Privacy Policy

Dynamic Assurance Services PLC, CPA

Effective Date: 06/01/2024 • Last Updated: 06/17/2026

1. Introduction

At DASCPAS, protecting the confidentiality and security of your personal and financial information is fundamental to the professional relationship we hold with every client. As a certified public accounting firm, we are entrusted with highly sensitive data, and we treat that responsibility with the utmost seriousness.

This Privacy Policy explains how we collect, use, disclose, safeguard, and retain your information when you engage our services, visit our offices, or interact with our website. It applies to current, former, and prospective clients.

2. Information We Collect

In the course of providing accounting, tax, advisory, and related professional services, we may collect the following categories of information:

Identifying information, such as your name, address, email address, telephone number, and date of birth.
Government identifiers, including Social Security numbers, Taxpayer Identification Numbers (TINs), and Employer Identification Numbers (EINs).
Financial information, including income, assets, liabilities, bank and brokerage account details, and transaction history.
Tax information, including prior returns, withholdings, deductions, credits, and supporting documentation.
Business information, where you engage us on behalf of an entity, including ownership, payroll, and operational records.
Technical information collected when you use our website, such as IP address, browser type, and usage data.

3. How We Use Your Information

We use the information we collect solely for legitimate professional purposes, including:

Prepare tax returns and provide accounting, audit, and advisory services.
Communicate with you regarding your engagement and respond to your inquiries.
Comply with applicable legal, regulatory, and professional obligations.
Maintain accurate records and administer our client relationships.

Use of tax return information is further governed by Internal Revenue Code Section 7216. We will not use or disclose your tax return information for any purpose other than preparing your return without first obtaining your written consent, except as permitted by law.

4. How We Protect Your Information

Safeguarding your data is a cornerstone of our practice. We have invested in enterprise-grade infrastructure and security systems to ensure that client information is stored safely and protected against unauthorized access, disclosure, alteration, or loss. Our safeguards include:

Industry-leading, hardened servers maintained in secure, access-controlled environments with continuous monitoring.
Encryption of sensitive data both in transit and at rest using strong, current cryptographic standards.
Multi-factor authentication, role-based access controls, and the principle of least privilege across all systems.
Regular security assessments, software updates, and patch management to address emerging threats.
Routine, encrypted backups and tested disaster-recovery procedures to preserve data integrity and availability.
Ongoing staff training on confidentiality, data handling, and information-security best practices.

Consistent with the FTC Safeguards Rule under the Gramm-Leach-Bliley Act, we maintain a written information security program designed to protect client information. While no system can be guaranteed to be completely secure, we are committed to applying robust, commercially reasonable measures to protect your data.

5. Disclosure of Information

We do not sell, rent, or trade your personal information. We may disclose your information only in the following limited circumstances:

With your consent, or at your direction.
To trusted service providers who assist us in delivering our services and who are contractually bound to maintain confidentiality and security.
To comply with subpoenas, court orders, regulatory examinations, or other legal obligations.
To respond to a peer review or enforcement inquiry, as required by professional standards.
To protect the rights, property, or safety of the Firm, our clients, or others as permitted by law.

6. Data Retention

We retain client information for as long as necessary to provide our services, comply with legal and regulatory retention requirements, resolve disputes, and enforce our agreements. Records are typically retained for a period of 5 years following the conclusion of an engagement, after which they are securely destroyed.

7. Your Rights and Choices

Depending on your jurisdiction, you may have the right to access, correct, or request deletion of certain personal information we hold about you, and to restrict or object to certain processing. To exercise any of these rights, please contact us using the details below. We will respond in accordance with applicable law.

8. Third-Party Websites

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

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The most current version will always be posted, and the “Last Updated” date above will reflect the latest revision.

10. Contact Us

If you have questions about this Privacy Policy or our handling of your information, please contact:

Dynamic Assurance Services PLC, CPA
Attn: Sam Khalil
22161 Outer Dr, Dearborn, MI 48124
Phone: (313)774-2227 | Email: Sam@dascpas.com