Advanced Tax Advisory, Real Savings!

Your Rights, Privacy, and Service Terms

This overview explains how we collect, use, and protect your personal information when you engage with our website or services. Our goal is to ensure transparency so you understand how your data is handled at every step.

Privacy Policy

Terms & Conditions

These terms outline the rules, responsibilities, and legal guidelines for using our website and services. Reviewing them helps ensure a clear and consistent understanding of how we operate and what you can expect.

PRIVACY POLICY

This Privacy Policy describes how your personal information is collected, used, and shared when you visit or interact with the Dynamic Tax Advisory website.

Website Ownership & Data Controller

The Dynamic Tax Advisory website is operated by Dynamic Tax Advisory LLC. For purposes of applicable data protection and privacy laws, Dynamic Tax Advisory LLC is the primary data controller of your personal data.

Dynamic Tax Advisory LLC works in close alignment with Dynamic Tax Professionals LLC, which provides tax preparation and compliance services. Personal data may be shared between the two entities only as necessary to deliver requested services, maintain compliance, and operate secure client systems.

Introduction

We have adopted this Privacy Policy, which determines how we process the information collected by the Dynamic Tax Advisory website and explains why certain personal data may be collected. Please read this Privacy Policy carefully before using the website.

We take the protection of your personal data seriously and are committed to safeguarding its confidentiality and security.

Personal Information We Collect

When you visit the Dynamic Tax Advisory website, we automatically collect certain information about your device, including:

• Web browser type

• IP address

• Time zone

• Cookies and similar technologies

As you browse the site, we also collect information about:

• Pages viewed

• Referring websites or search terms

• How you interact with the site

This information is referred to as “Device Information.”

Additionally, we may collect personal data that you voluntarily provide to us, including but not limited to:

• First and last name

• Address

• Email address

• Telephone number

• Business information

• Payment or billing information

This information may be collected when you complete a form, request information, schedule a consultation, or engage our services.

Why Do We Process Your Data?

Our top priority is customer data security. We process personal data only when necessary to:

• Operate and maintain the website

• Respond to inquiries or service requests

• Deliver advisory, planning, or compliance-related services

• Improve website functionality and user experience

• Comply with legal and regulatory obligations

Automatically collected information is used only to identify potential abuse and generate anonymous statistical data. This data is not aggregated in a way that identifies individual users.

Voluntary Disclosure of Information

You may visit the website without providing personal data. However, if you wish to use certain features—such as contacting us, receiving communications, or scheduling services—you may need to provide personal information.

You may choose not to provide personal data, but doing so may limit your ability to access certain website features or services.

If you are unsure which information is required, you may contact us at Advisory@DynamicTaxAdvisory.com.

Your Rights (EU & International Users)

If you are a European resident, you have the right to:

• Be informed

• Access your personal data

• Request correction of inaccurate data

• Request erasure

• Restrict processing

• Request data portability

• Object to processing

• Object to automated decision-making and profiling

To exercise any of these rights, please contact us using the information below.

Please note that your information may be transferred outside of Europe, including to the United States and Canada, for processing and storage.

Links to Other Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites and encourage you to review their privacy policies separately.

Information Security

We protect your information using reasonable administrative, technical, and physical safeguards designed to prevent unauthorized access, use, alteration, or disclosure. However, no internet transmission or electronic storage method can be guaranteed to be 100% secure.

Legal Disclosure

We may disclose personal information if required to do so by law or if we believe in good faith that such disclosure is necessary to:

• Comply with legal obligations

• Protect our rights or property

• Protect the safety of users or others

• Investigate fraud or respond to government requests

Contact Information

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at:

Advisory@DynamicTaxAdvisory.com

Terms and Conditions

Welcome to Dynamic Tax Advisory!

These terms and conditions outline the rules and regulations for the use of the Dynamic Tax Advisory website, located at https://www.dynamictaxadvisory.com.

