Effective date: November 8, 2025
Company: Deep Dive Taxes, Inc. (“Deep Dive Taxes,” “we,” “us,” or “our”)
Contact: P.O. Box 653, Manomet, MA 02345 • (774) 209-1435 • support@deepdivetaxes.com

Deep Dive Taxes is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information in connection with our tax preparation, bookkeeping, payroll, advisory, and client communications, including SMS messages.

We collect personal information that you provide or that is collected automatically when you use our services.

You provide:

• Name, phone number, email address, and mailing address
• Tax documents and financial information required to provide services
• Communication preferences and your interactions with our website, portal, SMS, phone, or email
   

Automatically collected:

• Limited technical data such as IP address, device identifier, and basic site usage for security, fraud prevention, and site functionality
• Cookies or similar technologies for necessary site functions. We do not use cookies for targeted advertising.
   

We use personal information to:

• Deliver tax, bookkeeping, payroll, and related services
• Communicate about appointments, document requests, portal access, deadlines, and filing status
• Process billing and maintain accurate business records
• Respond to questions and provide customer support
  We do not use your information for marketing without your explicit permission.
   

Where required, we rely on consent, performance of a contract, legal obligations, and our legitimate interests in providing secure and reliable services. If we rely on consent, you can withdraw it at any time.

We do not sell personal information and we do not share it for marketing. We share information only with:

• Secure tax and payroll platforms used to deliver services
• Client portal services such as TaxDome
• Authorized service providers who assist our operations under confidentiality commitments
• Federal, state, or local agencies and other parties as required by law or to protect our rights and users
   

We retain information only as long as needed to deliver services and meet legal, tax, and regulatory requirements. When no longer needed, data is securely deleted or de-identified.

We use reasonable administrative, technical, and physical safeguards, including secure client portals for document exchange, encryption, password protections, and role-based internal access. No system is perfectly secure, but we work to protect your information responsibly.

You can request access, correction, or deletion of your personal information, subject to legal retention requirements. To exercise these rights, contact support@deepdivetaxes.com.

Our services are intended for adults. We do not knowingly collect information from children under 13 without verifiable parental consent.

We may update this policy as needed. We will post the revised version with an updated effective date.

Questions about privacy or this policy: support@deepdivetaxes.com or (774) 209-1435.

Deep Dive Taxes uses text messages only for service-related purposes such as appointment confirmations and reminders, document requests, secure portal instructions, filing status updates, payroll or tax deadline reminders, and customer support. We do not send promotional or marketing messages without explicit permission.

We do not send marketing or promotional messages.

How We Obtain Consent

Consent is obtained verbally during a phone call, in-person meeting, or virtual appointment. Implied consent applies only when a customer initiates contact by texting Deep Dive Taxes, Inc. first using a publicly listed phone number designated for customer communication. In these cases, we may send an initial acknowledgment message solely for the purpose of facilitating the double opt-in process. No service-related replies will be sent until the customer confirms their consent through the required double opt-in, as outlined in the Implied Consent for SMS Communications section.

Verbal Consent Script:

“To help us stay in touch regarding your tax and accounting services, Deep Dive Taxes, Inc. may send you service-related text messages such as appointment reminders, document requests, secure portal instructions, filing updates, and support messages.

We do not send marketing or promotional texts, and we do not share your phone number with third parties. Message and data rates may apply. You can reply STOP at any time to opt out, or HELP for assistance.

Do we have your permission to send text messages to this phone number?”

Once the client says “Yes”, we document consent with:

• Client name
• Phone number
• Date and time consent was given
• Method (phone, in-person, or virtual)
• Team member who collected the consent

Implied Consent for SMS Communications

Deep Dive Taxes, Inc. may rely on implied consent to send SMS messages only when a customer directly initiates contact by texting the company using a phone number that is publicly listed for customer communication. This type of consent applies only to non-marketing, service-related interactions.

To meet carrier requirements, double opt-in will be enabled for all interactions initiated under implied consent. After the customer’s initial inbound text, Deep Dive Taxes, Inc. will send a single confirmation message requesting that the customer reply “YES” to verify their consent to continue receiving SMS communications. Additional messages will be sent only after the customer provides this explicit confirmation.

The initial acknowledgment message sent before the double opt-in confirmation will be limited to confirming receipt of the customer’s message and requesting opt-in verification. It will not include any marketing, promotional, or recurring messaging. If the customer does not provide the required confirmation, no further SMS communication will be sent.

Implied consent applies only in the following situation:
• The customer texts Deep Dive Taxes, Inc. first, using a publicly listed phone number designated for customer communication.

Under implied consent and after receiving the customer’s double opt-in confirmation, Deep Dive Taxes, Inc. may send messages limited to:
• Responses to the customer’s inbound request
• Information directly related to the inquiry they initiated
• Single-session, conversational messaging that does not continue beyond the customer’s engagement

Implied consent does not permit marketing, promotional, or recurring automated SMS messages. Recurring updates, reminders, or program-based messages require a separate and explicit verbal opt-in from the customer.

Consent is documented in the TaxDome client profile notes to ensure secure retention and audit traceability.
 

Message frequency varies by client need, typically 1 to 5 messages per week. All messages are sent from registered business numbers associated with Deep Dive Taxes and clearly identify the company. Each message includes opt-out instructions.

Standard SMS footer used in messages
“Msg and data rates may apply. Reply STOP to opt out, HELP for help.”

• You may opt out at any time by replying STOP. After opting out, we will not send further SMS messages unless you opt back in.
• For help, reply HELP or contact support@deepdivetaxes.com or (774) 209-1435.
   

Carriers are not liable for delayed or undelivered messages. Message delivery may be affected by your carrier or wireless service.

We retain SMS consent, opt-in, and opt-out records for the duration of the client relationship and for at least four years after the last SMS message or as required for legal or regulatory audits. Records are stored in TaxDome.