LAST UPDATED: SEPTEMBER 4, 2026
Privacy Policy
DLT Enterprises LLC is committed to safeguarding your privacy and protecting the sensitive financial and personal information you entrust to us. This policy outlines our standards for collecting, utilizing, and securing your data across all tax preparation and advisory engagements.
LEGAL & COMPLIANCE DISCLOSURES
Our Commitment to Privacy
Effective Date: September 4, 2026 | Last Revised: September 4, 2026. This Privacy Policy details how Dave's Tax Service operated by DLT Enterprises LLC collects, protects, utilizes, and strictly safeguards your personal, financial, and mobile communications data under Federal and Florida statutes.
1. Scope and Introduction
Dave's Tax Service ('we', 'our', or 'us') respects your privacy and is dedicated to protecting all personally identifiable and confidential financial information. This Privacy Policy applies to all services provided through our physical office located in Florida, our secure client portal, phone consultations, electronic mail, and automated or transactional SMS communications.
2. Information We Collect
In providing authorized tax preparation, bookkeeping, and advisory services, we collect information submitted directly by you, including: full legal name, Social Security Number (SSN), Individual Taxpayer Identification Number (ITIN), Employer Identification Number (EIN), residential address, email address, mobile telephone number, W-2 forms, 1099 statements, bank routing and account numbers for direct deposit refunds, and business financial ledgers.
3. Purpose and Legal Basis of Processing
Your confidential data is utilized exclusively to: (a) prepare and electronically file federal and state tax returns; (b) verify client identity to prevent filing fraud; (c) communicate required appointment reminders, filing status updates, and signature requests; and (d) satisfy mandatory reporting under Internal Revenue Code (IRC) § 7216 and Gramm-Leach-Bliley Act (GLBA) provisions.
4. SMS & Mobile Communications Compliance Clause
Dave's Tax Service maintains rigorous standards regarding mobile communications and text messaging compliance:
MANDATORY NON-SHARING COMPLIANCE DISCLOSURE
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with or transferred to any third parties under any circumstances.
Mobile consent is gathered exclusively for operational client service reminders, filing updates, and two-factor identity verification. Message frequency varies by service tier. Message and data rates may apply. You may reply STOP at any time to cancel SMS notifications or HELP for assistance.
5. Compliance with IRS § 7216 & GLBA Safeguards
Under Internal Revenue Code Section 7216, Dave's Tax Service is strictly prohibited from disclosing or using any tax return information for any purpose other than preparing, assisting in preparing, or filing your tax return, unless formal, affirmative written consent is provided directly by the taxpayer. We enforce federal administrative, technical, and physical safeguards mandated by the Gramm-Leach-Bliley Act (GLBA) Financial Privacy Rule.
6. Third-Party Service Processors
We do not sell, rent, or trade your personal data. Data is transmitted securely only to essential, certified third-party service providers bound by strict confidentiality covenants: (a) authorized electronic tax transmission clearinghouses (IRS MeF platform and state Departments of Revenue); (b) SOC-2 compliant encrypted client portal providers; and (c) banking partners executing client-authorized refund transfers.
7. Data Security and Technical Protocols
We deploy enterprise-grade security controls including 256-bit SSL/TLS encryption for all data in transit and AES-256 encryption for data at rest. Physical files stored on premises are housed within restricted-access, fire-rated security vaults. Multi-factor authentication (MFA) is strictly required across all internal preparer terminals and cloud portals.
8. Data Retention Schedules
In accordance with IRS Treasury Circular 230 and state statutory requirements, Dave's Tax Service retains completed tax filings, workpapers, and client consent authorizations for a minimum statutory period of seven (7) years following filing completion. After the mandatory retention threshold expires, records are permanently purged via certified digital destruction methods.
9. Your Privacy Rights and Opt-Outs
Clients have the continuous right to access, inspect, and request corrections to their personal contact records. You may revoke consent for optional transactional reminders at any time. Due to legal retention mandates under IRS oversight, historic filed tax returns cannot be deleted prior to the expiration of the statutory audit period.
10. Cookies and Tracking Technologies
Our website uses essential technical cookies required for session security, client portal authentication, and basic anonymous site telemetry. We do not engage in behavioral cross-site retargeting advertising or sale of browsing histories.
11. Protection of Children's Privacy
Our services and website are not directed to individuals under 18 years of age. Minor dependent data (such as SSNs for Child Tax Credits) is gathered exclusively with direct parental authorization as required for tax filing completion.
12. State-Specific Disclosures
For Florida residents and clients residing in jurisdictions with specific consumer data privacy legislation (such as California CCPA/CPRA), we affirm that Dave's Tax Service has not sold, shared, or transferred any personal information to third parties in the preceding 12 months.
13. Revisions to this Privacy Policy
We reserve the right to amend this Privacy Policy periodically to reflect changes in IRS guidelines, state laws, or operational procedures. When updates are published, the revised date at the top of this statement will be updated accordingly.
14. Contact and Compliance Office
If you have questions, privacy inquiries, or wish to exercise statutory data rights, please contact our compliance administrator:
Dave’s Tax Service
Operated by DLT Enterprises LLC
3800 Inverrary Blvd, Suite 400R
Lauderhill, FL 33319
954-549-4542
[email protected]
Business Phone: 954-549-4542
SMS/Text Line: 754-999-9374
Email: [email protected]
Providing meticulous, client-first tax preparation, strategic filings, and comprehensive IRS advisory for individuals and expanding businesses.
Direct Contact
Office: 3800 Inverrary Blvd, Suite 400R
Lauderhill, Florida 33319
Phone: 754 999-9374
Email: [email protected]
Hours: Mon - Fri: 10:00 AM - 7:00 PM
Sat: 9:00 AM - 2:00 PM (By Appt)
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