Dream, Create & Inspire LLC (“DCI LLC,” “DCI,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal, business, financial, and tax-related information entrusted to us.

This Privacy Policy explains how DCI LLC collects, uses, stores, protects, and shares information when you visit dcillc.org, use our services, complete online forms, schedule appointments, make payments, participate in payment plans, purchase products or services, or communicate with us.

By accessing or using our website or services, you acknowledge that you have read and understood this Privacy Policy.

1. Information We Collect

Depending on the services you request, DCI LLC may collect information including, but not limited to:

  • Full name

  • Email address

  • Telephone number

  • Mailing address

  • Business name and business information

  • Taxpayer and tax-related information

  • Financial information necessary to provide requested services

  • Tax documents and supporting documentation

  • Documents uploaded through our online forms or secure systems

  • Information provided during consultations

  • Appointment and scheduling information

  • Payment and transaction information

  • Payment-plan information

  • Communications between you and DCI LLC

  • Information submitted through client questionnaires, applications, and forms

  • Information necessary to verify or complete requested services

We collect information that is reasonably necessary to provide, administer, and improve our products and services.

2. Tax and Financial Information

Certain DCI LLC services require the collection of sensitive tax, financial, business, and personal information.

This information may be used to provide tax preparation, tax-related services, business services, bookkeeping, consulting, document preparation, and other services requested by the client.

Clients are responsible for providing accurate, complete, and current information.

DCI LLC does not guarantee any particular tax refund, tax liability, deduction, credit, IRS determination, filing result, audit outcome, or processing time.

3. How We Use Your Information

Information collected by DCI LLC may be used to:

  • Provide requested products and services;

  • Prepare tax-related documents and filings;

  • Provide authorized tax preparation and filing support;

  • Communicate with clients;

  • Respond to questions and requests;

  • Schedule and manage appointments;

  • Process payments;

  • Administer payment plans;

  • Deliver documents and completed services;

  • Provide coaching, consulting, business, bookkeeping, notary, educational, or other requested services;

  • Maintain client and business records;

  • Improve our website and services;

  • Prevent fraud, abuse, or unauthorized activity;

  • Comply with applicable legal, tax, regulatory, and administrative requirements; and

  • Protect the rights, property, and security of DCI LLC and its clients.

4. Payment Information

DCI LLC may use third-party payment processors to process payments for products and services.

Payment information may include:

  • Transaction information;

  • Amount paid;

  • Payment date;

  • Payment status;

  • Billing information;

  • Payment-plan information; and

  • Information necessary to resolve payment issues.

Payments may be processed through third-party providers such as PayPal, Square, or other payment processors made available by DCI LLC.

Where payment information is processed directly by a third-party payment provider, that provider may collect and process payment information according to its own privacy policy and terms.

DCI LLC does not intentionally store complete payment-card information when payment information is processed directly by a third-party payment processor.

5. Payment Plans

DCI LLC may offer payment plans for certain products or services.

If you choose a payment plan, DCI LLC may collect and retain information necessary to administer the arrangement, including payment dates, installment amounts, payment status, remaining balances, and transaction records.

Payment-plan information may be used to:

  • Process scheduled payments;

  • Monitor account status;

  • Communicate regarding upcoming or missed payments;

  • Maintain financial and business records;

  • Resolve payment disputes; and

  • Enforce the terms of the applicable payment agreement.

Payment-plan information may be shared with the applicable payment processor when necessary to process authorized payments.

6. No Refund Policy

DCI LLC operates under a No Refund Policy.

Information related to purchases, payments, payment plans, cancellations, disputes, and transactions may be retained as necessary to maintain business records, respond to disputes, comply with applicable legal requirements, and protect DCI LLC's rights.

The collection or retention of payment information does not create a right to a refund.

7. Online Forms and Uploaded Documents

DCI LLC may use online forms to collect information and documents necessary to provide requested services.

Forms may request personal, business, tax, financial, or other service-related information.

Certain forms may be hosted or processed through third-party providers, including Jotform.

Information submitted through third-party forms may be subject to both this Privacy Policy and the applicable third-party provider's privacy policy and terms.

Clients should use the designated secure forms or document-upload systems whenever available.

8. Data Security

DCI LLC uses reasonable administrative, technical, and physical safeguards designed to protect client information.

Depending on the service and system used, these safeguards may include:

  • SSL/TLS encryption;

  • Secure online forms;

  • Secure file uploads;

  • Password-protected systems;

  • Restricted access;

  • Secure electronic-signature systems;

  • Secure document-management systems; and

  • Other reasonable security measures.

DCI LLC takes the protection of sensitive tax and financial information seriously.

However, no website, electronic transmission, online platform, email system, or internet-based service can be guaranteed to be completely secure.

9. Information Sharing

DCI LLC does not sell, rent, or trade client personal information for marketing purposes.

