Privacy Policy (Effective January 2026)

Full Circle Tax Services, LLC
(Dedicated Project Resources, LLC d/b/a Full Circle Tax Services)

1. Introduction

Full Circle Tax Services, LLC (“Full Circle,” “we,” “us,” or “our”), operated by Dedicated Project Resources, LLC, is committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website, services, and communications.

This policy applies to all clients, prospective clients, and website visitors within the United States.

2. Information We Collect

In the course of providing tax preparation, tax planning, bookkeeping, payroll, and related professional services, we may collect nonpublic personal information, including but not limited to:

Personal Identifiers

Name, address, email address, phone number
Date of birth
Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN)

Financial & Tax Information

Income data (e.g., W-2s, 1099s, K-1s)
Bank account and routing numbers (for refunds or payments)
Prior-year tax returns
Dependent and household information
Business financial records

Technical & Communication Data

Information submitted through website forms
Client portal uploads
Emails, phone calls, text messages, and voicemail communications
Scheduling information

We collect information only as necessary to provide professional services, comply with legal obligations, and operate our business.

3. How Information Is Collected

Information may be collected through:

Our website and online forms
Client portals
Email, phone, SMS, or virtual meetings
In-person meetings and paper documents
Scheduling systems and automated assistants

4. Use of Information

We use collected information to:

Prepare and file tax returns
Provide tax planning, bookkeeping, payroll, and advisory services
Communicate with clients
Process payments
Comply with federal and state regulations
Maintain business records
Improve our services and operations

We do not sell or rent personal information.

5. Information Sharing & Disclosure

We may disclose information only as permitted or required by law, including:

To tax authorities (e.g., IRS, state agencies) for filing purposes
To third-party service providers who assist with:
- Tax preparation software
- Secure client portals
- Email and communications
- Payment processing
- Data storage and security
When required by law, subpoena, or regulatory request
With client authorization

All service providers are contractually obligated to maintain confidentiality and data security.

6. Payment Processing

Payments are processed through third-party payment processors. Full Circle Tax Services does not store or retain full payment card information. Payment data is handled directly by the processor in accordance with their security and compliance standards.

7. Data Security

We implement administrative, technical, and physical safeguards designed to protect your information, including:

Secure portals and encrypted systems
Access controls and authentication measures
Limited access to confidential information
Secure storage and disposal practices

While no system can be guaranteed 100% secure, we follow industry-standard practices consistent with federal regulations, including the Gramm-Leach-Bliley Act (GLBA).

8. Data Retention

Client information is retained for as long as necessary to:

Provide services
Meet legal, regulatory, and professional obligations
Resolve disputes
Enforce agreements

Records are securely disposed of when no longer required.

9. Cookies & Website Use

Our website does not knowingly use behavioral tracking, targeted advertising, or profiling technologies. Limited technical data may be collected automatically to ensure website functionality and security.

10. Client Rights

Clients may request to:

Access or update personal information
Request clarification regarding data use
Withdraw consent where applicable

Requests may be submitted to [email protected]. Certain records cannot be altered or deleted due to legal obligations.

11. Children’s Information

Our services are not directed to children under 13. We do not knowingly collect information from children except where required for tax filing purposes (e.g., dependent information provided by a parent or guardian).