Daye2Daye LLC (“Daye2Daye,” “we,” “us,” or “our”) respects the privacy and confidentiality of our clients and is committed to safeguarding the personal and financial information entrusted to us. Because tax preparation requires the collection of highly sensitive information, this Privacy Policy explains how we collect, use, share, protect, and retain client data.
This Privacy Policy applies to information we collect in connection with tax preparation and related services, including information collected through our website, secure upload portal, forms, email, phone, text (where used for scheduling/administrative communications), and other authorized communication channels.
1. Information We Collect
We may collect the following categories of information to provide tax preparation services (including but not limited to):
- Identifying information (for example: full legal name, date of birth)
- Contact information (for example: mailing address, email address, phone number)
- Government identifiers (for example: Social Security Number or Individual Taxpayer Identification Number)
- Tax and financial information (for example: income, deductions, credits, and forms such as W-2, 1099, 1098)
- Employment and business information (for example: employer details, business name, EIN, entity information)
- Dependent information (for example: names, dates of birth, SSNs/ITINs)
- Bank account information used for direct deposit, electronic payment of taxes, or refund transfer/bank products (where applicable)
- Communications and service history (for example: emails/messages, appointment notes, documents you provide)
2. Sources of Information
We collect information directly from you (or your authorized representative) and from documents you submit. We may also receive information from:
- Prior-year tax returns you provide
- Tax software and e-signature providers used to prepare and file returns
- Third-party service providers you authorize (for example: refund transfer/bank product providers and payment processors)
3. How We Use Information
We use client information only for legitimate professional and regulatory purposes, including to:
- Prepare and file federal, state, and local tax returns
- Communicate with you about your engagement and tax matters
- Request clarifications, missing documents, or required signatures
- Provide related services you request and we agree to in writing
- Process payments and, where elected, facilitate refund transfer/bank products
- Maintain internal records and comply with legal and regulatory obligations
We do not sell your personal information.
4. Use and Disclosure of Tax Return Information (IRC §7216)
Federal law (Internal Revenue Code §7216 and related regulations) limits how tax return preparers may use and disclose “tax return information.” We may use and disclose tax return information as necessary to prepare, file, and service your return(s), to obtain required e-signatures, to process payments you authorize, and to comply with applicable law.
We will not use or disclose your tax return information for other purposes without your affirmative written consent when required by law. If we offer optional services that require additional consent (for example: marketing or sharing information beyond what is needed to prepare/file your return), we will provide any required consent forms separately.
5. Sharing of Client Information
We treat client information as confidential. We may share information only as necessary for the intended purpose, including:
- With tax authorities to electronically file federal, state, or local returns
- With you and those you authorize (for example: spouse, partner, or designated representative)
- With service providers who help us operate our business and deliver services (for example: secure document portal providers, e-signature providers, tax software providers, payment processors, and refund transfer/bank product providers), under appropriate confidentiality and security obligations
- As required by law (for example: subpoena, court order, lawful government request)
6. Refund Transfer / Bank Product Disclosure
If you elect to have preparation fees paid from your refund through a refund transfer/bank product, that service is provided by a third-party bank/product provider. You may be required to agree to separate terms and disclosures from that provider, and the provider may charge separate fees. Daye2Daye does not control the provider’s approval decisions, processing timeframes, or fees.
7. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect client information. Our safeguards may include (as appropriate):
- Secure/unique passwords and multi-factor authentication where available
- Encrypted digital communications and secure client portals
- Restricted access to client information on a need-to-know basis
- Periodic internal review of data protection procedures
- Secure storage and secure disposal practices
No method of transmission or storage is 100% secure. While we take reasonable measures to protect information, we cannot guarantee absolute security.
8. Secure Transmission of Documents
Clients should submit tax documents and sensitive information only through our secure upload portal or other approved secure methods. Please do not send tax documents through regular email, text messages, or website chat.
9. Retention of Records
We may retain tax preparation records and related documents for a period consistent with regulatory requirements, professional standards, and business record-keeping practices. After the applicable retention period expires, records may be securely deleted or destroyed.
10. Client Responsibilities
Clients are encouraged to take reasonable precautions when transmitting personal or financial information electronically. This includes ensuring that documents are sent through secure channels and that personal devices and accounts used for communication are protected.
11. Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect information directly from children under 13.
12. Updates to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in services, technology, or legal requirements. The most current version will be available to clients upon request and/or through our standard client materials.
13. Contact Information
Daye2Daye LLC | Kelsey Daye | Tax Specialist
Business Address: Virtual Tax Office in Omaha, Nebraska
Email: misskay@daye2dayellc.us
Phone: (531) 239-9503