Privacy Policy

Effective Date: 07/17/2025

DAT Advisors is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website www.datadvisorsllc.com, and when you engage with our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, address, email, phone number, Social Security number, and financial data.
Non-Personal Information: Browser type, IP address, pages visited, and time spent on the site.

2. How We Collect Information

We collect information through:

Direct interactions (e.g., forms, emails, phone calls)
Client intake documents
Cookies and analytics tools on our website

3. Use of Information

We use your information to:

Provide accounting, tax, and advisory services
Respond to inquiries and requests
Comply with legal and regulatory obligations
Improve our website and services

4. Disclosure of Information

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law. This may include:

Disclosures to service providers under confidentiality agreements
Legal obligations (e.g., subpoenas, audits)
Business transfers (e.g., mergers or acquisitions)

5. Data Security

We maintain physical, electronic, and procedural safeguards to protect your personal information. These include secure servers, encryption, and restricted access protocols.

6. Your Rights

You have the right to:

Access and correct your personal data
Request deletion of your data (subject to legal obligations)
Opt out of certain communications

7. Cookies and Tracking

Our website may use cookies to enhance user experience. You can adjust your browser settings to refuse cookies, but some features may not function properly.

8. Changes to This Policy

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

9. SMS Privacy Policy

Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.

10. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

DAT Advisors
(888) 381-8937