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Privacy Policy

DT Financial
Last Updated: 04-30-26
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1. Introduction

DT Financial is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and safeguard your information.

2. Information We Collect

We may collect the following types of information:

Personal Information

  • Name

  • Email address

  • Phone number

  • Mailing address

Tax and Financial Information (Clients Only)

  • Social Security numbers

  • Income and financial data

  • Tax return information

  • Supporting tax documents (W-2s, 1099s, etc.)

Website Information

  • Basic website usage data (via cookies or analytics tools)

3. How We Collect Information

We collect information through:

  • Direct communication (email, phone, text)

  • Client portals (Intuit Link, Vcita)

  • Document uploads

  • In-person meetings

  • Our website

4. How We Use Your Information

We use your information to:

  • Prepare and file tax returns

  • Communicate with you regarding your account

  • Provide tax consultation services

  • Maintain business records

  • Comply with legal and regulatory requirements

We do not sell your personal information.

5. Sharing of Information

We do not share your personal information except:

  • With trusted service providers (e.g., Intuit, RightWay, Shoeboxed) necessary to perform services

  • When required by law (IRS, FTB, or other authorities)

  • With your consent

6. Data Security

We implement reasonable and appropriate safeguards to protect your information, including:

  • Secure tax software and client portals

  • Password-protected systems and devices

  • Two-factor authentication

  • Encrypted connections and VPN usage

  • Limited access to authorized personnel only

7. Data Retention

We retain client tax records and related documents for up to seven (7) years, or longer if required by law.

8. Your Privacy Rights (California Residents)

If you are a California resident, you have the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion of your personal information (subject to legal retention requirements)

To exercise these rights, contact us using the information below.

9. Cookies and Website Tracking

Our website may use cookies or similar technologies to enhance user experience. You can adjust your browser settings to refuse cookies if desired.

10. Third-Party Services

We use third-party providers to support our services, including:

  • Intuit (ProSeries, Intuit Link)

  • RightWay

  • Google Drive

  • Shoeboxed

  • Vcita

  • Wix

These providers maintain their own privacy and security standards.

11. Data Security Breach Procedures

In the event of a data breach, we will take appropriate steps to:

  • Secure affected systems

  • Investigate the issue

  • Notify affected individuals if required by law

12. Contact Information

If you have any questions about this Privacy Policy or your data, please contact:

DT Financial
Email: Don@DT-Financial.com
Website: www.DT-Financial.com

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