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Expert Tax Services for Your Business

Tax Preparation Services

Tax Planning and Consulting

Tax Planning and Consulting

Our tax preparation services are designed to help your business stay compliant and reduce your tax liabilities. We work with you to ensure that your taxes are filed accurately and in a timely manner.

Tax Planning and Consulting

Tax Planning and Consulting

Tax Planning and Consulting

Our tax planning and consulting services help you identify opportunities to reduce your tax liabilities and optimize your tax strategy. We can help you navigate complex tax laws and regulations to ensure that your business is taking advantage of all available tax benefits.

Bookkeeping and Accounting

Tax Planning and Consulting

Bookkeeping and Accounting

Our bookkeeping and accounting services help you stay organized and on top of your financials. We provide comprehensive financial reporting and analysis, giving you the insights you need to make informed business decisions.

IRS Representation

Business Advisory Services

Bookkeeping and Accounting

If you're facing an IRS audit or other tax-related issue, we can help. Our team has extensive experience representing businesses in front of the IRS and can help you navigate the process with confidence.

Payroll Services

Business Advisory Services

Business Advisory Services

Our payroll services make it easy to manage your payroll and stay compliant with federal and state regulations. We handle all payroll processing, tax withholdings, and reporting, giving you more time to focus on running your business.

Business Advisory Services

Business Advisory Services

Business Advisory Services

Our business advisory services help you identify growth opportunities and overcome challenges. We provide strategic planning, financial analysis, and other services to help you achieve your business goals.

Privacy Policy

 

Last Updated: 01Jan2026

Dunbar Taxes & Services (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains what personal information we collect, how we use it, who we share it with, and how we protect your data. By using our services, website, mobile tools, or SMS communication, you agree to the terms of this policy.

1. Information We Collect

We may collect the following types of personal information:

  • Contact information: name, phone number, email address, mailing address
  • Tax-related information: Social Security numbers, income documents, identification documents, dependent information, financial records
  • Business information: EIN, business income/expense details, supporting documents
  • Communication data: messages, emails, call logs, SMS interactions
  • Technical data: IP address, device information, browser type, and usage data when visiting our website
  • Scheduling and service preferences

2. How We Use Your Information

We use your information to:

  • Prepare and file your tax returns
  • Verify your identity and protect against fraud
  • Communicate with you regarding your tax preparation, appointments, updates, and support
  • Provide refund status updates and service notifications
  • Offer services such as refund advance loans (when applicable)
  • Improve our services, website, and client experience
  • Maintain internal records and compliance requirements

3. SMS Communication & Consent

When you provide your phone number, you may receive SMS messages related to:

  • Appointment reminders
  • Document requests
  • Refund updates
  • Service notifications
  • Customer care follow-ups
  • Promotional offers (only when permitted)

SMS consent is not shared with third parties.   You may opt out at any time by replying STOP.

4. Who We Share Information With

We only share your information with:

  • Tax preparation partners and processors (e.g., IRS‑authorized e‑file providers)
  • Financial partners when applying for refund advance products
  • Service providers who assist with secure document storage, communication, or technology support
  • Government agencies when required by law

We do not sell your personal information. We do not share SMS consent with third parties or affiliates.

5. Data Protection & Security

We use industry‑standard security measures to protect your information, including:

  • Encrypted data transmission
  • Secure document storage
  • Access controls and authentication
  • Regular system monitoring

While no system is 100% secure, we take every reasonable step to safeguard your data.

6. Your Rights

You may request to:

  • Update or correct your information
  • Access your records
  • Limit certain uses of your data
  • Withdraw SMS consent at any time

7. Contact Us

If you have questions about this Privacy Policy or your information, contact us:

Phone: 888‑305‑9098

Email: info@dunbartaxes.com

Website: www.DunbarTaxes.com

8. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with the updated date.

Copyright © 2025 Dunbar Tax & Services - All Rights Reserved.

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