Privacy Policy

Effective November 2026

Barbara J Dolan CPA PC respects your privacy. This notice explains what information I collect, how I use it, and how I protect it.

Information I collect

• Information you give me through this website's contact form: your name, email, phone number and message.

• Information you provide as a client, such as Social Security numbers, income, bank and account information, and the other financial records I need to prepare your returns, keep your books or run your payroll.

• Basic website traffic data collected by Squarespace (pages visited, browser and device type) through cookies.

How I use it

I use your information only to respond to your inquiry and to provide the services you've engaged me for, including filing returns with the IRS and state tax agencies.

Sharing

I do not sell or rent your information. I share it only:

• with the IRS and state or local tax agencies, as needed to file your returns;

• with secure software providers I use to deliver my services, who are required to protect it;

• with others when you authorize it, such as your financial advisor or lender; or

• when required by law.

As a tax preparer, I follow Internal Revenue Code Section 7216. I will not use or disclose your tax return information for any purpose other than preparing your return without your written consent.

How I protect it

I maintain a written information security plan. Client data is kept in secure cloud systems that encrypt information both in storage and in transit, protected by multi-factor authentication, and documents are exchanged through a secure client portal, in line with IRS and FTC requirements for tax professionals.

Questions

Call or text (631) 213-7937.