Effective date: August 1, 2026
Last updated: August 1, 2026

1. Introduction

Domino Tax Accounting Services LLC, referred to in this Privacy Policy as “Domino,” “we,” “us,” or “our,” respects the privacy and confidentiality of its clients, prospective clients, website visitors, and business contacts.

This Privacy Policy and Financial Privacy Notice explains how we collect, use, disclose, retain, and protect personal information when you:

• Visit www.dominotacs.com;
• Submit a contact or consultation form;
• Schedule an appointment;
• Communicate with us by telephone, email, video conference, or in person;
• Request or receive tax, accounting, bookkeeping, payroll, QuickBooks, or business-support services;
• Use a client portal, document-sharing platform, electronic-signature service, or payment service made available by us; or
• Otherwise interact with Domino.

This policy applies to information collected through the public website and in connection with our professional services. Additional privacy notices, engagement letters, portal terms, or legally required consent forms may apply to particular services.

2. Information we collect

The personal information we collect depends on how you interact with us and which services you request.

A. Identification and contact information

We may collect:

• Full name;
• Mailing and residential address;
• Email address;
• Telephone number;
• Business or organization name;
• Job title;
• Preferred method of communication; and
• Appointment or consultation details.

B. Tax and financial information

When required to provide professional services through an approved secure process, we may collect:

• Social Security numbers;
• Individual Taxpayer Identification Numbers;
• Employer Identification Numbers;
• Tax returns and tax forms;
• Income and deduction information;
• Bank and financial-account information;
• Investment, property, retirement, and business records;
• Tax notices and correspondence;
• Information concerning dependants and household members;
• Filing status and residency information; and
• Other information reasonably necessary to prepare returns, maintain financial records, provide planning services, or complete an engagement.

Do not submit this information through the website’s general contact form or ordinary email unless we have specifically instructed you to use an approved secure method.

C. Business, bookkeeping, and payroll information

For business clients, we may collect:

• Business registration and ownership information;
• Accounting and general-ledger records;
• Revenue and expense information;
• Bank and credit-card transactions;
• Accounts payable and accounts receivable;
• Payroll and contractor records;
• Employee names and tax information;
• W-2 and 1099 information;
• Budgets, projections, and cash-flow records;
• QuickBooks or other accounting-system information; and
• Information regarding business operations and financial reporting.

D. Service and engagement information

We may collect:

• Services requested;
• Engagement history;
• Professional communications;
• Documents you submit;
• Notes concerning meetings and consultations;
• Questions and instructions provided by you;
• Payment, billing, and transaction records; and
• Records needed to comply with professional, legal, security, and recordkeeping obligations.

E. Website and technical information

When you use our website, certain information may be collected automatically, including:

• Internet Protocol address;
• Browser and device type;
• Operating system;
• General geographic area derived from an IP address;
• Pages visited;
• Date and time of visits;
• Referring website;
• Links selected;
• Form-interaction information;
• Cookie identifiers; and
• Website security and diagnostic information.

We do not use the public website to intentionally collect precise geolocation, biometric information, or confidential tax documents.

F. Information from third parties

We may receive information from:

• Tax, bookkeeping, payroll, and accounting software providers;
• Authorized representatives;
• Financial institutions when authorized by you;
• Government agencies;
• Previous accountants or tax professionals when authorized;
• Payment processors;
• Client-referral sources;
• Public records; and
• Other parties you direct to provide information to us.

3. How we use personal information

We may use personal information to:

• Respond to inquiries and consultation requests;
• Confirm appointments;
• Evaluate whether we can provide a requested service;
• Prepare tax returns and related filings;
• Provide tax-planning services;
• Maintain and reconcile accounting records;
• Provide bookkeeping, payroll, QuickBooks, and business-support services;
• Prepare financial statements and reports;
• Communicate about an engagement;
• Verify identity and authority;
• Operate secure client portals and document-sharing systems;
• Process payments and maintain billing records;
• Detect and prevent fraud, identity theft, misuse, and security incidents;
• Maintain and improve our website and services;
• Meet professional, tax, accounting, legal, regulatory, and recordkeeping obligations;
• Respond to lawful government, court, or regulatory requests;
• Establish, exercise, or defend legal rights;
• Conduct internal quality, compliance, and security reviews; and
• Perform other activities with your authorization or as permitted by law.

We limit the collection and use of personal information to information reasonably relevant to the service, transaction, or legally permitted purpose.

4. Tax-return information

Tax-return information is subject to special federal protections.

