Effective Date: May 14, 2026 Last Updated: May 14, 2026
DR Tax and Business Solutions (“we,” “our,” “us,” or the “Company”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at https://drtaxandbusinesssolutions.com/, use our tax preparation, accounting, or bookkeeping services, or otherwise engage with us.
As a tax preparation firm, accounting service, and bookkeeping service provider, we are subject to specific legal and ethical obligations under:
This Policy applies to information collected through:
By using our services, you consent to the collection, use, and disclosure of your information as described in this Policy. If you do not agree with these terms, please do not use our website or services.
We collect two types of information: Personal Data (identifies you) and Non-Personal Data (does not identify you).
| Category | Examples |
|---|---|
| Identity Information | Full name, date of birth, Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), Employer Identification Number (EIN) |
| Contact Information | Email address, phone number, physical address, mailing address |
| Tax and Financial Information | Income (W-2, 1099, etc.), deductions, credits, bank account numbers, investment statements, business financial records, prior tax returns |
| Dependent Information | Names, SSNs, and relationship of dependents |
| Payment Information | Credit/debit card details, billing address |
| Communications | Records of our conversations (phone, email, video calls, in-person) |
| Category | Examples |
|---|---|
| Device Data | IP address, operating system, browser type, device identifiers |
| Usage Data | Pages visited, time spent, links clicked, search queries |
| Cookies and Tracking | Session cookies, persistent cookies, analytics tools |
We may receive information about you from:
We use your information for the following purposes:
| Purpose | Legal Basis |
|---|---|
| Prepare and file federal and state tax returns | Contractual obligation / Legal requirement |
| Provide bookkeeping and accounting services | Contractual obligation |
| Process payments and refunds | Contractual obligation |
| Communicate with you about your tax situation | Contractual obligation |
| Respond to IRS or state tax authority inquiries | Legal requirement |
| Detect and prevent fraud | Legitimate interest |
| Improve our website and services | Legitimate interest |
| Comply with record-keeping requirements (7 years) | Legal requirement |
| Defend against legal claims | Legal requirement |
DR Tax and Business Solutions is classified as a “financial institution” under the Gramm-Leach-Bliley Act (GLBA) and is subject to the FTC Safeguards Rule (16 CFR Part 314) .
In compliance with this rule, we have implemented a Written Information Security Program (WISP) that includes:
As required by the FTC Safeguards Rule (effective June 9, 2023), we require Multi-Factor Authentication (MFA) for all systems, applications, and devices that access client information.
MFA requires at least two of the following:
You may be required to use MFA when accessing any client portal or secure system we provide.
We adhere to the Statement on Standards for Tax Services (SSTS) issued by the AICPA, effective January 1, 2024. Specifically:
Your consent to receive SMS messages is strictly for communication purposes with DR Tax and Business Solutions related to appointments, tax filing reminders, and document requests.
SMS consent and phone numbers are NOT shared with any third parties or affiliates for their own marketing purposes. Your phone number will only be used for the specific communication you requested.
You may unsubscribe from SMS at any time by replying STOP or UNSUBSCRIBE to any of our messages. For help, reply HELP.
Message and data rates may apply. Message frequency varies based on your interaction with us.
When you opt into SMS, we collect your mobile phone number, name, and (if applicable) appointment details.
We may share your information only in the following circumstances:
| Recipient | Reason |
|---|---|
| Tax software providers | To prepare and file your tax returns (e.g., Drake, UltraTax, Lacerte) |
| Payment processors | To process your payments (e.g., Stripe, Square) |
| Cloud storage providers | To securely store your documents (e.g., Box, Dropbox Business) |
| IRS and state tax authorities | As required by law to file your returns |
| Legal or government authorities | When required by subpoena, court order, or applicable law |
| Successor organization | In the event of a merger, acquisition, or sale of assets |
We DO NOT sell your personal information to third parties.
We implement the following security measures:
However, no method of transmission over the Internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.
We retain your personal information as required by law and professional standards:
| Type of Information | Retention Period |
|---|---|
| Tax returns and supporting documents | 7 years (per IRS record-keeping requirements) |
| Bookkeeping records | 7 years |
| Client communications | 3-5 years |
| Payment information | As long as needed for fraud prevention (typically 3-5 years) |
After the retention period expires, we will securely delete or anonymize your information.
Depending on your state of residence (e.g., California, Virginia, Colorado, Connecticut), you may have the following rights:
| Right | Description |
|---|---|
| Right to Know | Request disclosure of what personal information we collect, use, and share |
| Right to Access | Request a copy of your personal information |
| Right to Correct | Request correction of inaccurate information |
| Right to Delete | Request deletion of your personal information (subject to legal retention requirements) |
| Right to Opt-Out | Opt-out of the sale of personal information (we do not sell data) |
| Right to Non-Discrimination | We will not discriminate against you for exercising these rights |
If you are a California resident, California law provides you with additional rights regarding your personal information. To exercise any of these rights, please contact us using the information in Section 18.
Note: We cannot delete tax information required to be retained by the IRS or state tax authorities (typically 7 years).
You may opt-out of marketing emails by clicking the “unsubscribe” link in any marketing email or by contacting us directly.
Our services are not intended for children under 13. We do not knowingly collect personal information from children under 13. If we discover that we have inadvertently collected such information, we will delete it immediately.
For tax purposes: We may collect information about dependent children (names, SSNs, birth dates) as required by the IRS for tax return preparation. This information is used solely for tax filing purposes.
We may use third-party service providers to assist with:
All third-party providers are contractually required to:
If we outsource any part of your tax preparation to a third party (including offshore providers), we will notify you in advance as required by SSTS No. 7.
We primarily store and process data within the United States. If we use third-party providers that store data outside the U.S., we ensure appropriate safeguards are in place (e.g., Standard Contractual Clauses).
In the event of a data breach affecting your personal information:
We reserve the right to update this Policy at any time. If we make material changes:
Your continued use of our services after any changes constitutes your acceptance of the revised Policy.
Our Written Information Security Program (WISP) is available for review by regulatory authorities upon request. Clients may request a summary of our security practices by contacting us directly.
If you have questions about this Privacy Policy, wish to exercise your data rights, or would like to report a security concern:
DR Tax and Business Solutions 300 W Hargett St #324, Raleigh, NC 27601
By Email: rkesenia@gmail.com
By Phone: (786) 468-4328