Privacy Policy

This policy explains how Davis Schuler & Associates, LLC ("we," "us") collects, uses and protects information on davistaxes.com, our Business Advisory portal, and the forms, calculators and emails connected to them. Your engagement letter governs the professional services we provide to clients.

Information we collect

• Contact and intake forms: your name, email, phone number and anything you tell us about your situation.
• Calculators: the figures you enter in the IRS options, S Corp and Utah PTE calculators, and your contact details if you choose to send results to us.
• Free financial report: the profit and loss and balance sheet you upload, the totals we read from them, and your name, email and business name.
• Client services: tax returns, financial statements, bookkeeping records and other documents you give us as a client.
• QuickBooks Online data: when a client connects a QuickBooks Online company to our Business Advisory portal, we retrieve accounting reports and company information with read-only access.
• Website use: pages visited, the site or ad that referred you, and basic device information, collected with cookies and similar tools.
• Chat: messages you send to the assistant on our website.

How we use information

• To respond to your request and provide the services you engage us for.
• To prepare reports, dashboards and calculator results.
• To send follow-up emails about your request or report, if you agree. Every follow-up email has an unsubscribe link.
• To measure which pages and ads bring visitors, and to improve the website.
• To secure our systems and meet our legal and professional obligations.

We do not sell your information.

Tax return information

As tax professionals, we follow the IRS rules on the use and disclosure of tax return information (Internal Revenue Code section 7216) and the Federal Trade Commission Safeguards Rule. We do not use or share your tax return information for any purpose other than preparing your returns and providing the services you engaged us for, unless you give written consent or the law requires it.

QuickBooks Online connection

The QuickBooks connection uses Intuit's secure authorization. We never see or store your Intuit password. Access tokens are stored encrypted and used only to retrieve reports for the company you authorized. We do not create, edit or delete transactions in your QuickBooks file through this connection. You can disconnect at any time, and we then stop retrieving data and revoke the stored tokens.

Who we share information with

• People you authorize, such as business partners or staff you ask us to add.
• Service providers that host our website and portals, store files, send email, schedule appointments, and measure website and ad performance, under obligations to protect the information.
• Government agencies when you engage us to file returns or represent you, and when required by law or professional standards.

Cookies and advertising

We use our website platform's analytics and Google Ads conversion tracking to understand how visitors find and use the site. You can block or delete cookies in your browser settings, and you can manage Google ad settings at adssettings.google.com.

How we protect information

Client data is available only to authorized staff and the client users you approve. Uploaded files are stored privately and opened through short-lived links. We maintain a written information security plan as required of tax professionals.

Keeping and deleting information

We keep client records for as long as you are a client and for the period required by law and professional standards afterward. Information from people who are not clients, such as free report uploads and form entries, is kept only as long as needed to respond and follow up. You may ask us to delete information we are not required to keep.

Your choices

• Unsubscribe from follow-up emails with the link in any email.
• Disconnect QuickBooks at any time.
• Ask for a copy of, a correction to, or deletion of your information, subject to our record-keeping obligations.

Children

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

Changes to this policy

We will post changes on this page and update the date at the top. See also our Terms of Use.

Contact us

Davis Schuler & Associates, LLC
4640 S 3500 W, Suite 2, West Haven, UT 84401
(801) 620-0586 · support@davistaxes.com