Privacy Policy

Effective Date: August 2, 2026

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DLouise Tax respects your privacy and is committed to protecting the personal information you provide through this website and through our professional services.

This Privacy Policy explains how [FULL LEGAL NAME OR BUSINESS ENTITY], doing business as DLouise Tax, collects, uses, stores, and discloses information obtained through this website, contact forms, email, telephone calls, text messages, appointments, client portals, and tax or financial services.

In this Policy, “DLouise Tax,” “we,” “us,” and “our” refer to the owner and operator of this website.

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1. Information We Collect

Depending on how you interact with DLouise Tax, we may collect the following information:

Contact and identification information

This may include:

• Name

• Email address

• Telephone number

• Mailing address

• Preferred communication method

• Information included in messages or inquiries

Service-related information

When you inquire about or engage us for services, we may collect information such as:

• The type of tax or financial service requested

• Filing status or general tax circumstances

• Business information

• Appointment information

• Communications regarding your inquiry or engagement

• Documents or information you voluntarily provide

Tax and financial information

If you become a client, we may collect information needed to provide tax preparation, tax planning, consulting, or related services, including:

• Social Security numbers or taxpayer identification numbers

• Dates of birth

• Dependent information

• Income and expense information

• Tax forms and tax returns

• Banking or payment information

• Employment and business information

• Property, investment, and retirement information

• Government notices

• Other financial or tax-related records

Please do not send sensitive tax documents, Social Security numbers, banking information, identity documents, or complete tax records through an ordinary website contact form, standard email, or text message unless DLouise Tax specifically instructs you to do so.

Website and technical information

When you visit the website, certain information may be collected automatically, such as:

• Internet Protocol address

• Browser type

• Device type

• Operating system

• Pages viewed

• Date and time of visits

• Referring website

• Approximate location based on IP address

• Cookie and analytics information

2. How We Collect Information

We may collect information when you:

• Complete a website contact form

• Schedule an appointment

• Call, email, or text DLouise Tax

• Subscribe to updates or educational content

• Engage us for tax or other professional services

• Upload documents through an approved portal

• Make a payment

• Interact with our website, advertisements, or social-media pages

• Otherwise voluntarily provide information to us

Some technical information may be collected automatically through Wix, cookies, analytics tools, and related technologies.

3. How We Use Information

We may use personal information to:

• Respond to questions and service inquiries

• Schedule and manage appointments

• Determine whether we can provide requested services

• Prepare tax returns and provide tax planning or consulting services

• Request documents or additional information

• Communicate regarding deadlines, filings, payments, and service updates

• Send appointment confirmations and reminders

• Maintain client records

• Process payments and invoices

• Operate, maintain, and improve the website

• Monitor website performance and usage

• Protect against fraud, misuse, data theft, or unauthorized access

• Comply with legal, regulatory, professional, tax, and recordkeeping obligations

• Enforce our agreements and policies

• Provide educational information where permitted by law

We do not use client tax return information for unrelated purposes except as permitted by law or with any consent required under applicable law.

Federal rules restrict how tax return preparers may use and disclose information provided in connection with tax preparation. The IRS maintains specific guidance concerning Section 7216 and taxpayer consent.

4. Text Messaging and Mobile Information

When you voluntarily provide your mobile telephone number and affirmatively consent to text messaging, DLouise Tax may send text messages related to:

• Your inquiry

• Appointments

• Requested services

• Document reminders

• Filing or service updates

• Deadlines

• Account or payment matters

• Customer support

Message frequency varies. Message and data rates may apply.

You may opt out of text messages at any time by replying STOP. You may reply HELP for assistance.

Consent to receive text messages is not a condition of purchasing services.

Mobile information and text messaging opt-in data and consent will not be sold or shared with third parties or affiliates for marketing or promotional purposes.

This restriction does not prevent us from using service providers that assist with the technical delivery of messages, provided the information is used only to operate the messaging service and not for the provider’s own marketing purposes.

Wireless carriers may have access to message information as necessary to transmit text messages. Carriers are not responsible for delayed or undelivered messages.

Consumers may revoke consent to robocalls or robotexts through any reasonable method, and senders must honor valid opt-out requests.

5. Email and Other Communications

We may use the contact information you provide to respond to inquiries and communicate regarding requested services.

We may also send general educational or business-related information when permitted by law. You may ask us to stop sending nonessential emails by using any unsubscribe option provided or by contacting us directly.

Opting out of promotional communications does not prevent us from sending communications necessary to provide services, respond to inquiries, comply with legal obligations, or manage an existing client relationship.

6. How We Share Information

DLouise Tax does not sell personal information for monetary compensation.

