Privacy Policy – DW Tax Services

Introduction and Purpose of Our Privacy Notice

Your privacy at DW Tax Services is of utmost importance to us. We understand that when you seek legal advice, your personal information deserves the highest level of protection and discretion. Our Privacy Policy is transparent and thorough to ensure that you are fully aware of how we handle your information. Whether you are a private person seeking tax planning, an enterprise client, or accessing our learning programs, our skilled and knowledgeable staff led by David Wright ensures that you know your rights in the process. This guide covers every aspect of information we may collect, why we use it, and how we safeguard it for you. Please read our policy carefully to learn more about how we can serve and protect you.

Who We Are and What We Do: An Introduction to DW Tax Services

DW Tax Services was founded in 2020 by tax attorney David Wright, who has over 15 years of experience representing individuals and businesses on tax-related issues. Our team is made up of experienced tax attorneys, CPAs, and tax advisors committed to providing customized approaches and client-centered solutions. We provide a full range of tax planning, tax compliance, tax-related legal representation, corporate-level tax advice or planning, estate and gift tax planning service, international and foreign tax reporting, and education. Located in Jacksonville, Florida, we have an extensive local, national, and international client base while maintaining a value system of integrity, transparency, and long-term relationships.

Our contact information is: 501 W Bay St Ste 99 Jacksonville, FL 32202; Phone (904) 753-4815; E-mail [email protected].

Our Privacy Policy Scope

This Privacy Policy applies to all information gathered by DW Tax Services via our website (https://dwtaxservices.com/), in-person meetings, telephone or email contact, and when we provide our services to you relative to tax work. It includes data collected from prospective and existing clients, people visiting our website, and those utilizing educational services from us. This policy does not apply to third party websites or services that may be accessed through our sites or which we may recommend as referrals. In accessing services under DW Tax Services, you accept the application of this policy.

Information We Collect

DW Tax Services retains the following categories of information from you to provide a comprehensive tax service and meet legal obligations:

Personal Information – Your name, address, date of birth, social security number (SSN), tax identification number (TIN), government issued picture identification.
Contact Information – Your phone number, email address, mailing address.
Banking Information – Your income information, bank account numbers including routing numbers, investment information, tax returns, payroll statements and other financial records, financial statements.
Business Information – Employer Identification Number (EIN), business forms of organization, corporate filings and other financial documents directly related to your business tax issues.
Legal & Compliance Information – Audits, IRS correspondence, legal matters, compliance issues.
Usage Information – Your use of our website and services such as your browsing data through our webpages including but not limited to IP address and device information including cookies and other analytics that will help us improve our website and services.

We gather the above information directly from you, through your agent(s) as provided for herein, in document portals for secure transmission and in some cases from third parties with permission.

Our Use of Your Information

DW Tax Services uses information collected from you in the following ways:

To provide tax planning, compliance, legal representation and consulting services customized to your needs;
To prepare, file, and manage your tax records and tax returns;
To communicate with you about appointments, service developments, and tax-related matters;
To authenticate you and protect both your accounts and your information;
To comply with our legal, regulatory and professional responsibilities such as anti-money laundering, and tax rules and requirements;
To enhance our website, client experience, and education offerings by analyzing website usage data;
To distribute educational materials, such as regulatory updates and service announcements (you may unsubscribe at any time).

Your information is never used for other purposes not related to your engagement with DW Tax Services without your permission.

Methods for Collecting Information

Data is gathered in a variety of ways, so that we may verify, authenticate and secure:

Directly from you: at engagement, via forms submitted on our website, by email, telephone or in person, or through documents you provide for tax preparation
From secure portals: you may be prompted to upload information to our site or access your client account via secure, encrypted portal
From authorized third-parties: we receive information directly from financial institutions, employers or trusted professionals (for example, accountants, attorneys) with your express permission
Via bots: website usage data is received via cookies, web beacons and analytics when you visit our site. This data allows us to analyze site functionality, security and integrity

These methods are established with your privacy in mind using their own secure protocols and clear consent requirements.

Legal Basis for Processing Your Information

DW Tax Services processes your personal information based on the following legal bases:

Performance of a Contract: To perform our contract with you in providing tax services.
Legal and Regulatory Compliance: To comply with applicable federal, state and local tax regulations and professional obligations.
Legitimate Interests: To operate and manage our business, including managing your engagement and interactions with us and improving the services we provide, clients we serve or to communicate with clients.
Consent: In certain cases, we will ask you for your specific consent (opt-in) prior to processing specific types of information, such as marketing or educational communications, and before collecting certain information from you.