The website is operated by Dynamic Tax Advisory LLC. Dynamic Tax Advisory LLC works in close alignment with Dynamic Tax Professionals LLC, which provides tax preparation and compliance services.

By accessing this website, we assume you accept these terms and conditions. Do not continue to use Dynamic Tax Advisory if you do not agree to take all of the terms and conditions stated on this page.

Cookies

The website uses cookies to help personalize your online experience. By accessing Dynamic Tax Advisory, you agree to the use of required cookies.

A cookie is a text file placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie.

We may use cookies to collect, store, and track information for statistical, operational, or marketing purposes to operate our website. You have the ability to accept or decline optional cookies. Required cookies necessary for website operation do not require consent. By accepting required cookies, you may also accept third-party cookies used through integrated third-party services (for example, embedded video content).

License

Unless otherwise stated, Dynamic Tax Advisory LLC and/or its licensors own the intellectual property rights for all material on the Dynamic Tax Advisory website. All intellectual property rights are reserved.

You may access material from Dynamic Tax Advisory for your personal use, subject to the restrictions set forth in these terms and conditions.

You must not:

• Copy or republish material from Dynamic Tax Advisory

• Sell, rent, or sub-license material from Dynamic Tax Advisory

• Reproduce, duplicate, or copy material from Dynamic Tax Advisory

• Redistribute content from Dynamic Tax Advisory

This Agreement shall begin on the date you access the website.

User Comments and Content

Parts of this website may offer users an opportunity to post and exchange opinions or information. Dynamic Tax Advisory LLC does not pre-screen, edit, publish, or review comments prior to their appearance.

Comments do not reflect the views or opinions of Dynamic Tax Advisory LLC, Dynamic Tax Professionals LLC, or their agents or affiliates. To the extent permitted by law, Dynamic Tax Advisory LLC shall not be liable for comments or for any damages or expenses resulting from their use or appearance.

Dynamic Tax Advisory LLC reserves the right to monitor and remove comments that are inappropriate, offensive, or in breach of these Terms and Conditions.

You warrant that:

• You have the right to post comments and all necessary licenses and consents

• The comments do not infringe any intellectual property rights

• The comments do not contain defamatory, offensive, indecent, or unlawful material

• The comments will not be used to solicit or promote business or unlawful activity

You grant Dynamic Tax Advisory LLC a non-exclusive license to use, reproduce, edit, and distribute your comments in any media or format.

Hyperlinking to Our Content

The following organizations may link to our website without prior written approval:

• Government agencies

• Search engines

• News organizations

• Online directory distributors

• System-wide accredited businesses

Other organizations may request approval to link, including professional firms, educational institutions, and trade associations. Approval will be granted at our discretion.

Approved organizations may hyperlink using:

• Our corporate name

• The URL being linked to

• A description that fits the context of the linking party’s site

No use of logos or artwork is permitted without a written trademark license agreement.

Content Liability

We are not responsible for content appearing on external websites that link to our website. You agree to defend and hold us harmless against claims arising from your website.

No links should appear on any website containing unlawful, defamatory, obscene, or infringing content.

Reservation of Rights

We reserve the right to request removal of any links to our website and to amend these terms and conditions at any time. By continuing to link to our website, you agree to be bound by these terms.

Removal of Links

If you find any link on our website offensive, you may contact us. We will consider removal requests but are not obligated to act or respond.

Accuracy of Information

We do not warrant that information on this website is accurate, complete, or current. We do not guarantee availability of the website or that content will be updated.

Disclaimer

To the maximum extent permitted by law, we exclude all representations, warranties, and conditions relating to this website and its use.

Nothing in this disclaimer will:

• Limit liability for death or personal injury

• Limit liability for fraud or fraudulent misrepresentation

• Exclude liabilities not permitted under applicable law

As long as the website and its information are provided free of charge, we shall not be liable for any loss or damage of any nature.