Privacy Policy

Last Updated: January 2026

1. Introduction

Dawn Financial Solutions ("we," "our," or "us") respects your privacy and is committed to protecting the personal information of our clients. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our client portal and use our tax and bookkeeping services.

2. Information We Collect

We collect information that identifies, relates to, describes, or could reasonably be linked, directly or indirectly, with you ("Personal Information"). This includes:

• Identity Data: Name, Social Security Number (SSN), Tax Identification Number (TIN), date of birth, and driver's license details.
• Contact Data: Mailing address, email address, and telephone numbers.
• Financial Data: Bank account details, income statements (W-2, 1099), expense records, and investment information.
• Transaction Data: Details about payments to and from you and other details of services you have purchased from us.

3. How We Use Your Information

We use your Personal Information for the following business purposes:

• To prepare and file tax returns on your behalf.
• To provide bookkeeping, payroll, and financial consulting services.
• To process payments and manage your client account.
• To comply with legal obligations, including IRS record-keeping requirements.
• To communicate with you regarding your account, deadlines, and regulatory updates.

4. Data Security

We implement industry-standard security measures to protect your Personal Information, including:

• Encryption of data in transit (SSL/TLS) and at rest (AES-256).
• Multi-Factor Authentication (MFA) for portal access.
• Strict access controls and audit logs.

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Information, we cannot guarantee its absolute security.

5. Disclosure of Your Information

We do not sell your Personal Information. We may disclose your information to:

• Service Providers: Third-party vendors who perform services on our behalf (e.g., payment processors like Stripe, tax software providers like Drake Software).
• Legal Obligations: Compliance with subpoenas, court orders, or other legal processes, including IRS audits.

6. Your Rights

Depending on your jurisdiction, you may have rights to access, correct, or delete your Personal Information. To exercise these rights, please contact us using the information below.

7. Contact Us

If you have questions or comments about this policy, please contact us at:

Dawn Financial Solutions
Email: [INSERT CONTACT EMAIL]
Address: [INSERT PHYSICAL ADDRESS]