Last Updated: January 2025
This Privacy Policy ("Policy") describes how Dynamais Tax & Accounting ("Dynamais," "we," "our," or "us") collects, uses, discloses, and protects information collected from or about you through our website at https://www.dynamais.com (our "Website"); any related services, consultations, applications, or other interactions (e.g., client communications, consultations, events, etc.) you may have with us (collectively, the "Services").
PLEASE READ THIS POLICY CAREFULLY TO UNDERSTAND HOW WE HANDLE YOUR INFORMATION. IF YOU DO NOT AGREE TO THIS POLICY, PLEASE DO NOT USE THE SERVICES.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
This Policy contains the following sections:
We collect information directly from you, automatically using cookies and other similar technologies, and from other sources, as discussed in this section.
We collect information about you that you directly provide to us when you use the Services. For example, we collect information from you when you:
Depending on how you use the Services, the types of information we collect directly from you may include:
Please note: If you choose not to provide certain information, we may not be able to provide the Services to you or respond to your requests.
When you use our Services, we and our vendors automatically collect certain information about your device and how you use the Services, including:
From your IP address, we may be able to infer your general location (e.g., city/state or postal code).
Cookies and Similar Technologies: To collect this information, we and our vendors may use "cookies" and other similar technologies. Cookies are small data files stored on your browser and device. We use cookies for analytics, to recognize you when you return to the Services, and to improve your experience.
You may set your web browser to notify you when you receive a cookie and to accept or refuse certain cookies. However, if you elect not to accept cookies, some functionality and areas of the Services may be impacted. To learn how to manage your cookies, please follow the instructions from your specific browser.
For more details, please refer to the "Online Analytics and Advertising" section below.
From time to time, we may collect information about you from other sources, including:
We use this information to supplement the information that we collect directly or automatically from you for the purposes set forth below, including to verify information, assess creditworthiness, and provide our services.
We may use your information for various purposes, including to:
We may aggregate and/or de-identify any information collected through our Services so that such information can no longer be linked to you or your device ("De-Identified Information"). We may use De-Identified Information for any purpose, including for research and to improve our services, and may disclose such data to third parties.
We may combine the information that we collect through the Services with information that we receive from other sources, both online and offline, and use such combined information in accordance with this Policy.
In applicable jurisdictions, we rely on the following legal bases for using your information:
We may disclose your information to the following categories of recipients:
We may disclose your information to third-party vendors and other service providers that perform services on our behalf, including:
We may disclose your information to the IRS, state tax authorities, and other government agencies as required or permitted in connection with providing our services to you, including filing tax returns and responding to information requests.
We may disclose your information to professional organizations and licensing bodies as required by applicable professional standards and ethical requirements.
With your authorization, we may disclose your information to banks, lenders, and other financial institutions in connection with loan applications or other financial transactions.
We may disclose your information to third parties as required by law or if we believe in good faith that such action is necessary to:
We may disclose your information to third parties in connection with a transaction, such as a merger, sale of assets or shares, reorganization, financing, change of control, or acquisition of all or a portion of our business.
We may disclose your information to third parties whenever you consent to or direct such disclosures.
Important Note: We do not sell, trade, or rent your personal information to third parties for their marketing purposes.
We may use third-party web analytics services (such as Google Analytics) on our Services to collect and analyze usage information through cookies and similar tools. These tools help us understand how users engage with the Services and improve our website.
To prevent Google Analytics from using your information for analytics, you may install the Google Analytics Opt-out Browser Add-on.
If you receive email from us, we may use certain analytics tools to capture data such as when you open the email or click on links. This data allows us to gauge the effectiveness of our communications.
We may allow select third-party advertising partners to place cookies or other tracking technologies on the Services to collect information about you. These third parties may use this information to serve relevant content and advertising to you as you browse the Internet.
For more information about these activities and how you can control cookies and opt-out of tailored advertising, you may visit:
Please note that even if you opt out of tailored advertising, you may still see advertising on our Services or across the Internet, but it will not be tailored to you based on your online behavior over time.
