Privacy Policy

1. Information We Collect

Information you provide to us. When you schedule a call, contact us, or subscribe to updates, we may collect your name, email address, phone number, practice name, and details you share about your practice and financial goals.

Client information. If you become a client, we collect the financial, tax, and business records needed to deliver our services, including information you upload through our secure client portal.

Information collected automatically. When you visit the Website, we may collect your IP address, browser type, device information, pages viewed, referring website, and time spent on pages through cookies and similar technologies.

Information from third parties. We may receive information about you from referral partners, scheduling tools, and publicly available sources.

We do not request patient health information through the Website. Please do not submit patient records or protected health information through any Website form, email, or scheduling tool.

2. How We Use Information

We use personal information to:

• Respond to inquiries and schedule consultations
• Provide tax preparation, tax planning, bookkeeping, financial reporting, and related services
• Communicate with you about your account, deadlines, and services
• Send articles, updates, and marketing communications in accordance with the CAN-SPAM Act, which you may opt out of at any time
• Operate, secure, and improve the Website
• Comply with legal, regulatory, and professional obligations
• Protect our rights and prevent fraud or misuse

3. Tax Return and Financial Information

We use and disclose tax return information only as permitted by Section 7216 of the U.S. Internal Revenue Code and its regulations.

We will not use or disclose your tax return information for any purpose other than preparing your return without your prior written consent, except where the law permits or requires it.

As a provider of tax preparation and financial services, we also protect your nonpublic personal information as required by the Gramm-Leach-Bliley Act and the Federal Trade Commission's Safeguards Rule.

4. How We Share Information

We do not sell or rent your personal information. We share it only as follows:

• Service providers. Vendors that support our client portal, practice management, scheduling, email, website hosting, analytics, and payment processing. These providers may use your information only to perform services for us.
• Government agencies. The IRS and state tax authorities, as needed to deliver our services or as required by law.
• Professional advisors. Our attorneys, auditors, and insurers, under confidentiality obligations.
• Legal requirements. When required by law, subpoena, or court order, or to protect the rights, property, or safety of Dental Tax Advocates, our clients, or others.
• Business transfers. In connection with a merger, acquisition, or sale of all or part of our business.
• With your consent. In any other case, only with your permission.

5. Cookies and Analytics

We use cookies and similar technologies to remember your preferences, understand how visitors use the Website, and improve its content and performance. You can set your browser to refuse or delete cookies; some features may not work as intended if you do.

The Website may include embedded content, such as videos and podcast players, and links to social media. These third parties may set their own cookies and collect information according to their own policies.

The Website does not currently respond to browser "Do Not Track" signals.

6. Third-Party Services and Links

Our client portal and scheduling tools are hosted by third-party providers, and your use of them is also subject to those providers' terms and privacy policies.

The Website may link to other websites, including Instagram and podcast platforms. We are not responsible for the privacy practices of websites we do not operate.

7. Data Security

We maintain reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, use, or disclosure.

Please use our secure client portal, not email, to send tax documents and other sensitive records. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Data Retention

We keep personal information for as long as needed to fulfill the purposes described in this policy.

Client records are retained for the periods required by applicable law and professional record-keeping standards.

9. Your Choices and Rights

Marketing emails. Use the unsubscribe link in any marketing email, or contact us, to opt out.

Access, correction, and deletion. You may request access to, correction of, or deletion of your personal information. Some information must be kept for legal, regulatory, or professional reasons.

State privacy rights. Residents of certain U.S. states, including California, Colorado, Connecticut, and Virginia, may have additional rights under state privacy laws, such as the right to know, correct, or delete personal information and to opt out of targeted advertising.

We will honor these rights as required by applicable state law and will not discriminate against you for exercising them.

To make a request, contact us using the details below. We may need to verify your identity before responding.

10. Children's Privacy

The Website is intended for business owners and professionals and is not directed to children under 13.

In accordance with the Children's Online Privacy Protection Act (COPPA), we do not knowingly collect personal information from children under 13. If we learn that we have, we will delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time.

Changes take effect when posted on this page with a revised effective date. Your continued use of the Website after changes are posted means you accept the updated policy.

12. Contact Us

For questions about this Privacy Policy or to make a privacy request, contact:

Dental Tax Advocates
67 Hunt St, Ste 209
Agawam, MA 01001
Email: info@dentaltax.com
Phone: 413.300.5724