Privacy Policy

1. Introduction and Scope

This Privacy Policy describes how Dan the Tax Man, LLC (“we,” “us,” or “our”) collects, uses, and discloses your personal information. As a provider of tax and financial services, we are subject to federal laws and professional ethical standards regarding the protection of client data. This policy applies to information collected through our website, [Your Website URL], and any information provided to us during the course of our professional engagement.

2. Gram-Leach-Bliley Act (GLBA) Notice

In accordance with the Gramm-Leach-Bliley Act, we inform our clients that we collect non-public personal information about you from the following sources:

Information we receive from you on tax preparation worksheets, applications, or other forms.

Information about your transactions with us, our affiliates, or others.

Information we receive from a consumer reporting agency.

3. Detailed Categories of Information Collected

We may collect and process the following categories of data:

Contact Data: Legal name, physical address, email address, and telephone numbers.

Sensitive Personal Information: Social Security Numbers, Taxpayer Identification Numbers (TIN), and driver’s license numbers (for identity verification required by the IRS).

Financial Data: Income records, bank account numbers (for direct deposit of refunds), investment statements, retirement account details, and business financial records.

Technical Data: IP address, browser type, and time zone settings, collected via cookies to improve website functionality.

4. Purpose of Data Processing

We use your information solely to provide the services you have requested, including:

Accurate preparation of federal, state, and local tax returns.

Representation before the IRS or state tax authorities.

Compliance with anti-money laundering and "Know Your Customer" (KYC) regulations.

Ongoing tax planning and advisory services.

5. Data Retention and Destruction

In accordance with IRS regulations and professional liability standards, we retain tax workpapers and copies of filed returns for a period of seven (7) years. After this period, physical documents are shredded by a secure third-party service, and electronic files are permanently deleted from our encrypted local and cloud storage.

6. Third-Party Disclosure and SMS Policy

No Sale of Data: We do not sell your personal information to any third party for marketing purposes.

Service Providers: We may share data with trusted third-party software providers (e.g., professional tax software, secure document portals) solely to facilitate your filing. These providers are contractually obligated to maintain the same level of security as our firm.

SMS Consent: By providing your mobile number, you agree to receive transactional text messages (appointment reminders, filing status). We do not share SMS opt-in consent with third parties or affiliates for their own marketing.

7. Security Measures (IRS Pub 4557 Compliance)

We implement a written Information Security Plan as required by the IRS. Measures include:

Multi-Factor Authentication (MFA): Required for all staff accessing tax software and client data.

Encryption: Data is encrypted at rest and in transit using 256-bit SSL/TLS encryption.

Network Defense: Use of firewalls and regularly updated anti-virus/anti-malware software.

8. Your Legal Rights

Under various state and federal laws, you may have the right to:

Access the personal data we hold about you.

Request the correction of inaccurate or incomplete information.

Opt-out of any marketing communications (though you cannot opt-out of mandatory transactional communications regarding your tax filing).

9. Changes to This Policy

We reserve the right to update this policy at any time to reflect changes in tax law or firm procedures. Changes will be posted on this page with an updated "Last Updated" date.

10. Contact Information

If you have questions regarding your privacy or wish to report a data concern, please contact:

Dan the Tax Man, LLC 603 North Ave, Lehigh Acres, FL 33972

Phone: (239) 230-4369