DPI Data Policy

DPI Tax Service respects your privacy. DPI Tax Service collects nonpublic personal information about you to confirm appointments and to file an accurate completed tax return. This information includes your email address, phone number, mailing address, and payment information. We collect this information from various sources, including:

Interviews regarding your tax situation.
Applications, engagement letters, tax organizers, or other documents that supply such information as your name, address, telephone number, social security number, number of dependents, income, and other tax-related data.
Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099-R,1099-INT and 1099-DIV, and stock transactions
We collect information in Calendly when scheduling an appointment.
We collect information in person during an interview, via a secure email, and/or a secure dropbox.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law.

We restrict access to personal information concerning you, except to our ERO (Electronic Return Originator) and employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.

We receive, collect and store any information you enter on our website. In addition, we collect the Internet protocol (IP) address used to connect your computer to the Internet; login; e-mail address; password; computer and connection information and purchase history. We may use software tools to measure and collect session information, including page response times, length of visits to certain pages, page interaction information, and methods used to browse away from the page.

Our company is hosted on the Wix.com platform. Wix.com provides us with the online platform that allows us to sell our products and services to you. Your data may be stored through Wix.com’s data storage, databases and the general Wix.com applications. They store your data on secure servers behind a firewall.

Customer information is NEVER shared with third parties/affiliates for marketing/promotional purposes.

*To change any pertinent information, please contact DPI Tax Service at info@dpitaxes.com

We reserve the right to modify this privacy policy at any time, so please review it frequently. Changes and clarifications will take effect immediately upon their posting on the website. If we make material changes to this policy, we will notify you here that it has been updated, so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we use and/or disclose it.