Domino will not knowingly or recklessly use or disclose tax-return information for an unauthorized purpose. We use and disclose tax-return information only:

• To prepare or assist in preparing a tax return;
• To provide services reasonably connected with an authorized engagement;
• As permitted by Treasury regulations;
• As required by law, court order, or lawful government process; or
• With a taxpayer’s legally valid consent when separate consent is required.

A general website consent, acceptance of website terms, or agreement to this Privacy Policy is not intended to replace a consent required under Internal Revenue Code § 7216 or its regulations. When a separate consent is legally required, it will be presented independently and will describe the specific proposed use or disclosure. Section 7216 generally restricts a tax-return preparer from using or disclosing tax-return information for unauthorized purposes, subject to regulatory exceptions and properly obtained consent.

5. Financial privacy

As a tax and accounting services provider, Domino may be treated as a financial institution under federal privacy and security rules.

We may collect nonpublic personal information from:

• Applications, questionnaires, forms, and engagement documents;
• Tax and financial records supplied by clients;
• Transactions performed in connection with our services;
• Communications with clients;
• Authorized third parties; and
• Tax, accounting, payroll, bookkeeping, payment, and document-management systems.

We do not disclose nonpublic personal information about current or former clients to nonaffiliated third parties except:

• As needed to provide services requested or authorized by the client;
• To service providers acting on our behalf and subject to appropriate confidentiality or security obligations;
• As permitted or required by law; or
• With the client’s legally effective authorization.

The Gramm-Leach-Bliley Act Privacy Rule generally requires covered financial institutions to give customers a clear privacy notice describing how nonpublic personal information is collected, disclosed, and protected. Initial or other required notices must be delivered in the manner and at the time required by law; posting this page alone may not satisfy every client-delivery obligation.

6. How we disclose information

We may disclose information to the following categories of recipients.

A. Professional service providers

These may include providers of:

• Website hosting;
• Cloud storage;
• Secure client portals;
• Tax-preparation software;
• Bookkeeping and accounting software;
• Payroll systems;
• Electronic signatures;
• Appointment scheduling;
• Email and telecommunications;
• Information technology and cybersecurity;
• Payment processing;
• Document delivery;
• Data backup;
• Website analytics; and
• Professional support services.

Providers receive only the information reasonably needed to perform their functions and are expected to use it only for authorized purposes.

B. Professional advisers

Information may be disclosed to lawyers, insurers, auditors, consultants, or other professional advisers where reasonably necessary and permitted by law.

C. Government and regulatory authorities

We may disclose information to:

• The Internal Revenue Service;
• The Maryland Comptroller;
• Other federal, state, local, or foreign taxing authorities;
• Courts and law-enforcement agencies;
• Professional licensing or regulatory authorities; and
• Other governmental bodies where authorized or legally required.

D. Business transactions

Information may be transferred in connection with a proposed or completed merger, acquisition, financing, reorganization, sale of assets, change in ownership, or similar transaction, subject to applicable confidentiality, taxpayer-information, and legal requirements.

E. Authorized disclosures

We may disclose information at your direction or with your legally valid authorization.

7. Sale of personal information and targeted advertising

Domino does not sell tax-return information or nonpublic personal financial information.

Domino does not use confidential tax or accounting records for cross-context behavioral advertising.

At the effective date of this policy, we do not sell personal information in exchange for money or other valuable consideration and do not knowingly sell or use the personal information of individuals under 18 for targeted advertising.

Should our practices change, we will update this notice and provide any legally required notice, consent, or opt-out mechanism before implementing the changed practice.

8. Cookies and similar technology

Our website may use cookies and similar technology for:

• Essential website operation;
• Security and fraud prevention;
• Remembering privacy choices;
• Form functionality;
• Website performance;
• Analytics; and
• Embedded content.

Further information is provided in our Cookie Policy.

Where applicable, visitors may reject or manage nonessential cookies through the cookie-preference tool. We will also respond to legally recognized opt-out preference signals where required.

9. Data security

We use administrative, technical, and physical safeguards intended to protect personal information against unauthorized access, loss, alteration, destruction, disclosure, or misuse.

Our safeguards may include:

• Access restrictions;
• Authentication controls;
• Secure portals;
• Encryption where appropriate;
• Device and system protections;
• Employee confidentiality obligations;
• Security awareness and training;
• Vendor oversight;
• Backup and recovery procedures;
• Risk assessments;
• Monitoring and testing; and
• Incident-response procedures.

No method of transmission or storage is completely secure. We therefore cannot guarantee absolute security.

