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Privacy Policy

Last updated: July 23, 2026

Note: This document is a general template provided for convenience. It is not legal advice. Please have it reviewed by a qualified attorney before relying on it.

Who we are

This Privacy Policy explains how TruePath Resolution ("TruePath," "we," "us") collects, uses, and protects information when you use our website and services. If you have questions, contact us at TruePath Resolution, 326 E Street, Chula Vista, CA 91910 — info@truepathresolution.com — (619) 566-1886.

Information we collect

We collect information you provide directly — for example when you submit a case-review or contact form: your name, email address, phone number, preferred language, the general nature of your tax situation, an approximate balance range, and any details you choose to share.

We also collect limited technical information automatically, such as your IP address, browser type, pages visited, and referral source, and marketing attribution parameters (for example UTM tags and ad click identifiers). See our Cookie Policy for details.

  • We do not request your Social Security number, bank account numbers, or full financial records through our website forms.
  • Sensitive information is only collected later, securely, and only if you choose to move forward with our services.

How we use your information

We use your information to respond to your inquiry, evaluate your case, schedule and conduct consultations, provide our services, communicate with you, comply with legal obligations, and improve our website and marketing.

We use marketing attribution data to understand which channels (organic, referral, or advertising) bring prospective clients to us.

How we share your information

We do not sell your personal information. We may share it with trusted service providers who help us operate (for example hosting, CRM, scheduling, email, and analytics providers), who are bound to protect it, and when required by law or to protect our rights.

We are an independent firm and are not affiliated with the IRS or any government agency; we do not share your information with the IRS except as part of authorized representation you request.

Your choices and California rights

You may request to access, correct, or delete your personal information, and you may opt out of marketing communications at any time.

If you are a California resident, the California Consumer Privacy Act (CCPA/CPRA) gives you rights to know, delete, correct, and to opt out of the "sale" or "sharing" of personal information. We do not sell your personal information. To exercise any right, contact us at TruePath Resolution, 326 E Street, Chula Vista, CA 91910 — info@truepathresolution.com — (619) 566-1886.

Data security and retention

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

We retain your information for as long as needed to provide services and to meet legal, tax, and accounting requirements.

Children's privacy

Our website and services are intended for adults. We do not knowingly collect information from anyone under 18.

Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the current version.

Who we are

Suggested text: Our website address is: https://truepathresolution.com.

Comments

Suggested text: When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

Suggested text: If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

Suggested text: If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select "Remember Me", your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Suggested text: Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

Suggested text: If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

Suggested text: If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

Suggested text: If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where your data is sent

Suggested text: Visitor comments may be checked through an automated spam detection service.