​

1. Introduction

Daniel Rivers LLC, doing business as Daniel Rivers Tax (“Daniel Rivers Tax,” “we,” “us,” or “our”), respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit danielriverstax.com, submit a website form, contact us, or communicate with us about tax-preparation services. Additional terms or notices may apply to specific services.

This website policy is not a substitute for any separate privacy notice, consent, or disclosure required for tax-preparation services. If you become a tax-preparation client, we may provide additional notices or authorizations as required by law.

2. Information We Collect

Depending on how you interact with us, we may collect the following categories of information:

• Contact and inquiry information, such as your name, email address, phone number, and the contents of messages you send us.

• Waitlist information, such as contact details you choose to provide so we can contact you about service availability and related waitlist updates.

• Service-related information that you voluntarily provide when asking about or arranging tax-preparation services.

• Tax and financial information needed to prepare a tax return, which should be provided through our designated secure client portal or other secure method we specifically authorize, not through a general website contact or waitlist form.

• Technical and usage information that may be collected by the website platform or enabled tools, such as IP address, browser/device information, pages viewed, and cookie or similar technology data. The actual information collected depends on the website settings and tools in use.

Please do not submit Social Security numbers, tax returns, W-2s, 1099s, identity documents, account numbers, or other sensitive tax information through a general website contact form, social-media direct message, or ordinary email unless we have specifically instructed you to use an approved secure method.

3. How We Use Information

We may use information for purposes such as:

• Responding to questions and requests you send us.

• Managing the waitlist and contacting you about availability and related updates when you have provided your contact information for that purpose.

• Communicating about tax-preparation services, scheduling, onboarding, fees, documents needed, and the status of work you have requested.

• Providing, administering, securing, and improving our website and services.

• Maintaining business records, preventing fraud, troubleshooting technical issues, and protecting our legal rights.

• Sending occasional promotional or service-related messages only where permitted by applicable law and, when required, after obtaining the appropriate consent.

We do not treat submission of a phone number for waitlist updates as automatic consent to receive promotional text messages. Where separate consent is required, we will seek it separately. You can ask us not to send promotional communications, subject to any legally required or operational messages.

4. Tax Return Information and Confidentiality

We handle tax return information as confidential. Federal law, including Internal Revenue Code Section 7216 and related regulations, restricts tax return preparers' use and disclosure of tax return information. We use and disclose tax return information only as authorized or permitted by applicable law, as necessary to provide tax-preparation services, or as otherwise properly authorized by you where required.

We do not sell tax return information. We do not use or disclose tax return information for unrelated purposes merely because it is available to us. Where applicable law requires a specific taxpayer consent for a use or disclosure, a general website privacy policy does not replace that separate consent.

5. How We Share Information

We may disclose information in limited circumstances, including:

• To service providers that help operate our website, forms, email, client communications, secure document exchange, tax-preparation workflow, or business systems, to the extent needed for their services and subject to appropriate safeguards.

• When you direct us to share information or provide a valid authorization where required.

• When disclosure is required by law, legal process, or a lawful request from a government authority.

• When reasonably necessary to investigate fraud, protect the security of our systems or users, enforce our agreements, or protect rights and safety, subject to applicable law.

• With the IRS and your state tax authority, to file returns and provide the services you engaged with us for.

We do not sell personal information for money. This policy does not authorize any use or disclosure of tax return information that is prohibited by applicable law.

6. Cookies, Analytics, and Website Technologies

The website platform and any tools enabled on the site may use cookies or similar technologies for essential website functions, security, preferences, performance measurement, or analytics. The specific technologies in use may change as the website is configured. We will update this section if we enable analytics, advertising pixels, or other non-essential tracking tools.

You can manage cookies through your browser settings. Blocking some cookies may affect how parts of the website work. Browser controls do not necessarily disable every form of measurement or tracking.

7. Text Messages and Email

If you provide contact information, we may use it to respond to your inquiry or provide the updates you requested. We may send service-related communications concerning a request or engagement. Promotional text messages or marketing emails will be sent only where permitted by applicable law and after any required consent has been obtained. Message and data rates may apply to text messages. Where applicable, you may opt out of promotional texts by replying STOP or use the unsubscribe method provided in a marketing email. We may still send non-promotional messages necessary to respond to a request or provide a service.

8. Data Security

We use administrative, technical, and physical safeguards designed to protect information, taking into account the nature and sensitivity of the information and the services we provide. Safeguards include access controls, multi-factor authentication, encrypted storage, secure document exchange, device and network protections, backups, and secure handling of physical records.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security. Please use only the secure method we designate for exchanging tax documents and sensitive information.

9. Retention and Disposal

We retain information for as long as reasonably necessary for the purposes described in this policy, including responding to requests, providing services, maintaining required business and tax records, resolving disputes, and meeting applicable legal or regulatory obligations. Retention periods may vary by information type and context. When information is no longer needed and no retention obligation applies, we take reasonable steps to securely delete, destroy, or de-identify it.

10. Third-Party Websites and Services

Our website or communications may link to third-party websites or services. Those third parties operate under their own privacy practices, which we do not control. Review their privacy policies before providing information. Our use of a service provider does not mean that the provider's privacy policy is part of this policy.

11. Your Choices and Requests

You may contact us to ask questions about this policy, update contact information, or request that we stop sending optional promotional communications. We will review requests in light of applicable law and any legitimate record-retention obligations. Some information may need to be retained to provide services, maintain required records, or comply with legal obligations. You may also request access to, correction of, or deletion of your personal information. We will honor these requests subject to records we are required to keep by law or professional standards.

12. Children's Privacy

Our website is intended for people seeking tax-preparation services and is not directed to children under 13. We do not knowingly seek to collect personal information directly from children under 13 through the website. If you believe a child has submitted personal information, contact us so we can review the situation.

13. Changes to This Policy

We may update this Privacy Policy as our practices, services, technology, or legal requirements change. We will post the updated version on this page and revise the effective date. Your continued use of the website after an update means the updated policy is available for review; it does not replace any consent or notice that must be obtained separately by law.

14. Contact Us

For privacy questions or requests, contact:
Daniel Rivers LLC / Daniel Rivers Tax
Email: daniel@danielriverstax.com
Phone: (502) 414-1854
Website: https://danielriverstax.com