The FTC Safeguards Rule requires covered tax-preparation firms to maintain a written information-security program with protections appropriate to the firm’s size, activities, and customer information. Maryland law also requires reasonable security practices and appropriate service-provider protections for covered personal information.

10. Record retention and secure disposal

We retain personal information for as long as reasonably necessary to:

• Complete an engagement;
• Maintain accurate business and professional records;
• Comply with tax, accounting, legal, regulatory, insurance, and professional obligations;
• Resolve disputes;
• Enforce agreements;
• Detect fraud and security incidents; and
• Establish or defend legal claims.

Retention periods may vary according to the type of information, service, legal requirement, engagement terms, and applicable limitation period.

When information is no longer required, we take reasonable measures to delete, destroy, anonymize, or otherwise dispose of it securely. Maryland law requires businesses destroying records containing covered personal information to take reasonable steps against unauthorized access or use.

11. Maryland and other privacy rights

Where applicable law grants you privacy rights, you may request to:

• Confirm whether we process your personal information;
• Access personal information held about you;
• Correct inaccurate information;
• Request deletion, subject to legal and professional retention requirements;
• Obtain a portable copy of eligible information;
• Receive information about categories of third parties to which information was disclosed;
• Withdraw consent where processing is based on consent;
• Opt out of a sale of personal information;
• Opt out of targeted advertising;
• Opt out of qualifying automated profiling; and
• Appeal a decision concerning a privacy request.

MODPA grants eligible Maryland consumers rights concerning access, correction, deletion, portability, third-party disclosure categories, and specified opt-outs. Covered controllers generally must respond within 45 days and maintain an appeal process, with an appeal response generally due within 60 days. Those requirements apply only where Domino and the relevant processing are within the law’s scope and not exempt.

Submitting a request

Send a request using either of the following:

Email: info@dominotacs.com
Mail: Domino Tax Accounting Services LLC, 21 Apple Seed Lane, Gaithersburg, MD 20878

Use the subject line:

Privacy Rights Request

Include:

• Your full name;
• Your email address;
• The nature of your request;
• Your relationship with Domino; and
• Sufficient information to help us locate the relevant records.

Do not include a Social Security number, tax return, bank information, or identification document in the initial request.

Verification

We may request information reasonably necessary to verify your identity or authority. We will not request more information than reasonably needed for verification.

An authorized agent may submit a request where permitted by law. We may verify both the identity of the consumer and the agent’s authority.

Appeals

Where applicable, you may appeal a refusal or partial refusal by emailing info@dominotacs.com with the subject:

Privacy Request Appeal

Explain why you believe the decision should be reconsidered.

12. Non-discrimination

Domino will not unlawfully discriminate against an individual for exercising a privacy right.

Exercising a privacy right will not result in denial of services, different prices, or a different level of service except where a requested deletion or limitation makes it impossible to provide a service or where another lawful exception applies.

13. Children and minors

Our website and services are not directed to children under 13.

We do not knowingly collect personal information online from a child under 13 without legally required parental or guardian authorization.

Individuals under 18 should use the website and request services only with the involvement of a parent or legal guardian. We do not knowingly sell personal data concerning minors or use such data for targeted advertising.

14. Security incidents

If we discover a security incident involving personal information, we will investigate and take appropriate responsive measures.

Where legally required, we will notify affected individuals, the Maryland Office of the Attorney General, the Federal Trade Commission, law enforcement, regulatory authorities, or other parties.

Maryland generally requires qualifying consumer breach notification as soon as reasonably practicable and no later than 45 days after discovery, subject to the statute’s investigation, misuse, and law-enforcement provisions. Notice to the Maryland Attorney General must precede notice to affected consumers.

15. Third-party websites

Our website may contain links to government agencies, software providers, payment services, social-media platforms, or other third-party websites.

We do not control and are not responsible for the privacy, security, content, or accessibility practices of third parties. Review the policies of a third-party service before providing information to it.

16. Changes to this policy

We may update this Privacy Policy to reflect changes in:

• Our services;
• Website functionality;
• Service providers;
• Legal requirements;
• Security practices; or
• Information-handling procedures.

The revised policy will be posted with a new “Last updated” date. Where required, we will provide additional notice or obtain consent before applying a material change.

17. Contact us

Questions or concerns regarding privacy may be directed to:

Domino Tax Accounting Services LLC
21 Apple Seed Lane
Gaithersburg, MD 20878

Email: info@dominotacs.com
Website: www.dominotacs.com