We may disclose information only as reasonably necessary in the following circumstances:

Service providers

Information may be shared with companies that help us operate the website or business, such as:

• Wix and website-hosting providers

• Secure client portal providers

• Tax preparation software providers

• Payment processors

• Scheduling systems

• Email and text messaging providers

• Cloud storage or document-management providers

• Information technology and cybersecurity providers

• Professional advisers

These providers may receive only the information reasonably necessary to perform services for DLouise Tax.

Government and taxing authorities

When authorized or required in connection with services, information may be disclosed to:

• The Internal Revenue Service

• State or local taxing authorities

• Other government agencies

• Authorized e-filing transmitters

Legal and regulatory requirements

We may disclose information when reasonably necessary to:

• Comply with a law, subpoena, court order, or governmental request

• Protect the rights, property, or safety of DLouise Tax, our clients, or others

• Prevent fraud, identity theft, cybersecurity threats, or unlawful conduct

• Enforce an agreement

• Comply with professional or regulatory obligations

Business transfers

If DLouise Tax is sold, reorganized, merged, or transferred, information may be included in the transaction subject to applicable confidentiality, tax, and privacy requirements.

Tax return information will not be disclosed or used in a manner prohibited by applicable federal law. Where separate taxpayer consent is legally required, a general website privacy policy is not a substitute for that consent.

7. Taxpayer Information and Confidentiality

DLouise Tax treats taxpayer information as confidential and uses it to provide requested services and fulfill applicable legal and professional obligations.

Tax professionals are expected to maintain safeguards for client data, and federal requirements apply to written information-security plans for tax preparation businesses. IRS Publication 4557 addresses these responsibilities and related safeguards.

Information provided in connection with tax preparation may be subject to additional protections and restrictions under federal tax law, including Internal Revenue Code Section 7216 and related regulations.

Nothing in this Privacy Policy authorizes a use or disclosure that would otherwise require a separate written taxpayer consent.

8. Cookies and Analytics

This website may use cookies and similar technologies to:

• Operate website features

• Remember visitor preferences

• Understand website traffic

• Analyze visitor behavior

• Improve website design and performance

• Help prevent fraud and security threats

Some cookies may be placed by Wix or other third-party service providers.

You may be able to manage cookies through the cookie banner on this website or through your browser settings. Disabling certain cookies may affect website functionality.

Wix recommends that site owners explain the cookies used and how visitors may manage them.

9. Payments

Payments may be processed through a third-party payment provider.

DLouise Tax may receive limited payment-related information, such as payment status, amount, transaction date, and the last digits of a payment method. Full payment-card information may be collected and processed directly by the payment provider rather than stored by DLouise Tax.

The payment provider’s own privacy policy and terms also apply.

10. Data Security

DLouise Tax uses reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, alteration, or disclosure.

These safeguards may include:

• Password-protected systems

• Multifactor authentication where available

• Secure tax preparation and document systems

• Limited access to client information

• Software and device security protections

• Secure disposal or deletion practices

• Staff or contractor confidentiality requirements, when applicable

No website, email system, text message, internet transmission, or electronic storage system can be guaranteed to be completely secure. You provide information electronically at your own risk.

Do not send highly sensitive tax information by text message or ordinary email unless specifically directed to do so.

11. Data Retention

We may retain personal information for as long as reasonably necessary to:

• Provide services

• Maintain tax and business records

• Comply with legal, professional, insurance, and regulatory obligations

• Resolve disputes

• Enforce agreements

• Prevent fraud or security incidents

Retention periods may vary depending on the type of information and the services provided.

Information that is no longer reasonably required may be securely deleted, destroyed, or anonymized, subject to legal and professional recordkeeping obligations.

12. Children’s Privacy

This website and our services are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13 through this website.

A parent, legal guardian, or taxpayer may provide information concerning a dependent when reasonably necessary for tax preparation or related services.

13. Third-Party Websites

This website may contain links to third-party websites, including government agencies, payment providers, scheduling services, social-media platforms, and educational resources.

DLouise Tax does not control and is not responsible for the privacy, security, or content practices of third-party websites. You should review the policies of any third-party site you visit.

14. Your Privacy Choices

Depending on the circumstances and applicable law, you may request that we:

• Update or correct your contact information

• Stop sending promotional communications

• Stop sending text messages

• Explain how certain information is used

• Delete information that we are not legally or professionally required to retain

Some requests may be limited by tax-record retention requirements, legal obligations, professional standards, security needs, or the rights of other individuals.

To make a request, contact us using the information below. We may need to verify your identity before acting on the request.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, website, services, technology, or legal obligations.

The revised Policy will be posted on this page with a new effective date. Material changes may also be communicated through the website or another reasonable method.

16. Contact Us

Questions, requests, or concerns regarding this Privacy Policy may be directed to:

DLouise Tax
Operated by: Deborah L. Dingess
Email: DLdingess9@gmail.com
Phone: 740-566-5512