Privacy Policy

​Effective Date: July 29, 2026

At Best Dynasty, LLC (“Best Dynasty,” “we,” “our,” or “us”), protecting your personal information is a top priority. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our firm through our website, client portal, telephone, email, text messaging, and other communication channels.

By using our services, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect personal information including, but not limited to:

• Name

• Mailing address

• Email address

• Mobile and telephone numbers

• Date of birth

• Social Security Number and Taxpayer Identification Number

• Government-issued identification

• Banking information provided for tax preparation or payment processing

• Business financial information

• Tax documents and supporting records

• Communication preferences

We also collect information you voluntarily provide through consultations, appointments, client intake forms, secure document uploads, and communications.

How We Use Your Information

We use your information to:

• Prepare and file tax returns

• Provide tax advisory, bookkeeping, payroll, and tax resolution services

• Verify your identity

• Schedule appointments

• Respond to inquiries

• Process payments

• Communicate regarding your account

• Send reminders about appointments, deadlines, requested documents, and completed services

• Improve our services and client experience

• Comply with federal, state, and professional regulatory requirements

Text Messaging (SMS)

By providing your mobile phone number, you consent to receive text messages from Best Dynasty, LLC regarding:

• Appointment confirmations and reminders

• Requests for tax documents

• Tax return status updates

• Filing deadline reminders

• Client account notifications

• General customer service communications

Message frequency varies.

Message and data rates may apply.

You may opt out at any time by replying STOP to any text message.

For assistance, reply HELP or contact our office directly.

SMS Privacy Statement

SMS consent is not shared with third parties or affiliates for marketing purposes.

We do not sell, rent, or share your mobile phone number with third parties for their marketing or promotional use.

Consumer Data Protection

Best Dynasty, LLC is committed to protecting your personal information.

We do not transfer, share, sell, rent, or disclose consumer personal data, including SMS opt-in information, SMS consent records, mobile phone numbers, or SMS registration data, to any external organizations under any circumstances, even with your consent, except when disclosure is strictly required by applicable law, court order, or other legal process.

Your mobile information will only be used by Best Dynasty, LLC to provide the services you have requested and to communicate with you regarding your account, appointments, tax services, bookkeeping services, payroll services, and customer support.

We maintain appropriate administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Access to client information is limited to authorized personnel who require the information to perform their job responsibilities.

While we employ commercially reasonable security measures, no method of electronic transmission or storage is completely secure.

Sharing of Information

Best Dynasty, LLC does not transfer, share, sell, or disclose consumer personal data, including SMS registration data and mobile phone numbers, to external organizations. We only use trusted vendors to provide services on our behalf under strict confidentiality obligations and do not provide them with consumer data except as strictly necessary to perform contracted services or where required by law. SMS opt-in information is never shared with third parties for marketing purposes.

Cookies and Website Analytics

If you visit our website, we may collect limited technical information such as:

• IP address

• Browser type

• Device information

• Pages visited

• Date and time of access

This information is used to improve website performance and user experience.

Data Retention

We retain client information for as long as necessary to fulfill legal, regulatory, and business obligations, including applicable IRS record retention requirements.

Your Privacy Rights

You may request to:

• Review personal information we maintain about you

• Correct inaccurate information

• Update your contact information

• Withdraw consent for non-essential communications

Certain information may be retained when required by law or professional standards.

Third-Party Services

Our services may utilize secure third-party providers for payment processing, scheduling, document management, electronic signatures, tax preparation software, client portals, and communication platforms. These providers maintain their own privacy and security practices.

Children’s Privacy

Our services are not directed toward children under the age of 13, and we do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any changes will become effective upon posting the revised version with an updated effective date.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Best Dynasty, LLC

Email: gbest@thebestdynasty.com

Phone: 803-392-1482

Website: www.thebestdynasty.com

Business Hours: Monday – Friday 10am to 6pm Saturday and Sunday 2pm-6pm