DD&K Services Inc. (“DD&K Services,” “we,” “our,” or “us”) values and protects your privacy. This Privacy Policy (“Policy”) explains how we collect, use, and safeguard your personal information when you visit our website, schedule consultations, purchase services, or engage with our online programs and resources.

Our Policy reflects our commitment to transparency, integrity, and accountability, while meeting current privacy standards.

By using our website and related services, you consent to the practices described in this Policy.

Changes to This Policy

We may update this Policy periodically to reflect changes in our practices or applicable laws. Any updates will be posted on this page with a revised “Last Updated” date. Continued use of our website after changes constitutes acceptance of the updated terms.

Scope of This Policy

This Policy applies solely to DD&K Services Inc. and governs data collection, processing, and usage.
It does not apply to third-party websites, affiliates, or platforms we do not control.
If you access other sites through links on our website, please review their respective privacy policies.

Information We Collect

You may choose whether or not to provide personal information. Declining to provide information may limit access to certain services.

We collect the following types of data:

1. Personal Information Provided Voluntarily

This includes your name, address, email, phone number, payment details, and any personal information you provide when you:

Schedule a consultation

Request services

Purchase a plan or product

Subscribe to updates or newsletters

2. Automatic Information

Collected through cookies, analytics tools, and tracking technologies, such as:

IP address

Browser type

Pages visited

Operating system

Date and time of access

3. Optional Information

Information you choose to share, such as:

Demographic details

Preferences

Survey responses

Why We Collect Information & Retention Period

We collect your information to:

Provide and fulfill services such as Tax Preparation, Life & Health Insurance Enrollment, Credit Repair, College Planning, Retirement Planning, and Notary Services

Process secure payments through trusted third-party providers

Improve website performance and customer experience

Send newsletters, updates, and promotional materials (with your consent)

Contact you for testimonials or service improvements

Comply with tax, legal, or regulatory requirements

We retain your personal information only as long as necessary to fulfill these purposes or as required by law.

How We Use Collected Information

DD&K Services Inc. does not sell, rent, or lease customer information.

Your information may be used to:

Deliver the services you request

Communicate regarding your account or scheduled appointments

Send updates, promotions, or educational content (with your permission)

Publish testimonials (with your consent)

Analyze website trends and improve service delivery

We may use third-party tools such as Zoom, Calendly, Stripe, PayPal, Facebook, Instagram, TikTok, or YouTube. These platforms operate under their own privacy policies.

Disclosure of Information

DD&K Services Inc. may disclose information only under the following conditions:

To facilitate the services you’ve requested

To comply with legal or regulatory requirements

To trusted third-party vendors assisting in service delivery (e.g., payment processors, email providers)

To enforce our Terms of Service or protect the rights and property of DD&K Services

In aggregated or anonymized form that does not personally identify you

Non-Marketing Communication

We may contact you for essential purposes, such as:

Appointment reminders

Payment confirmations

Policy updates

Security notifications

Consultations & Service Purchases

When scheduling consultations or purchasing services, your information may pass through third-party platforms such as:

Calendly

Stripe

PayPal

Zoom

These platforms maintain their own privacy policies and security measures.
We retain transaction details for customer support, service delivery, and legal compliance.

Privacy

We do not knowingly collect information from children under 13.
If such data is accidentally collected, it will be permanently deleted.

Your Rights & Choices

You may opt out of marketing communications at any time by:

Clicking the “Unsubscribe” link in our emails, or

Emailing us at [email protected] (or your preferred business email)

For third-party communication opt-outs, please contact those services directly.

Security

We take strong measures to protect your information. Sensitive data, including payment details, is encrypted using SSL technology.
Access to personal information is restricted to authorized team members.

External Links

Our website may contain links to external sites.
DD&K Services Inc. is not responsible for the privacy policies or content of third-party websites.
Please review their policies before sharing any information.

Policy Updates

This Policy may be revised periodically.
Updated versions will include a new effective date. Continued use of our website signifies acceptance of the revised terms.

Acceptance of Terms

By using our website, you confirm that you have read, understood, and agree to this Privacy Policy.
If you do not agree, please discontinue use of our site and services.

How to Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

DD&K Services Inc.
📧 Email: [email protected]