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Privacy Policy

Last updated: December 2024

Introduction

DA TAXGUY & ASSOCIATES ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We collect information that you provide directly to us, including:

  • Contact information (name, email address, phone number)
  • Business information (business name, entity type)
  • Information submitted through our contact forms
  • Information uploaded through our secure client portal
  • Communications you send to us

How We Use Your Information

We use the information we collect to:

  • Provide tax preparation and accounting services
  • Respond to your inquiries and communications
  • Send you updates about our services (with your consent)
  • Improve our website and services
  • Comply with legal and regulatory requirements

Client Portal Security

We use secure, encrypted client portals for the transmission and storage of sensitive documents. All tax documents, financial information, and personally identifiable information should be uploaded through the portal—never sent via email.

Cookies and Tracking

Our website may use cookies and similar technologies to improve your browsing experience. You can control cookie settings through your browser preferences.

Information Sharing

We do not sell your personal information. We may share your information with:

  • Service providers who assist us in delivering our services
  • Government agencies when required by law (e.g., IRS filings)
  • Professional advisors as necessary

Data Retention

We retain client information for the period necessary to fulfill the purposes outlined in this policy and as required by applicable laws and professional standards.

Your Rights

You may have rights regarding your personal information, including the right to access, correct, or delete your information. Contact us to exercise these rights.

Contact Us

If you have questions about this Privacy Policy, please contact us:

Email: INFO@DATAXGUY.COM
Phone: 201-253-7674