We implement a variety of technical and organizational measures designed to protect your information against accidental or unlawful access, destruction, loss, misuse, alteration, or unauthorized disclosure. These measures include:
However, no Internet or email transmission is ever fully secure or error-free. Please keep this in mind when disclosing any information to us and take appropriate measures to protect sensitive information you transmit.
As a professional accounting and tax services firm, we are subject to professional standards and ethical obligations regarding client confidentiality. We maintain strict internal policies and procedures to protect the confidentiality of client information.
We will retain your information for as long as necessary to fulfill the purposes for which we collected it, including:
For tax and accounting clients, we typically retain records for at least seven (7) years after the last service provided, or as otherwise required by law or professional standards.
We are based in California, United States. Any information we collect is processed in the United States. By using the Services, you acknowledge and agree to such processing of your information in the United States, where data protection laws may be different from the laws in your country.
You may opt out of receiving marketing communications from us by:
Please note that even if you opt out of marketing communications, we may still send you transactional or administrative communications, such as service updates, appointment reminders, and statements.
Depending on your jurisdiction of residence, you may have the right to make requests related to your personal information, including the right to:
Please note that certain information may be exempt from such requests under applicable law. For example, we may need to retain certain information to comply with legal obligations, professional standards, or to provide the Services. We may take reasonable steps to verify your identity before responding to a request.
Professional Services Limitation: As a professional services firm, we have legal and ethical obligations to maintain certain records even if you request deletion. We will honor deletion requests to the extent permitted by law and professional standards.
To exercise any of these rights, please contact us using the information in the "Contact Us" section below. You may be able to designate an authorized agent to make requests on your behalf with proper documentation.
Depending on applicable law, you may have the right to appeal our decision to deny your request. You also have the right to lodge a complaint with a supervisory authority.
If you are a California resident, California law requires us to provide you with some additional information regarding how we collect, use, and disclose your "personal information" (as defined in the California Consumer Privacy Act ("CCPA")).
Throughout this Policy, we discuss in detail the specific categories of personal information we collect. Under the CCPA, these include:
We use personal information for the purposes described in the "How We Use Your Information" section, including:
We disclose personal information to service providers, government agencies, professional organizations, and other third parties as described in the "Disclosure of Your Information" section.
We do not sell personal information. We do not and will not sell your personal information to third parties for monetary or other valuable consideration.
California residents may make certain requests about their personal information:
To exercise these rights, please contact us using the information in the "Contact Us" section below.
California Law permits customers who are California residents to request certain information once per year regarding our disclosure of "personal information" to third parties for such third parties' direct marketing purposes. We do not share personal information with third parties for their direct marketing purposes.
We currently do not respond to web browser "Do Not Track" signals because there is no industry or legal standard for recognizing or honoring such signals.
Our Services may contain links to third-party websites, features, and other services. We do not control these third-party sites and are not responsible for their privacy policies or practices. Before submitting any information to third parties, please review their privacy policies.
Our Services are not directed to persons under 18. We do not knowingly collect personal information from children under 18. If a parent or guardian becomes aware that their child has provided us with personal information without their consent, they should contact us using the Contact Us information below. If we become aware that a child under 18 has provided us with such information, we will take steps to delete this information from our files.
We reserve the right to amend this Policy at any time to reflect changes in the law, our practices, or advances in technology. We will make the revised Policy accessible on the Website, so you should review the Policy periodically.
You can determine if the Policy has changed since the last time you reviewed it by checking the "Last Updated" date at the beginning of the Policy. If we make a material change to the Policy, we will provide appropriate notice in accordance with legal requirements.
By continuing to use the Services after changes are posted, you are confirming that you have read and understood the latest version of this Policy.
If you have any questions about this Policy, our practices, or if you wish to exercise any of your rights, please contact us:
Dynamais Tax & Accounting
Sacramento, California
Email: info@dynamais.com
Phone: (916) 449-8828
Website: https://www.dynamais.com/contact
© 2025 Dynamais Tax & Accounting. All Rights Reserved.
