Effective Date: July 8, 2026
At DM Tax & Bookkeeping, we value your privacy and are committed to safeguarding your personal information. This Privacy Policy outlines how we collect, use, and protect your data in compliance with applicable federal regulations and Washington State laws, including the FCC’s A2P 10DLC program, the Washington Data Breach Notification Law (RCW 19.255), the Washington My Health My Data Act (RCW 19.373), and the Washington Consumer Protection Act (RCW 19.86).
Information We Collect
We collect the following types of personal information:
Personal Identifiers: Name, address, email, phone number, Social Security number, and other identifiers.
Financial Information: Tax documents, income details, bank account numbers, and other financial data.
Health Information: If applicable, health-related data necessary for tax filings or other services, including health insurance information and health savings account data.
Mobile Phone Number: Collected when you opt in to receive SMS communications from us.
How We Use Your Information
Your information is used to:
Provide tax preparation, bookkeeping, and financial services.
Communicate with you regarding our services, including via SMS text message where you have opted in.
Schedule and confirm appointments.
Comply with legal and regulatory obligations.
SMS and Mobile Communications
By providing your mobile phone number to DM Tax & Bookkeeping, you agree to receive informational text messages including appointment reminders, account communications, and account reminders. This messaging program operates in compliance with the FCC’s A2P 10DLC program.
Mobile information will not be shared with third parties or affiliates for marketing or 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.
You may opt out of receiving text messages at any time by replying STOP. For help, reply HELP or contact us at office@dmtax.net. Message frequency varies. Message and data rates may apply.
Sharing Your Information
We do not sell or rent your personal information. We do not share your mobile phone number or SMS opt-in data with third parties or affiliates for marketing or promotional purposes.
We may share your data only in the following limited circumstances:
Service Providers: Trusted third parties who assist us in delivering our services, under strict confidentiality obligations.
Government Agencies: The IRS, Washington State Department of Revenue, or other government authorities as required to provide your requested tax services.
Legal Authorities: When required by law, court order, or to protect our rights.
Financial and Tax Information
As a tax and bookkeeping practice, we handle sensitive financial information including Social Security Numbers, income records, and tax returns. This information is collected solely for the purpose of providing the services you have requested and is handled in accordance with applicable professional and legal standards. We will not disclose it to any third party except as described in this policy.
Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure, including secure storage of physical and electronic records and restricted access to client information.
In accordance with Washington State law (RCW 19.215), we take all reasonable steps to securely destroy personal financial and health information and personal identification numbers when disposing of records.
Data Breach Notification
In the event of a data breach affecting your personal information, we will notify affected Washington State residents in the most expedient time possible and no later than 30 days after the breach is discovered, in accordance with the Washington Data Breach Notification Law (RCW 19.255).
Your Rights Under Washington Law
Under applicable Washington State law, including the My Health My Data Act (RCW 19.373), you have the right to:
Access: Request a copy of the personal data we hold about you.
Correction: Request corrections to inaccurate or incomplete data.
Deletion: Request the deletion of your personal data, subject to applicable legal and professional retention obligations.
Opt-Out: Withdraw consent for the collection or sharing of your personal data, including opting out of SMS communications at any time by replying STOP.
To exercise these rights, please contact us at office@dmtax.net. We will respond to your request within 45 days.
Children’s Privacy
Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.
Changes to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.
Contact Us
If you have questions or wish to exercise your rights, please contact us at:
Email: office@dmtax.net
Phone: (425) 417-8208
Address: 823 W Main Street, Unit 2, Sumner, WA