Last Updated: April 29, 2026
DR&V Financial Services LLC (“we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website drvfinancialservices.com, use our services, or communicate with us through any channel including phone, email, text message (SMS/MMS), WhatsApp, or social media.
By accessing our website or using our services, you agree to the terms of this Privacy Policy. If you do not agree, please do not use our website or services.
1. Information We Collect
We may collect the following types of information:
Personal Information You Provide:
Full name, date of birth, Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)
Home address, email address, and phone number
Financial information (income, credit history, tax records, bank statements)
Business information (EIN, business name, formation documents)
Immigration-related documents (when applicable)
Insurance-related information (health, property, business details)
Any other information you voluntarily provide to us
Information Collected Automatically:
IP address, browser type, device information
Pages visited, time spent on pages, referring URLs
Cookies and similar tracking technologies
Information From Third Parties:
Credit bureaus (Equifax, Experian, TransUnion)
IRS and state tax agencies (with your authorization)
Insurance carriers and lenders (with your authorization)
2. How We Use Your Information
We use the information we collect to:
Provide our services, including tax preparation, credit repair, business formation, insurance, notary services, and loan/funding assistance
Communicate with you regarding your account, services, and updates via phone, email, text message (SMS/MMS), or WhatsApp
Process transactions and send related notices
Respond to your inquiries and provide customer support
Comply with legal and regulatory requirements, including IRS e-file mandates
Improve our website, services, and customer experience
Send promotional communications (with your consent)
3. Text Message (SMS/MMS) Communications
By providing your phone number and opting in, you consent to receive text messages from DR&V Financial Services LLC. These messages may include:
Appointment reminders and confirmations
Service updates and status notifications
Document requests and follow-ups
Promotional offers and announcements (with your separate consent)
Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any text message. For help, reply HELP or contact us at the information below.
We will never sell, rent, or share your phone number or opt-in information with third parties for their marketing purposes. Your consent to receive text messages is not a condition of purchasing any goods or services.
4. Sharing and Disclosure of Information
We may share your personal information only in the following circumstances:
Service Providers: With trusted third-party vendors who assist us in delivering our services (e.g., credit bureaus, tax software providers, insurance carriers, lenders)
Legal Compliance: When required by law, regulation, or legal process (e.g., IRS, state agencies, court orders)
With Your Consent: When you have given us explicit authorization to share your information
Business Transfers: In connection with a merger, acquisition, or sale of assets
We do NOT sell your personal information to third parties.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. These measures include encrypted data transmission (SSL/TLS), secure file storage, password-protected systems, and limited access controls. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
6. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, comply with legal obligations (including IRS record-keeping requirements), resolve disputes, and enforce our agreements. Tax-related records are retained for a minimum of seven (7) years as required by law.
7. Your Rights and Choices
Depending on your location, you may have certain rights regarding your personal information, including:
The right to access, correct, or delete your personal information
The right to opt out of promotional communications
The right to opt out of text message communications by replying STOP
The right to request information about how your data is shared
To exercise any of these rights, please contact us using the information below.
8. Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You can control cookies through your browser settings. Disabling cookies may affect certain features of our website.
9. Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies before providing personal information.
10. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us immediately.
11. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last Updated” date. Your continued use of our website or services after changes constitutes acceptance of the revised policy.
12. Contact Us
DR&V Financial Services LLC
Miami, FL
Website: drvfinancialservices.com
Phone: +1 (561) 497-6334
Email: info@drvfinancialservices.com