We take measures to ensure that all processing is based on valid legal bases under data protection laws and in furtherance of our principles of openness and trust.

How We Protect Your Information

Your privacy and data protection are critical to DW Tax Services. We utilize a multi-tiered approach when it comes to your information, including:

Physical Security: Restricted office access, file cabinets with locks, security cameras and access/log in control
Digital Security: Encrypted storage, servers with encryption capabilities, firewalls and updated cybersecurity practices
Access Controls: Limited access to personal information based on employment status and a need-to-know basis only
Employee Training: Regular training on data privacy, confidentiality, and ethical collection and use of client information
Communications: Encrypted email and document sharing, secure website login for clients and private destruction of documents

We routinely evaluate and improve our security practices to ensure that we stay up to date with threats and current technology.

How Long We Retain Information and Where It Is Stored

DW Tax Services only retains your personal and financial information for as long as is necessary to fulfill the purpose of the information provided, along with obligations imposed and required by law and/or regulations, to resolve disputes or to enforce agreements. We typically keep client records for at least seven (7) years after the service was performed, as required by the IRS and industry best practices.

All data is stored on encrypted servers in the United States with strict controls and when no longer needed, securely destroyed by means of shredding, data wiping or other practices acceptable in the industry.

Disclosure and Sharing of Information

Your information is handled with the highest level of confidentiality at DW Tax Services. We do not sell, rent or trade your personal information. Information may be disclosed in the following situations:

With Your Permission: The information may be shared with third parties at your request or permission.
Service Providers: Trusted vendors (e.g., IT or secure document storage) are engaged; these companies are under contractual obligation to maintain the security of your information and use it for its intended purposes.
Legal Requirements: If disclosure is necessary by law, or court order, or in response to a law enforcement inquiry or other government request.
Protecting Rights: You may reasonably believe that it is necessary to do so in order to protect your legal rights or property, to protect our company, our clients or others, and to prevent fraud. Regulatory requirements concerning disclosure in these circumstances are expressly maintained.

Disclosures to third parties occur through contractual agreements and appropriate legal protections.

International Clients and Cross-Border Transfers of Information

If you are a client of DW Tax Services that has international tax compliance needs, your information may be transferred internationally as necessary to provide services or comply with regulations applicable to us. Any international transfer of data is carried out in accordance with relevant data protection regimes and using appropriate security measures, including encryption and secure transfer protocols. If you are located outside the United States, you authorize the transfer, storage and processing of your information in the United States by using our services.

Your Choices and Rights

DW Tax Services is committed to your privacy rights. Depending on the applicable jurisdiction, you may have the following rights:

Access: The right to request a copy of the personal data we hold about you.
Correction: The right to request correction of inaccurate or incomplete personal information.
Deletion: The right to request deletion of your personal information (subject to legal and contractual restrictions).
Restriction: The right to restrict or object to certain processing activities.
Portability: The right to request your information in a portable, machine-readable format.
Opt Out: The right to withdraw consent to marketing and educational communications at any time.

We will use reasonable efforts to respond, as required by applicable laws, to your exercise of these rights. To make such requests (or if you have other related questions), please contact us at [email protected] or (904) 753-4815.

Cookies and Other Online Tracking Tools

Our website (https://dwtaxservices.com/) uses cookies and similar technologies to improve your site experience, analyze our website traffic, and facilitate security within the site. Cookies are small data files that are stored on your hard drive, which help us remember our website visitors’ preferences, make navigation easier, and provide us with usage analytics.

You can enable or disable cookie settings through your web browser settings, including blocking cookies or deleting cookies. Please note that doing so may impact how our site performs. We do not utilize cookies to capture personal information or cross-site track visitors on unrelated websites, in accordance with applicable law. Additional information on our cookie usage and your choices may be reviewed via our Cookie Policy or by contacting us here.

Marketing, Education, Request to Stay in Touch

DW Tax Services may occasionally send you educational resources, regulatory news and notifications, newsletters and/or service announcements pertaining to products and services that we believe meet your needs and interests. We strive to communicate responsibly and respect your preferences in the following ways:

Consent: You will only receive marketing and informational emails from DW Tax Services if you have opted-in or have an existing client relationship with us.
Opt-Out: You can unsubscribe from receiving future notifications by following the opt-out instructions contained in the email or by contacting us directly at DW Company LLC [email protected]
No Third Parties: We do not sell or rent your contact information to any third parties for their marketing purposes.

