Privacy Policy

Client Information And Confidentiality

You may have concerns about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

We handle all information you provide with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do.

We will not disclose your personal information to anyone outside our firm without your express written permission, unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission before we respond.

Advisor-Client Communications

Anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts.

Although we consider any information you provide to be confidential, return preparation engagement information may not be privileged. This privacy policy is intended to describe how we handle information, not to create legal privilege where it does not otherwise exist.

Website And Service Information

When you use our website or services, you may provide account information such as your name, email address, phone number, physical address, appointment details, inquiry content, uploaded files, or messages. We use this information to provide, improve, and protect our services.

We may use trusted third-party vendors to support secure document handling, messaging, email delivery, appointment scheduling, analytics, hosting, and related business operations. These providers are expected to access information only as needed to perform their services.

Cookies And Analytics

Our website may use cookies or similar technologies to support essential site features, understand how visitors interact with the site, improve performance, and maintain a reliable user experience. You can configure your browser to reject some cookies, but this may limit certain site functionality.

Analytics

This website uses Google Analytics to understand how visitors use the site, such as which pages are viewed, how visitors arrive, and which downloads are used. Google Analytics uses cookies and similar technologies and collects information such as pages visited, approximate location, device and browser type, and referring website. We have turned off Google's advertising features, including Google signals and ad personalization, and we do not use this data for advertising. You can learn more about how Google uses data at https://policies.google.com/technologies/partner-sites and opt out with the Google Analytics Opt-out Browser Add-on at https://tools.google.com/dlpage/gaoptout.

Email Sign Ups and Free Guides

When you sign up for a free guide, our newsletter, or another download on this website, we collect your first name and email address. Some forms also ask for your last name, phone number, or company name.

We use this information to send you the guide or resource you asked for, and to send you emails about tax resolution, such as tips and updates from Dixson Tax Resolution Services. You can unsubscribe at any time using the link at the bottom of every email.

We use MailerLite to store this information and send these emails for us. MailerLite also loads a small script on our free guide pages so the sign up form can appear. You can read how MailerLite handles information in its privacy policy at https://www.mailerlite.com/legal/privacy-policy.

Please do not enter Social Security numbers, tax return details, or other sensitive information in any sign up form or in a reply to one of our marketing emails. To share documents or case information with us, use the secure client portal.

To ask us to update or delete your information, email felecia@dixsontaxrep.com.

Our free quiz at dtrs-taxhelp.com is a separate website with its own privacy practices.

SMS Messaging

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.

You can opt out of receiving SMS messages from us at any time by following the instructions provided in the messages or by contacting us at felecia@dixsontaxrep.com.

Contact

If you have questions about this privacy policy or need help with your information, contact Dixson Tax Resolution Services LLC at felecia@dixsontaxrep.com or 573 426 4824.