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Dialed In Bookkeeping Tax & Notary
Dialed In
Bookkeeping · Tax · Notary
Your trust is our commitment

Privacy Policy

Dialed In Bookkeeping Tax & Notary LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

01

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide, including:

  • Name, address, phone number, and email address
  • Social Security numbers and tax identification numbers
  • Financial information (bank accounts, income, expenses)
  • Business records and documents
  • Identity verification documents for notary services

Automatically Collected Information

We may automatically collect:

  • IP address and browser information
  • Website usage data and analytics
  • Cookies and similar tracking technologies
02

How We Use Your Information

We use your information to:

  • Provide bookkeeping, tax preparation, and notary services
  • Communicate with you about our services
  • Process payments and maintain records
  • Comply with legal and regulatory requirements
  • Improve our website and services
03

SMS / Text Message Communications

By providing your phone number and opting in to receive text messages from Dialed In Bookkeeping Tax & Notary Services, you are consenting to receive SMS text messages from us regarding our services, appointments, updates, and promotions.

  • Consent: By opting in, you consent to receive recurring automated text messages from Dialed In Bookkeeping Tax & Notary Services at the phone number provided.
  • Message Frequency: Message frequency varies. You may receive recurring messages based on your service needs and interactions with us.
  • Personal Information: Your personal information, including your phone number, will not be shared with third parties for marketing purposes.
  • Opt-Out: You may opt out of receiving text messages at any time by replying STOP to any message you receive from us. After opting out, you will receive one final confirmation message and no further messages will be sent.
  • Help: For more information or assistance, reply HELP to any of our text messages or contact us directly at kellyanderson@just-dialed-in.com or 228-206-0235.
  • Message & Data Rates: Message and data rates may apply. Please check with your mobile carrier for details regarding your messaging and data plan.
  • Dialed In Bookkeeping Tax & Notary Services is not responsible for any charges incurred from your mobile carrier related to SMS communications.
04

Information Sharing

We do not sell your personal information. We only share your information with our trusted partner companies when necessary for service delivery.

  • With tax authorities as required by law
  • With third-party service providers who assist our operations
  • When required by legal process or to protect our rights
  • With your explicit consent

We do not share your personal information, including your phone number, with third parties for marketing purposes.

05

Data Security

We implement appropriate security measures to protect your information, including:

  • Encrypted data transmission
  • Secure document storage
  • Limited access controls
  • Regular security assessments
06

Retention Period

We retain your information as long as necessary to provide services and comply with legal obligations, typically 7 years for tax-related documents.

07

Your Rights

You have the right to:

  • Access your personal information
  • Request corrections to inaccurate data
  • Request deletion of your information (subject to legal requirements)
  • Opt out of marketing communications
  • Opt out of SMS communications at any time by replying STOP
08

Updates

We may update this Privacy Policy periodically. Changes will be posted on our website with the effective date. By using our services, you acknowledge that you have read and understood this Privacy Policy.

Effective Date: 2026

"Your trust is our most valuable asset. We handle your financial information with the same care and integrity we bring to every service we provide."
— Dialed In Bookkeeping Tax & Notary LLC