Privacy Policy

Effective Date: 8-November-2025

At Dollar Saver ("we", "us", or "our"), we are committed to protecting your privacy and ensuring the security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect personal information that you voluntarily provide to us when you:

• Schedule a consultation or engage our services
• Submit tax documents or financial information
• Fill out contact forms on our website
• Subscribe to our newsletter or communications
• Communicate with us via phone, email, or in person

The types of personal information we may collect include:

• Name, address, phone number, and email address
• Social Security Number or Tax Identification Number
• Financial information including income, deductions, and tax records
• Banking information for direct deposit or payment processing
• Employment and business information

How We Use Your Information

We use the information we collect to:

• Prepare and file your tax returns accurately
• Provide tax planning, consulting, and bookkeeping services
• Communicate with you about your account and services
• Respond to your inquiries and provide customer support
• Send you important updates about tax law changes or deadlines
• Improve our services and website functionality
• Comply with legal obligations and regulatory requirements

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With Your Consent: We may share information when you have given us explicit permission to do so.
• Service Providers: We may share information with trusted third-party service providers who assist us in operating our business, such as secure document storage providers, payment processors, or professional liability insurance carriers. These providers are contractually obligated to protect your information.
• Legal Requirements: We may disclose information when required by law, such as in response to a court order, subpoena, or request from a government agency, including the IRS.
• Professional Standards: As tax professionals, we are bound by professional standards of confidentiality and may only disclose information as permitted under applicable laws and regulations.

Data Security

We implement industry-standard security measures to protect your personal and financial information, including:

• Bank-level encryption for all data transmission and storage
• Multi-factor authentication for system access
• Secure, password-protected client portals
• Regular security audits and updates
• Restricted access to personal information on a need-to-know basis
• Secure physical storage of paper documents

Despite our best efforts, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

Your Rights and Choices

You have the right to:

• Access and review the personal information we hold about you
• Request corrections to inaccurate or incomplete information
• Request deletion of your information, subject to legal retention requirements
• Opt out of receiving marketing communications from us
• Withdraw consent for certain uses of your information

To exercise these rights, please contact us using the information provided below.

Retention of Information

We retain your personal and financial information for as long as necessary to provide our services and comply with legal and regulatory requirements. Tax records and related documents are typically retained for a minimum of seven years in accordance with IRS guidelines and professional standards.

Third-Party Links

Our website may contain links to third-party websites or services. We are not