Privacy Policy – DW Tax Services

Privacy Policy Introduction

At DW Tax Services, your privacy is paramount. Quintessential to our offering as your trusted legal partner in tax solutions is our abiding commitment to safeguard the confidentiality, integrity, and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, store, and protect client information. Whether you are an individual in need of cross-jurisdictional or domestic tax planning, or a business organization requiring a full-time strategic full-service tax solution, we guarantee professionalism, confidentiality, and exceptional service. Please review this policy carefully to learn more about how we help keep your sensitive data safe and the choices you make about the collection and use of your information, personal or otherwise.

About DW Tax

In 2020, tax attorney David Wright founded DW Tax Services, LLC. With over 15 years of professional experience in tax law, our team of tax attorneys, CPAs, and tax advisors are dedicated to helping individuals and businesses throughout the United States and abroad solve their most complex tax issues. We specialize in providing a wide variety of services including: income tax planning; compliance; legal representation in administrative tax proceedings, investigations, and litigation; corporate and transactional tax planning; estate and gift tax planning; international bank account reporting; international tax compliance; and business educational resources. Our goal is to provide clients with education, transparency, and a straightforward approach to achieve your desired results while ensuring confidentiality and privacy.

What Information We Collect

To perform our services, DW Tax Services must collect various information, which may include:

Personally identifiable information: Name, address, telephone number, email address, date of birth, social security number, and other identifying information.
Financial information: W-2s, 1098s, income information, bank account numbers, brokerage accounts, tax returns, payroll checks, and other documentation necessary and relevant to our tax services.
Business Information: Name of business, employer identification number (EIN), financial statements, employee information, contracts, and additional business information relevant to corporate matters.
Government correspondence: IRS letters, audit letters, legal documents in connection with a tax or other audit or investigation, court filings, and other legal documents necessary and relevant to our legal services.
Communication records: Emails, phone records, appointment schedules, and client portal messages.
Website Usage data: Even if you haven’t set up an account (collectively “Cookies”). If you are simply visiting our website (https://dwtaxservices.com/), we will be collecting your IP address, among other pieces of data such as web pages visited while using our site, when such pages were accessed, and the time of day of access via cookies providers such as Google Analytics.

All of the information here is collected lawfully – and to the extent that it is necessary to perform our contractual services and create the best possible client experience.

How We Collect Information

Information is gathered in several secure methods, including:

Direct Client Interaction: Information discussed during meetings, phone/in-person communication, and/or email.
Website Forms & Applications: Information submitted to us through our website (website forms, client portal submission, or email).
Document Upload: Information sent/uploaded by client regarding tax, compliance, or representation matters.
Third Party: Upon your express consent, we may use a secure method of obtaining information about you from pre-authorized third parties (financial institutions, payroll administrators, governmental agencies, or third-party vendors that have been directed/authorized to provide information).
Website Functionality: Via automated means, we collect information related to this website or service via cookies, trackers, and/or directly through analytics. This information is anonymously collected and utilized to assist us in continuously improving our website and your experience.

Each information collection method as listed above helps to ensure confidentiality and safeguard your information at each step.

Why We Collect Your Information

We use and process your data for the following purposes:

Service delivery: To provide you with tailored tax planning, compliance, tax and legal representation, consulting, and other services.
Client Care: To respond to your requests and questions, schedule appointments, send you documents, and updates regarding your case or your tax situation.
Compliance: To comply with all federal, state, and international tax laws, anti-money laundering and other requirements, and professional standards.
Operations: To account for the services we have provided to you for billing, auditing, training, and quality control purposes to facilitate service delivery.
Education & Marketing: To deliver newsletters, client alerts, and educational material containing statutory and regulatory updates relating to the applicable tax law (when you have subscribed to receive such communications).
Website analytics: To analyze website usage for purposes of improving our website.

We never seek to collect any more information than is needed and we always act in the interest of our clients.

How We Share and Use Your Information

DW Tax Services will not share your information with others for commercial purposes. We may share information with others under the following limited circumstances:

With Your Consent: We will obtain your explicit consent before disclosing any information you provide to us to someone outside our practice groups with which the case team has been working.
Certain Service Providers: Even though we have no control over such service providers, we allow certain trusted service providers access to your information, where necessary, to perform services on our behalf, such as secure document storage, IT support, and payment processors. The parties with whom we share your information in this manner are required by express contract to hold that information strictly confidential.
Regulatory Authorities and Legal Proceedings, Legal Rights and Obligations: Disclosure of client information may be required for DW Tax Services firm to comply with applicable law, a court order or a subpoena, or in response to governmental or regulatory requests. We do try to protect our client’s privacy and confidentiality interests with respect to these matters, particularly when government requests seek a significant amount of information or where the requests may result in a likely threat to client privacy.
Other Professional Advisors: We may consult one or more experienced legal or accounting professionals on your behalf; however, we will consult with them only after your express permission to do so.

No information you provide us is shared with third parties for their marketing purposes without your explicit opt-in consent.

How We Protect Your Data

We strive for top-notch protection of your data. DW Tax Services has implemented a multi-layered approach to data security:

Physical Security: Hardcopy documents are stored in access-controlled, locked locations. Digital documents are stored on encrypted servers behind strong firewalls and intrusion detection systems.
Authentication: Only those with a need-to-know who need access to the information in order to do their jobs have access to client data. All employees are subject to background checks and are required to take privacy & security refresher training at least annually.
Encryption: Electronic transmission of sensitive data over open networks is protected using strong industry-standard encryption protocols (e.g., SSL, TLS) to prevent unauthorized interception.
Auditing: Security audits and vulnerability tests are performed periodically to identify security weaknesses.
Incident response: In the unlikely event that there is a breach of client data, we have response procedures in place to contain the breach, notify affected clients, and comply with all laws and legal requirements.