Information may be shared when reasonably necessary:

  • To provide services requested by the client;

  • With authorized service providers;

  • With payment processors;

  • With scheduling providers;

  • With form providers;

  • With secure document or technology providers;

  • When authorized by the client;

  • When required by law;

  • To comply with applicable tax or regulatory requirements;

  • To respond to legal processes or governmental requests;

  • To prevent fraud or unauthorized activity; or

  • To protect the rights, property, safety, or security of DCI LLC, its clients, or others.

10. Third-Party Service Providers

DCI LLC may use third-party companies and platforms to operate our website and provide services.

These may include:

  • Payment processors;

  • Scheduling platforms;

  • Online form providers;

  • Document-management platforms;

  • Electronic-signature providers;

  • Website hosting providers;

  • Analytics providers; and

  • Other technology or service providers.

Our website currently utilizes or may utilize services such as PayPal, Square, Acuity, Jotform, and other third-party platforms.

These companies may collect, process, or store information according to their own privacy policies and terms.

DCI LLC is not responsible for the independent privacy practices or security policies of third-party providers.

11. Scheduling Information

Appointments may be scheduled through third-party scheduling platforms, including Acuity.

Scheduling information may include your name, contact information, appointment type, appointment date and time, and information you voluntarily provide when scheduling.

This information is used to manage appointments and provide requested services.

12. Cookies and Website Analytics

The DCI LLC website may use cookies, pixels, analytics tools, or similar technologies.

These technologies may be used to:

  • Operate website functions;

  • Improve website performance;

  • Understand website traffic;

  • Analyze visitor behavior;

  • Improve user experience; and

  • Understand how visitors interact with our website.

You may be able to control or disable certain cookies through your internet browser settings.

Disabling cookies may affect certain website features or functionality.

13. Communications

If you provide DCI LLC with your email address, telephone number, or other contact information, we may use that information to communicate with you regarding:

  • Requested services;

  • Appointments;

  • Payments;

  • Payment plans;

  • Documents;

  • Account or service updates;

  • Questions or requests; and

  • Other communications related to your relationship with DCI LLC.

You may contact DCI LLC regarding certain communications you no longer wish to receive.

Certain service-related, transactional, legal, or administrative communications may still be necessary.

14. Data Retention

DCI LLC may retain personal, business, tax, financial, payment, and service-related information for as long as reasonably necessary to:

  • Provide services;

  • Maintain accurate business records;

  • Meet tax and accounting requirements;

  • Comply with applicable laws and regulations;

  • Maintain required professional records;

  • Resolve disputes;

  • Prevent fraud;

  • Process or document payments;

  • Administer payment plans; and

  • Protect the rights and interests of DCI LLC and its clients.

Retention periods may vary depending on the type of information and the purpose for which it was collected.

15. Your Privacy Rights

Depending on applicable law, you may have the right to request:

  • Access to certain personal information we maintain about you;

  • Correction of inaccurate information;

  • Deletion of certain information where legally permitted;

  • Information about how your information is collected or used; and

  • Other privacy rights provided by applicable law.

Some information may not be eligible for deletion because DCI LLC may be legally required to retain certain tax, financial, transaction, business, or other records.

To make a privacy-related request, please contact DCI LLC using the contact information provided on our website.

16. Children's Privacy

Our website and services are not intentionally directed toward children under the age of 13.

DCI LLC does not knowingly collect personal information from children under 13 through our website without appropriate authorization.

If you believe that a child has submitted personal information to DCI LLC without appropriate authorization, please contact us.

17. External Links

Our website may contain links to third-party websites, platforms, or services.

DCI LLC does not control and is not responsible for the privacy practices, content, security, or policies of third-party websites.

We encourage users to review the privacy policies of any third-party website they visit.

18. Business Transfers

If DCI LLC undergoes a merger, acquisition, restructuring, sale of assets, or other business transaction, information maintained by DCI LLC may be transferred as part of that transaction, subject to applicable legal requirements.

19. Changes to This Privacy Policy

DCI LLC may update this Privacy Policy from time to time to reflect changes in:

  • Our services;

  • Website functionality;

  • Technology;

  • Business practices;

  • Third-party service providers; or

  • Applicable laws and regulations.

When changes are made, the updated Privacy Policy will be posted on this page with a revised effective date.

Your continued use of our website or services after an updated Privacy Policy is posted constitutes acknowledgment of the updated policy to the extent permitted by applicable law.

20. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or how DCI LLC handles your information, please contact us through the contact information provided on the DCI LLC website.

Dream, Create & Inspire LLC
All Rights Reserved.

This Privacy Policy is provided for general informational purposes and does not constitute legal advice. DCI LLC recommends consulting a qualified attorney regarding privacy, tax, consumer-protection, data-security, and other legal requirements that may apply to your specific business and services.

Privacy Policy