Privacy Policy

Dragon Tax & Management, Inc. Effective Date: April 2026

1. Introduction

At Dragon Tax & Management, Inc. (“we,” “our,” or “us”), your trust matters. We respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information, and the choices you have about it.

2. Scope

This Policy applies to personal information collected in the United States and is designed to comply with U.S. federal and state privacy laws, including the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).

3. Information We Collect

We may collect:

• Identifiers: Name, email, phone number, mailing address, IP address
• Financial and Tax Information: Income details, tax returns, bank and payroll data, business records
• Professional Information: Employer details, business ownership, corporate filings
• Internet or Network Activity: Website browsing activity, device type, browser, usage data via cookies
• Sensitive Personal Information: Social Security numbers, taxpayer IDs, financial account credentials, government-issued IDs

4. How We Use Your Information

We use your information to:

• Provide tax preparation, filing, and advisory services
• Meet federal, state, and local compliance requirements
• Communicate with you about deadlines, updates, and services
• Maintain records for audits and legal obligations
• Improve our services and client experience
• Detect and prevent fraud or security issues

We do not use your information for unrelated purposes without your consent.

5. Legal Basis for Processing

Depending on the situation, we process information based on:

• Contract obligations
• Legal compliance
• Legitimate business interests
• Your consent

6. Sharing Information

We do not sell or share personal information for advertising. We may disclose information to:

• Government Authorities: IRS, state tax agencies, regulators
• Service Providers: Secure cloud storage, payroll and accounting software, IT and cybersecurity vendors
• Professional Advisors: Attorneys, auditors, compliance experts

All third parties are required to protect your data.

7. Data Security

We take security seriously. Measures include:

• Encrypted data transmission
• Secure client portals
• Access controls and authentication
• Employee confidentiality agreements

No system can guarantee absolute security, but we work hard to protect your information.

8. Data Retention

We keep personal information:

• As long as needed for services and compliance
• As required by IRS and regulatory laws
• For legitimate business and legal purposes

9. Your Privacy Rights (California Residents)

If you live in California, you have rights under the CCPA and CPRA, including:

• Knowing what data we collect and how it is used
• Accessing your personal information
• Requesting deletion (with legal exceptions)
• Correcting inaccurate information
• Limiting use of sensitive data
• Opting out of data sales (we do not sell data)

To exercise these rights, email tax@dragontax.com. We will verify your identity before processing requests.

10. Cookies and Tracking

We use cookies to improve website functionality, analyze traffic, and enhance your experience. You can disable cookies in your browser settings.

11. Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect their information.

12. Third-Party Links

Our website may link to other sites. We are not responsible for their privacy practices.

13. Data Breach Notification

If a data breach occurs, we will notify affected individuals and authorities as required by law.

14. Updates to This Policy

We may update this Policy from time to time. Any changes will be posted here with a new “Effective Date.”

15. Contact Us

Dragon Tax & Management, Inc.
Email: tax@dragontax.com
Phone: (650) 345-2604 / (415) 841-2725