Privacy Statement

Effective Date: 9/01/2025
Who We Are
Tax Information Reporting Initiative, LLC (doing business as InfoReporting Solutions) provides tax advisory and compliance services. This Privacy Notice explains how we collect, use, and protect your personal information.

Information We Collect

We may collect personal information in the following ways:

  • Directly from you – when you contact us, request services, complete forms, subscribe to updates, or attend our events.

  • Through our services – when we work with you or your employer on tax or compliance matters.

  • Automatically – when you visit our website, we collect limited technical information (such as IP address, browser type, and pages visited) using cookies and similar tools.

  • From third parties or public sources – such as LinkedIn or government records, where relevant to our services.

Examples of personal information we may collect include:

  • Name, contact details, company, and job title

  • Taxpayer identification numbers and financial data (when necessary for compliance or reporting services)

  • Information you choose to provide through forms, surveys, or event registrations

How We Use Your Information

We use personal information to:

  • Provide our professional tax and advisory services

  • Respond to your inquiries and manage our relationship with you

  • Comply with legal and regulatory obligations (e.g., anti-money laundering checks, tax reporting)

  • Improve our website and services

  • Send you updates or marketing communications (if you have opted in)

Sharing Your Information

We do not sell your personal information. We may share it only when necessary:

  • With trusted service providers who support our operations

  • With regulators, tax authorities, or law enforcement when legally required

  • With professional advisers such as auditors or lawyers

  • With your consent, or as otherwise permitted by law

Your Rights

Depending on where you live, you may have the right to:

  • Access and receive a copy of your personal data

  • Correct or update your data if it is inaccurate

  • Restrict or object to how we use your data

  • Request deletion of your data (where legally permitted)

  • Opt out of marketing communications at any time

  • File a complaint with your local data protection authority

To exercise these rights, please contact us at colin@inforeportingsolutions.com.

Data Security

We take appropriate technical and organizational measures to safeguard personal data against loss, misuse, and unauthorized access.

Cookies

Our website uses cookies and similar technologies to understand how visitors use our site and to improve functionality. You can adjust your browser settings to manage or block cookies.

Contact Us

If you have questions about this Privacy Notice or how your information is handled, please contact:

Colin Brien
Email: colin.brien@inforeportingsolutions.com