In all instances, we send only information that we consider useful to you at the appropriate time to enhance your financial security and tax literacy.

Children’s Privacy

DW Tax Services does not knowingly collect or solicit personal information from anyone under the age of 13. Our services and website are intended only for adults and businesses seeking tax resolution. If we become aware that we have collected personal information from a child under age 13, we will delete that information. If you believe that a child has provided us with personal information, contact us at [email protected].

External Links

Our website and educational materials may provide links to third-party websites for your convenience or reference. DW Tax Services d/b/a DW Tax & Professional Services, PC is not responsible for the privacy practices, information or security of these external sites. We encourage you to read the privacy statements of any and all third-party websites and companies that collect personally identifiable information prior to the disclosure of any personal information.

Policy Updates

AirCastle may from time to time change this Privacy Policy to reflect changes in its practices, technology, law, or the services that we offer. We will notify you of any material changes by updating this policy and posting a notice to that effect on our website and, if appropriate to the nature of the changes, by providing additional notice. The date at the top of the page will identify the effective date of the policy. You are encouraged to review this privacy policy periodically to be aware of our current information protection guidelines.

Contact Us

DW Tax Services
501 W Bay St Ste 99
Jacksonville FL 32202
Phone: (904) 753-4815
E-mail: [email protected]
Website: https://dwtaxservices.com/

We respect your privacy very much and will respond immediately to any inquiries regarding your privacy or your rights relating to the use or security of your data.

By Using Our Services You Agree that You Have Read and Understood this Privacy Policy

By contacting us at DW Tax Services through our website, by phone or e-mail, or by visiting us in person you agree that you have read and understand this Privacy Policy and your continued use of these services constitutes acceptance of the terms and conditions contained in this Privacy Policy. We pride ourselves on maintaining your trust through the delivery of tax solutions under the highest levels of privacy and security.

California Consumer Privacy Rights

California Civil Code Section 1798.100 provides that a California resident has the following rights: to know whether his or her personal information is collected, the right to have his or her personal information deleted and the right to allow the resident to direct a business to not sell the resident’s personal information. DW Tax Services does not sell any personal information. To exercise your privacy rights under CCPA, or to ask for other information about our privacy practices, please notify us at [email protected] or (904) 753-4815. We will confirm your identity before we process any CCPA-related request. California Civil Code requires us to respond to CCPA-related requests on or before a certain time which is governed by law.

Notice to Residents in Other Countries/Regions

Depending on your location, additional privacy rights may apply including the rights set out in the General Data Protection Regulation (GDPR) for clients of the business within the European Economic Area (EEA). DW Tax Services will respect all relevant rights and comply with relevant data protection law. International clients should contact us for details of relevant rights and the safeguards we have in place to ensure data is lawfully transferred and processed.

Security Breach Notice

DW Tax Services uses all reasonable efforts to safeguard the unintended disclosure, loss or misuse of your information. If an unauthorized person acquires your personal information and we are required to notify you or the relevant public authority, we will provide you with the information we are required by law to provide, including information about the nature of the data compromised and the steps we take to mitigate harm and prevent future breaches.

Dispute Resolution and Complaints

If you have an inquiry or complaint related to our privacy practices, we invite you to reach out directly via [email protected] or (904) 753-4815. We are committed to addressing concerns fairly, promptly, and transparently. You may also have the right (depending on your jurisdiction) to contact a regulatory authority or seek other independent mediation regarding our response.

Effective Date of this Privacy Statement

This Privacy Policy is current as of June 2024. This Privacy Policy to the Sites supersedes all previous privacy policies and will remain in effect until replaced. We recommend that you print and keep a copy on file. You should revisit this web page to learn more about our collection and use of your data.

Final Statement and Call To Action

Your privacy is a cornerstone of the trust and value we provide as your legal tax partner at DW Tax Services. We remain committed to providing the utmost confidentiality, security and professionalism in every transaction and interaction with and for our clients. If you have any questions about this policy or would like to discuss your privacy concerns please contact us. Our friendly, knowledgeable, secure, personal tax professionals at DW Tax Services can help you find the right services at competitive rates for your unique situation. Call us at (904) 753-4815 or email [email protected] to learn more about our services or to set up your consultation and begin taking the next step toward financial freedom.