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Privacy Policy

Here is our Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

SMS Text Messaging Privacy Disclosure

Dynamic Tax & Accounting sends text messages only to individuals who have given their express consent to receive them. The messages we send are limited to appointment confirmations and reminders, requests for documents needed to complete your return, status updates on your filing or your inquiry, and replies to questions you send us. We do not send marketing or promotional text messages.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

Your mobile number is shared only with the messaging service provider that delivers our text messages on our behalf, and solely for the purpose of delivering those messages.

How we collect your consent: you opt in by completing the online form at /sms-opt-in/, entering your mobile number, and checking a consent box that is not pre-selected, or by signing a paper version of the same form at one of our offices. The full program terms are available at /terms/#sms-terms.

By opting in, you acknowledge and agree to the following:

  • Message frequency varies.
  • Message and data rates may apply.
  • Consent is not a condition of purchase.
  • Reply STOP to unsubscribe at any time. Send STOP to the number that texted you and you will receive one final message confirming that you have been unsubscribed; you will not receive further text messages from us unless you opt in again.
  • For help: Reply HELP for help, or call (646) 295-3811. You can also email us at admin@dynamicsrv.com.
  • Mobile carriers are not liable for delayed or undelivered messages.

To update or remove your mobile number, reply STOP to any message we send and opt in again with your new number, or contact us using the details below.

For additional details on how we collect, use, and protect personal information, please refer to all sections of this Privacy Policy.

Contact

If you have any questions or concerns regarding our Privacy Policy or the handling of your personal information, please contact us at admin@dynamicsrv.com.