Privacy Policy
Last updated: September 2026
D&D Consulting and Associates Inc. ("we," "us," or "our") respects your privacy. This policy explains what we collect, how we use it, and the choices you have. It applies to this website and the forms, booking tools, and consultations connected to it.
Information We Collect
Information you give us directly — such as your name, email, phone, business name, entity type, and the details you include in a contact form, the Money Leak Finder, a consultation request, or a newsletter signup. We also receive scheduling information when you book an appointment through our calendar.
How We Use It
To respond to your inquiry, schedule and prepare for consultations, deliver the services you engage us for, send the quarterly newsletter you opt into, and improve our site and offerings. We do not sell your information.
How We Share It
We share information only as necessary to provide our services — for example with our client portal provider (TaxDome) and calendar platform, and as required by law or professional standards. Any provider we use is bound to protect your information consistent with this policy.
Data Retention
We keep personal and business information only as long as needed to provide services, meet legal and professional obligations, and resolve disputes. Newsletter subscribers can request removal at any time.
Your Rights
You may request access to, correction of, or deletion of the personal information we hold about you, and you may unsubscribe from the newsletter at any time. To exercise any of these, email hello@ddconsulting.com.
Security
We use reasonable technical and organizational safeguards to protect your information. No method of transmission or storage is completely secure, but we work to protect your data consistent with professional standards for tax and advisory firms.
Changes & Contact
We may update this policy from time to time; the "last updated" date above reflects the most recent revision. Questions about this policy or your information can be sent to hello@ddconsulting.com or mailed to 1804 Martin Luther King Jr Parkway, Suite 111, Durham, NC 27707.