D-XIRE Elite Tax Privacy Policy

D-XIRE Elite Tax ("D-XIRE," "we," "us") protects the personal and tax information you trust us with. We do not sell your information. This policy explains what we collect, how we use and share it, and how we keep it safe.

It applies to dxireelitetax.com, our free tools (including Desire’s Tax Withholding Estimator), our waitlist and contact forms, and our tax preparation services.

Information we collect

We collect only what we need to contact you and prepare an accurate return.

• Contact details: name, email, phone, and mailing address, from our waitlist, contact, and referral forms.
• Tax information (clients only): Social Security or ITIN numbers, dates of birth, and details for you, your spouse, and dependents; W-2s, 1099s, and other income records; expense, credit, and deduction records; prior-year returns; IRS or state notices; and bank details for direct deposit or payment of a balance due.
• Identity verification: a copy of a photo ID, used to help prevent tax-related identity theft.
• Estimator entries: numbers you type into our withholding estimator, used only to calculate your estimate.
• Website data: basic technical information, such as browser type, pages visited, and approximate location, collected through cookies or analytics tools.

How we use your information

We use your information to:

• Prepare, review, and e-file your federal and state returns.
• Verify your identity and protect you from tax fraud.
• Contact you about your return, missing documents, and IRS or state notices.
• Send waitlist updates and filing reminders you signed up for. Every marketing email includes an unsubscribe link.
• Run our referral program.
• Meet our legal and record-keeping duties.

We will not use your tax return information for any other purpose, such as marketing other products or services, unless you give us separate written consent first.

How we share your information

We do not sell, rent, or trade your personal or tax information. We share it only as follows:

• Tax agencies: the IRS and state tax departments, to file your returns and respond to notices.
• Service providers: companies that help us run the practice, under confidentiality obligations. These include our tax software and e-file provider, secure document portal, payment processor, form provider, and email provider.
• Banks: to deliver your refund or payment, at your direction.
• When the law requires it: for example, a court order or subpoena.
• With your written consent: for anything else, including anyone you ask us to talk to, such as a spouse, family member, or lender.

Federal tax return privacy rules. As a paid preparer, we follow Internal Revenue Code Section 7216. It generally bars preparers from using or disclosing tax return information without your consent. When consent is required, we will ask for it in writing, in a separate form, before we use or share your information.

Referral program. If someone referred you, we will not tell them anything about your return, refund, or tax situation. We will not tell a referrer that you became our client without your written permission.

No opt-out needed. We have no affiliates. We share information only in the ways listed above, which the law allows without an opt-out, so there is nothing you need to opt out of. These practices also apply to former clients.

How we protect your information

We keep a written information security plan, as federal rules require of tax preparers. It includes:

• Secure uploads: you send documents through an encrypted client portal, never by regular email or text.
• Account protection: strong passwords and multi-factor authentication on our tax software, email, and portal.
• Encryption: encryption for stored files and devices.
• Limited access: only the people preparing your return can see your information.
• Ongoing care: software updates, device security, and safe disposal of records we no longer need.

Please do not email or text us your Social Security number or tax documents. If you think your information has been exposed, contact us right away at help@dxireelitetax.com or (251) 776-2515. If we discover a breach that affects you, we will notify you, the IRS, and, when required, the Federal Trade Commission.

How long we keep information, and website tools

Retention. Federal law requires paid preparers to keep a copy of each return they prepare, or a list of clients, for at least 3 years. We keep client records for 5 years, then securely delete or shred them. Waitlist and contact details are kept until you ask us to remove them.

Cookies and analytics. Our website may use cookies and analytics tools to understand how visitors use the site. You can block or delete cookies in your browser settings. Our site does not currently respond to browser “Do Not Track” signals. Third-party analytics providers may collect information about your online activity over time and across different websites.

Third-party sites. Our forms run on Jotform, and we link to the IRS, social media, and other sites. Their own privacy policies apply when you use them.

Your choices and how to reach us

Your choices. You can ask to see or correct the information we hold about you, or ask us to delete it. We will delete it unless the law requires us to keep it, such as the 3-year record rule above. You can also unsubscribe from our emails at any time.

Children. Our website is not intended for children under 13. We collect information about minors only when a parent or guardian provides it to claim them as a dependent.

Changes. If we update this policy, we will post the new version here with a new effective date.

Contact us
General: info@dxireelitetax.com
Privacy or support: help@dxireelitetax.com
Phone: (251) 776-2515