If there’s a significant change, we’ll notify you by email or post an update on this page.


DISCLAIMER

Tru Benefits Consultants, LLC is not a certified public accounting (CPA) firm or law firm and does not provide legal or tax filing services. All tax strategies and recommendations are based on publicly available IRS guidelines, tax code interpretations, and third-party documentation. Clients are encouraged to consult with their licensed CPA or legal advisor before implementing any strategies. All information provided is intended for general informational purposes only and does not constitute legal, tax, or financial advice.


QUESTIONS? LET'S TALK

We believe privacy should be clear and respectful—not complicated. If you have any questions or concerns about how we handle your data, get in touch:


Tru Benefits Consultants, LLC
📍 2323 N Akard St, #2706, Dallas, TX 75201
📧 info@trubenefitsconsultants.com


Copyright © 2025 Tru Benefits Consultants. All Rights Reserved.

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