Who We Are and How This Policy Applies

This Privacy Policy explains how Trendwise Business Services, a trade name of K. McKay Larsen EA, Ltd. (“Trendwise,” “we,” “us”), collects, uses, shares, and protects personal information.

We act in two different capacities, and your rights differ depending on which applies:

(a) As a business collecting information about our own visitors, prospects, and clients. When you visit trendwisebizservices.com, submit an inquiry, or become our client, we decide how your information is used. This Policy governs that information directly.

(b) As a service provider processing information on behalf of our clients. When one of our clients uses the Trendwise Platform to operate their own website, customer database, and messaging, the individuals in that database are our client’s customers, not ours. We process that information only on our client’s instructions. If you are a customer of a business that uses our Platform, that business — not Trendwise — determines how your information is used, and you should direct privacy requests to them. Section 8 explains this in more detail.

What We Collect and How

2.1 Information you provide directly

2.2 Information collected automatically

2.3 Information from AI chat interactions

If you interact with an automated chat widget on our Site, we collect the content of that conversation along with any contact details you provide within it. Chat conversations may be reviewed by our personnel and are used to respond to you and improve the accuracy of our automated responses.

2.4 Information we do not seek

We do not intentionally collect Social Security numbers, financial account numbers, government identification numbers, health information, or other sensitive personal information through the Site or the Platform. Do not submit such information through a contact form or chat widget.

Note regarding our tax practice: K. McKay Larsen EA, Ltd. separately operates an enrolled agent practice. Taxpayer information collected in the course of that practice is governed by federal confidentiality law, including Internal Revenue Code § 7216, and by the separate engagement letter for those services. It is not governed by this Policy and is not used for marketing purposes absent separate written consent meeting the requirements of that law.

How We Handle Your Mobile Number

3.1 What we collect

We collect the mobile telephone numbers you provide to us and the associated consent records described in Section 2.1.

3.2 How we use it

We use your mobile number to send:

Message frequency varies. Message and data rates may apply. Reply STOP to opt out, START to resume, or HELP for assistance.

3.3 Sharing of mobile information — we do not

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We use third-party telecommunications and messaging infrastructure providers solely to transmit messages on our behalf. These providers are contractually restricted to using the information only to deliver our messages and may not use it for their own purposes. This is not a sale or a sharing of your information for marketing.

3.4 Retention of consent records

We retain mobile numbers and consent records for at least four (4) years following the last message sent to that number, in order to evidence compliance with applicable telecommunications law. We retain opt-out records indefinitely so that we do not contact you again after you have opted out.

Purpose of Collection

We use personal information to:

Legal bases. Where required by applicable law, we rely on: your consent (marketing communications), performance of a contract (delivering purchased services), our legitimate interests (securing and improving our services), and compliance with legal obligations.

Disclosure and Third Parties

We share personal information only as follows:

We do not sell personal information, and we have not sold personal information in the preceding twelve months. We do not share personal information with third parties for their own direct marketing purposes. We do not disclose mobile opt-in data or consent to any third party.

Cookies and Similar Technologies

We use cookies and similar technologies for:

Most browsers let you refuse or delete cookies through their settings. Disabling strictly necessary cookies may impair Site function.

Do Not Track. Our Site does not currently respond to browser Do Not Track signals, as no common standard has been adopted.

How Long We Keep Your Information

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, unless a longer period is required by law.

CategoryRetention Period
Website inquiries that do not become clients24 months from last contact
Client records and account dataDuration of engagement plus 7 years
Mobile numbers and SMS consent records4 years from last message sent
Opt-out and do-not-contact recordsIndefinite
Billing and payment records7 years
Website analytics data26 months
Client Data on the Platform after termination30 days, then deleted (see Terms of Service § 16)

Information We Process on Behalf of Our Clients

Our clients use the Trendwise Platform to operate their own websites, contact forms, chat widgets, customer databases, and messaging campaigns. Information about our clients’ customers flows through that Platform.

In relation to that information:

If you are a customer of a business that uses our Platform and you want to access, correct, or delete your information, or opt out of that business’s messages, contact that business directly. They control your record.

Consent responsibility. Our clients are contractually required to obtain all consents necessary to contact their customers and to warrant that their contact lists were obtained directly from those individuals. We do not independently verify the consent status of records our clients provide. See Terms of Service § 7.

How to Exercise Your Rights

9.1 Available to everyone

Contact us using Section 13. We will respond within forty-five (45) days. We may need to verify your identity before acting. We will not discriminate against you for exercising any privacy right.

9.2 Nevada residents

Nevada law (NRS 603A.300 et seq.) gives Nevada consumers the right to direct a business not to sell certain covered personal information. We do not sell personal information as defined by that statute. You may nonetheless submit a verified request by emailing us at the address in Section 13 with the subject line “Nevada Opt-Out Request.”

9.3 California residents

If you are a California resident, you may have additional rights under the California Consumer Privacy Act, including the right to know the categories of personal information collected, the right to delete, the right to correct, and the right to opt out of sale or sharing. We do not sell or share personal information as those terms are defined by the CCPA. You may designate an authorized agent to submit a request on your behalf. Submit requests using Section 13.

9.4 Other jurisdictions

Several states have enacted comprehensive privacy statutes granting similar rights. If you reside in such a state and believe you have rights we have not honored, contact us and we will address your request in accordance with applicable law.

How We Protect Your Information

We use commercially reasonable administrative, technical, and physical safeguards to protect personal information, including encrypted transmission, access controls limiting internal access to personnel who need it, and vendor agreements requiring appropriate security.

No method of transmission or storage is completely secure. We cannot guarantee absolute security. You transmit information to us at your own risk. If we become aware of a breach affecting your personal information, we will notify you as required by applicable law.

Children’s Privacy

The Site and services are intended for businesses and adults. We do not knowingly collect personal information from anyone under sixteen (16). If we learn we have collected such information, we will delete it. If you believe a child has provided us information, contact us.

Policy Updates

We may update this Policy at any time. When we do, we will revise the “Last Updated” date above. For material changes, we will provide prominent notice on the Site and, where we have your contact information and the change affects you materially, by email or text.

Questions & Privacy Requests

Questions, requests, or complaints regarding this Policy or your personal information — please use the subject line “Privacy Request” and tell us which right you are exercising.

Trendwise Business Services

A trade name of K. McKay Larsen EA, Ltd.

6755 W. Charleston Blvd., Suite C
Las Vegas, NV 89146

Email: inquiries@trendwisebizservices.com

Phone: (725) 262-4622