DONEY ALLIANCE LLC (“we,” “our,” or “us”), operated by a licensed IRS Enrolled Agent, is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage our tax, bookkeeping, payroll, CFO advisory, and notary services. By using our services, you agree to the terms of this Privacy Policy.

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1. Information We Collect

We collect personal and financial information necessary to provide our services. This may include, but is not limited to:

• Personal Information: Name, address, phone number (including mobile number), email address, and other identifying details.

• Financial Information: Bank account details, credit card information, tax returns, payroll records, financial statements, and other financial data.

• Business Information: Employer Identification Number (EIN), business financial records, employee information, and other business-related data.

• Communication Preferences: Your consent choices for phone, email, and SMS/text message communications.

• Other Information: Any additional information you provide to us voluntarily during consultations or through our website, email, text message, or other communication channels.

 

2. How We Use Your Information

We use the information we collect to:

• Provide tax, bookkeeping, payroll, CFO advisory, and notary services.

• Prepare and file tax returns and other financial documents.

• Communicate with you regarding your account, services, or inquiries, including by phone, email, or SMS/text message where you have opted in.

• Comply with legal and regulatory requirements.

• Improve our services and customer experience.

We will not use your information for purposes unrelated to the services we provide without your explicit consent.

 

3. How We Protect Your Information

We implement appropriate technical, administrative, and physical safeguards to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. These measures include:

• Secure data storage and encryption.

• Restricted access to sensitive information.

• Regular monitoring and updates to our security protocols.

• Employee training on data privacy and security.

Despite our efforts, no method of transmission over the internet or electronic storage is 100% secure. Therefore, we cannot guarantee absolute security.

 

4. Information Sharing and Disclosure

We do not sell, rent, or trade your personal or financial information to third parties. However, we may share your information in the following circumstances:

• With Your Consent: When you explicitly authorize us to share your information.

• Service Providers: With trusted third-party service providers who assist us in delivering our services (e.g., software providers, tax filing platforms, and telecommunications platforms used to send SMS/text messages). These providers are bound by confidentiality agreements.

• Legal Obligations: When required by law, regulation, or legal process, such as in response to a subpoena or government request.

• Business Transfers: In the event of a merger, acquisition, or sale of our business, your information may be transferred as part of the transaction.

No mobile opt-in data or SMS/text message consent will be shared with third parties or affiliates for marketing or promotional purposes.

 

5. SMS / Text Messaging Communications

If you provide your mobile phone number and opt in, DONEY ALLIANCE LLC may send you conversational and informational SMS/text messages, such as appointment reminders, account and engagement status notifications, document requests, and responses to your inquiries.

• Messaging frequency may vary.

• Message and data rates may apply.

• To opt out at any time, text STOP.

• For assistance, text HELP or visit our website at https://www.doneyalliance.com/.

• Visit https://www.doneyalliance.com/privacy-policy for our Privacy Policy and https://www.doneyalliance.com/terms-of-use for our Terms of Use / SMS Terms & Conditions.

• Your consent to receive SMS/text messages is never shared with third parties or affiliates, and is not a condition of purchasing any services.

You may withdraw your consent to receive SMS/text messages at any time by texting STOP or by contacting us using the information below. Standard message and data rates from your mobile carrier may apply.

 

6. Your Rights

As a California resident, you may have certain rights under the California Consumer Privacy Act (CCPA) or other applicable laws, including:

• Access: Request access to the personal information we hold about you.

• Correction: Request corrections to inaccurate or incomplete information.

• Deletion: Request the deletion of your personal information, subject to legal and contractual obligations.

• Opt-Out: Opt out of the sale of your personal information (note: we do not sell personal information) or opt out of SMS/text communications at any time.

To exercise your rights, please contact us using the information provided in Section 10 below.

 

7. Retention of Information

We retain your personal and financial information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements. When no longer needed, we securely delete or anonymize your information.

 

8. Cookies and Website Usage

If you use our website, we may collect certain information automatically through cookies and similar technologies. This may include your IP address, browser type, and browsing behavior. You can manage your cookie preferences through your browser settings.

 

9. Third-Party Links

Our website or communications may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to review their privacy policies before providing any personal information.

 

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy, our data practices, or our SMS/text messaging program, please contact us at:

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DONEY ALLIANCE LLC

 

2033 Gateway Place, Suite 500, San Jose, CA 95110

(408) 889-5783

info@doneyalliance.com

 

11. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or other circumstances. The updated policy will be posted on our website. We encourage you to review this policy periodically.

 

 

By engaging our services, you acknowledge that you have read and understood this Privacy Policy and agree to its terms. Thank you for trusting DONEY ALLIANCE LLC with your tax, bookkeeping, payroll, CFO, and notary needs.