Privacy Policy
Davis & Freeman Tax and Financial Services LLC
Effective Date: October 29, 2026
1. Introduction
Davis & Freeman Tax and Financial Services LLC ("Davis & Freeman," "we," "our," or "us") respects your privacy and is committed to protecting the personal and financial information entrusted to us.
This Privacy Policy explains how we collect, use, maintain, and disclose information when you visit our website, contact us, or use our tax preparation, tax planning, bookkeeping, and related services.
2. Information We Collect
Depending on how you interact with our business, we may collect the following types of information:
Personal information: Name, mailing address, email address, telephone number, and other contact details.
Tax and financial information: Social Security numbers, income information, employment details, financial records, tax documents, and other information necessary to provide requested services.
Business information: Business contact details, income and expense records, bookkeeping information, and other relevant business records.
Payment information: Information related to payments for our services, including transaction details and payment confirmations.
Website information: Information related to visits to and interactions with our website, which may include technical information, website usage data, and search performance information.
We collect information directly from clients and prospective clients through communications, appointments, online intake forms, and documents submitted for our services. We may also receive information from third parties when authorized by you or as otherwise permitted by law.
Our online intake forms are used to collect basic contact and service-related information. We do not request Social Security numbers, tax documents, or other sensitive tax and financial information through these forms.
Clients may provide information through direct communications, including email, and through designated document-submission methods. For sensitive tax and financial documents, we encourage clients to use secure document-submission links provided through our tax preparation software or other designated service providers.
3. How We Use Your Information
We use the information we collect to:
Prepare and assist with federal and state tax returns.
Provide tax planning, bookkeeping, and financial support services.
Respond to questions and communicate with clients.
Coordinate appointments and manage client relationships.
Process payments and maintain business records.
Meet applicable legal, regulatory, and professional obligations.
Maintain and improve our website and services.
We use personal and financial information only as permitted by applicable law and as necessary to provide our services.
4. How We Share Information
We do not sell your personal information.
We may share information when necessary to provide requested services, including with third-party service providers that support our business operations. These may include tax preparation and e-filing software providers, secure document exchange platforms, electronic signature services, payment processors, banking institutions, website hosting providers, and other technology or administrative service providers.
These providers may process information on our behalf in accordance with their respective privacy policies, contractual obligations, and applicable laws.
We may also disclose information when required by law, regulation, court order, or other legal process, or when authorized by you.
We do not disclose tax return information for purposes unrelated to providing our services except as permitted or required by applicable law.
5. Protection of Your Information
We take the confidentiality and protection of client information seriously. We use safeguards designed to protect personal and financial information against unauthorized access, use, or disclosure.
We encourage clients to use designated secure document-submission methods when providing sensitive tax or financial information rather than sending such documents through ordinary email or general website forms.
No method of electronic transmission or storage is completely secure.
6. Information Retention
We retain personal and financial information for as long as reasonably necessary to provide services, maintain business records, comply with applicable legal and regulatory requirements, and resolve disputes.
When information is no longer needed, we take appropriate steps to dispose of it in accordance with applicable requirements and our record-retention practices.
7. Cookies and Website Technologies
Our website uses cookies and similar technologies to support website functionality, maintain website security, and improve the visitor experience. Non-essential cookies are restricted through our website's cookie consent settings.
We may collect website usage and traffic information through website analytics and search performance tools. This information helps us understand how visitors find and interact with our website and improve its performance.
Visitors may manage cookie preferences through the cookie consent banner or their browser settings. Disabling certain cookies may affect website functionality.
8. Third-Party Websites and Services
Our website and business operations may involve third-party websites or services for forms, payments, document submission, website hosting, and other business functions.
These third parties maintain their own privacy policies and practices. Davis & Freeman is not responsible for the privacy or security practices of websites and services that we do not operate.
We encourage you to review the privacy policies of any third-party services you use.
9. Your Privacy Choices
You may contact us with questions about the personal information you have provided or to request an update to your contact information.
Certain information may need to be retained to fulfill legal, tax, regulatory, or professional obligations. Requests involving tax return information are subject to applicable federal and state privacy requirements.
10. Children's Privacy
Our website and services are intended for individuals and businesses seeking tax and financial services. We do not knowingly collect personal information directly from children through our website without appropriate authorization.
11. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our business practices, services, or applicable requirements.
Any updates will be posted on this page with a revised effective date.
12. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Davis & Freeman Tax and Financial Services LLC
Email: davisfreemantax@gmail.com