We regularly assess our security posture and update our measures as new threats emerge.

Storage Period of Data

We retain information about our clients only as long as is necessary or desirable to accomplish the purposes for which it was collected, comply with applicable laws and regulations, or resolve any disputes. As a general rule, records are retained for the following periods of time:

Tax and legal records: At least seven years or as otherwise provided by law, after which they will be destroyed in a secure manner.
Client communications: For the duration of the client relationship and for as many as seven years thereafter for reference and compliance purposes.
Marketing data: We will keep this data only as long as you remain a subscriber to our communications, or until you opt out.

When the applicable retention period expires, all such records are permanently deleted or shredded using secure shredding methods.

Your Rights

DW Tax Services values your Personal Information. Depending on applicable law or regulation, you may have certain rights with respect to your Personal Information as follows (these rights may not apply to all users):

Access: The right to access a copy of the personal data DW Tax Services holds about you.
Correction: The right to request correction of your inaccurate or incomplete Personal Information.
Deletion: The right to request deletion of your Personal Information, subject to obligations under applicable law or contract.
Restriction: The right to request restriction of your Personal Information under certain circumstances.
Opt-Out: The right to opt out of receiving marketing information at any time.
Data Portability: The right, where technically feasible, to receive your data in a structured, commonly used and machine-readable format and transfer it to another provider.

If you would like further information on how to exercise your rights, please contact us at [email protected] and/or (904) 753-4815. We will respond to all such requests in accordance with applicable laws and regulations.

Use of Cookies and Web Analytics

Our website at https://dwtaxservices.com/ uses cookies and other similar technologies to help us provide you with a better experience and to better understand how our site is used. Cookies are small data files that are stored on your device to remember certain information about you, which we use to provide features like remembering your preferences and allowing you to use features across different pages.

We use these session and persistent cookies for various purposes, including: remembering your login information for the secure client portal, understanding how the site is being accessed and used, website traffic analysis, enhancing site performance, features, and content.

Your web browser settings can be used to change your cookie preferences. Some features of our websites may not function properly if cookies are disabled. We do not use cookies to track sensitive personal or financial information.

Links to Other Websites and Services

Our website may contain links to third-party websites or services that are not maintained or controlled by DW Tax Services. Although we attempt to only link to sites that share similar values and standards, we do not have any control over the content of these external websites.

If you use any third-party products or services (such as electronic payment platforms or document signing services) reached via links on our website, please review their information collection and privacy practices.

Children’s Privacy

DW Tax Services does not knowingly solicit or collect personal information from children under age 13. Our services are not designed to be used by children or businesses; by using our services, you represent that you are either a corporation, agency, or other business entity, or an individual who is at least 13 years of age. In the event we learn that a child under age 13 has submitted personal information to us, we will work to delete such information from our systems upon request. If you believe we might have information from or about a child under the age of 13, please contact us immediately at [email protected], and we will take steps to delete such information.

Clients Outside of the U.S. and International Data Transfers

DW Tax Services provides services for global compliance with international tax laws and may collect and process information about individuals or entities outside the United States. If you are accessing this website/app from outside the United States, any information submitted by you to us, or collected by us, may be transferred outside your country to other DW locations in the United States for processing or storage, and that will be done in accordance with applicable international data protection laws. The servers used by DW Tax Services and our offices are all located within the United States. We take all appropriate measures to ensure cross-border data transfers will be adequately protected under applicable data protection regulations.

Changes to Our Privacy Policy

We review and amend our Privacy Policy from time to time to accommodate changes in law, technology, or our business activities. We will provide clients with specific notice about changes that we make to the Privacy Policy where warranted. The then-current Privacy Policy will always be available at https://dwtaxservices.com/privacy-policy/.

We recommend that you review the Privacy Policy each time you visit this policy so you are aware of how we monitor and protect your information.

Contacting DW Tax on Privacy

If you have any questions, concerns, or inquiries with respect to this Privacy Policy, or our data handling practices generally, please contact us at:

DW Tax Services
501 W Bay St Ste 99
Jacksonville, FL 32202
Phone: (904) 753-4815
Email: [email protected]

Our office hours are Monday through Friday, 9AM to 5PM. We will do everything we can to respond to your privacy concerns as soon as possible. We value your trust and will work to earn your business by assuaging any apprehensions you may have.

Acceptance and Consent

By engaging DW Tax for tax planning, compliance, and/or legal representation or your use of this website, you agree to the collection, use, and sharing of information as set forth in this Privacy Policy. If you are not comfortable with our policy, do not engage us for services or use this website. Continued use of services indicates acceptance of the then current version of the policy.

For anonymous online information:
We receive anonymous online information from people visiting our website (such as IP Address) and may use this to improve the website.

Commitment to Client Privacy and Trust

All About You
At DW Tax Services, protecting your personal and financial information is not only the law – it’s a fundamental part of our business values and client relationships. We work hard to earn your continued trust by applying stringent privacy and security protocols, maintaining transparency in our policies, and keeping your interests and needs at the forefront of all that we do. Thank you for the privilege of serving as your legal tax partner. Should you have any questions or concerns about your privacy with us, we welcome the opportunity to address them personally and specifically tailor our policies according to your specific business needs and requirements. Call us today for more information about our commitment to confidentiality and service excellence.