TAX SERVICES PRIVACY POLICY

Tax Services Privacy Policy

This Privacy Policy applies specifically to tax preparation and filing services provided by DR&V Financial Services LLC (“the Company”).

For general privacy practices, including website usage, SMS, WhatsApp, and marketing communications, please refer to our main Privacy Policy.

Information We Collect

We may collect sensitive personal and financial information, including:

  • Full name
  • Phone number
  • Email address
  • Address
  • Social Security Number (SSN)
  • Income documents
  • Tax forms (W-2, 1099, etc.)
  • Dependent information
  • Financial records

How We Use Your Information

We use your information strictly for:

  • Tax preparation
  • Filing tax returns
  • Compliance with IRS regulations
  • Communicating updates regarding your tax filings

We may also use your information to ensure compliance with applicable federal and state tax laws.

Authorization to Use and Share Information

By using our services, you authorize DR&V Financial Services to use and share your information as necessary to prepare and file your tax returns.

Your information may be shared with:

  • The Internal Revenue Service (IRS)
  • State tax authorities
  • Authorized service providers

Information Sharing

We do not sell or share your tax information for marketing purposes.

We do not share your mobile information with third parties for marketing purposes.

Confidentiality and Data Protection

We implement strong administrative, technical, and physical safeguards to protect your confidential tax information.

We comply with applicable data protection and privacy regulations, including IRS requirements for safeguarding taxpayer information.

Use of Third-Party Services

We may use secure third-party tools or platforms to assist in tax preparation and filing. These providers are required to maintain the confidentiality and security of your information.

Client Responsibility

You are responsible for providing accurate, complete, and truthful information.

Failure to do so may result in errors in your tax return or delays in processing.

Third-Party Responsibility

Once your information is submitted to the IRS or tax authorities, their privacy and data handling policies will apply.

No Guarantee of Outcome

DR&V Financial Services does not guarantee specific tax outcomes, refunds, or benefits.

Results depend on the accuracy of the information provided and applicable tax laws.

Communication

For information regarding SMS, WhatsApp, and marketing communications, please refer to our main Privacy Policy.

Contact Information

DR&V Financial Services LLC
Email: drvfinancials@aol.com
Phone: (954) 654-0297

If you have any questions regarding this Privacy Policy, you may contact us using the information above.