At Dream Multiservices Group, we value your trust and are committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website, use our secure client portal, or utilize our tax preparation, notary, and financial services.
By accessing our website or using our services, you consent to the data practices described in this policy.
1. Information We Collect
We collect information that is necessary to provide accurate tax preparation, credit repair, and multiservices. This includes:
- Personal Identification Information: Name, mailing address, email address, phone number, date of birth, and Social Security Number (SSN) or ITIN for you and your dependents.
- Financial Information: Income statements (W-2, 1099), bank account details (for direct deposit/refund advances), investment records, and credit history (for credit repair services).
- Supporting Documentation: Driver’s licenses/State IDs, proof of address, and receipts for deductions.
- Usage Data: Information on how you access our website, including IP address, browser type, and operating system.
2. How We Use Your Information
We use the information we collect for the following purposes:
- Service Delivery: To prepare and file your tax returns with the IRS and state authorities, process refund advances (up to $6,000), and perform notary or credit repair acts.
- Communication: To contact you regarding the status of your filing, request missing documents, or schedule appointments.
- Marketing: To send you newsletters (like our Tax Prep Checklist) or updates on tax laws. You may opt-out of marketing communications at any time.
- Security: To verify your identity and prevent fraud.
3. How We Share Your Information
We do not sell, rent, or trade your personal information to third parties. We only share information in the following specific scenarios:
- Government Agencies: To file your tax return with the Internal Revenue Service (IRS) and applicable State Revenue Departments.
- Financial Partners: If you apply for a Refund Advance or bank product, we share necessary data with our banking partners to process your application.
- Service Providers: We may use trusted third-party software (e.g., tax software, secure document upload portals) to assist in operating our business. These parties are contractually obligated to keep your information confidential.
- Legal Requirements: If required by law, subpoena, or to protect the rights and safety of Dream Multiservices Group and our clients.
SMS/Text Messaging Consent: No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.
4. Data Security
We implement top-tier security measures to protect your nonpublic personal information.
- Secure Transmission: All sensitive data submitted via our website or client portal is transmitted via Secure Socket Layer (SSL) encryption.
- Storage: We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
5. Cookies and Tracking
Our website may use “cookies” to enhance your user experience. A cookie is a small file placed on your hard drive to analyze web traffic. You can choose to accept or decline cookies through your browser settings.
6. Your Rights and Choices
- Access & Correction: You have the right to review the information we have on file and request corrections to any inaccuracies.
- Opt-Out: You may unsubscribe from our marketing emails at any time by clicking the “unsubscribe” link at the bottom of our emails.
7. Changes to This Policy
Dream Multiservices Group reserves the right to update this Privacy Policy at any time. We will notify you of significant changes by updating the “Effective Date” at the top of this page.
8. Contact Us
If you have questions about this Privacy Policy or how we handle your data, please contact us:
Dream Multiservices Group
- Phone: (832) 464-8188
- Email: dreammultiservicesgroup@outlook.com
- Location: Houston, Texas