Privacy Policy

Effective Date: September 4, 2026

Company: Demiré Capital Financial

Welcome to Demiré Capital Financial ("Company," "we," "us," or "our"). These Terms & Conditions govern your use of our website, services, forms, communication channels, and other services provided by Demiré Capital Financial.

This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, submit information through our forms, contact us, or use our tax preparation and related financial services.

1. Information We Collect

Depending on the services you request, we may collect information that you voluntarily provide to us, including:

Contact Information

• Full name

• Mailing address

• Email address

• Telephone number

• Business name and business contact information

Tax and Financial Information

When necessary to provide tax preparation or related services, we may collect information such as:

• Social Security numbers or taxpayer identification numbers

• Dates of birth

• Filing status

• Income information

• Employment information

• W-2s, 1099s, and other tax documents

• Business and self-employment information

• Deduction and credit information

• Dependent information

• Banking and direct-deposit information

• Prior-year tax return information

•Other information necessary to prepare or process tax-related services

We only request information that is reasonably necessary for the services being provided or for legitimate business purposes.

2. Information Collected Automatically

When you visit our website, certain technical information may be collected automatically by our website or third-party technology providers.

This information may include:

• IP address

• Browser type

• Device type

• Operating system

• Pages visited

• Date and time of website visits

• Referring website

• General website usage information

This information may be used to maintain website functionality, improve website performance, analyze usage, and help protect our website from fraud or security threats.

3. How We Use Your Information

We may use information we collect to:

• Prepare and process tax returns

• Provide requested tax and financial services

• Communicate with clients regarding requested services

• Respond to questions and inquiries

• Schedule and manage appointments

• Request documents or information needed to provide services

• Process payments

• Send appointment reminders and service notifications

• Provide customer support

• Maintain business and service records

• Improve our website and services

• Prevent fraud, misuse, or unauthorized activity

• Comply with applicable federal, state, and local laws and regulations

4. Tax Return Information

Because tax preparation may involve sensitive taxpayer information, we handle tax return information in accordance with applicable laws, regulations, and professional obligations.

Tax return information may only be used or disclosed as permitted or authorized by applicable law.

Where required, we may obtain additional written consent or authorization before using or disclosing tax return information for purposes not otherwise permitted by law.

5. Sharing of Personal Information

We do not sell your personal information.

We may share information when reasonably necessary to provide requested services or operate our business, including with:

Tax preparation and electronic filing providers

Software and technology providers

Payment processors

Scheduling and appointment platforms

Communication and messaging providers

Professional service providers

Government agencies, taxing authorities, or regulatory bodies when required or permitted by law

Other service providers acting on our behalf and subject to appropriate confidentiality and security obligations

We do not authorize third parties to use your personal information for purposes unrelated to the services they provide to us.

6. SMS and Mobile Information Privacy

We respect the privacy of information associated with SMS communications.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

SMS information may be used as necessary to provide the communications for which you have opted in, including appointment reminders, service updates, client communications, and other transactional or informational messages related to your relationship with Demiré Capital Financial.

7. SMS Consent and Opt-Out

If you choose to receive text messages from us, you may opt out at any time by replying STOP to any SMS message.

You may also request assistance by replying HELP.

Message frequency may vary. Message and data rates may apply.

Opting out of SMS messages does not prevent you from contacting us through other available communication methods.

8. Cookies and Similar Technologies

Our website or third-party service providers may use cookies, pixels, analytics tools, or similar technologies to help operate and improve the website.

These technologies may be used to understand website traffic, remember preferences, improve functionality, and identify potential security issues.

You may be able to manage or disable cookies through your browser settings. Disabling certain cookies may affect website functionality.

9. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction.

However, no website, electronic transmission, storage system, or method of communication can be guaranteed to be completely secure.

You should use caution when transmitting sensitive information electronically and should only provide information through channels we have designated for that purpose.

10. Data Retention

We retain information for as long as reasonably necessary to provide services, maintain appropriate business and tax records, comply with legal and regulatory requirements, resolve disputes, enforce agreements, and protect our legitimate business interests.

Retention periods may vary depending on the type of information and applicable legal requirements.

11. Your Privacy Choices

Depending on applicable law, you may have rights concerning your personal information, including the ability to:

Request information about personal data we maintain about you

Request correction of inaccurate information

Request deletion of certain information, subject to legal and regulatory requirements

Opt out of certain communications

Withdraw consent where applicable

Certain information may need to be retained to comply with tax, legal, regulatory, recordkeeping, or other obligations.

To make a privacy-related request, please contact us using the information below.

12. Children's Privacy

Our website and services are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 through our website.

If you believe a child has provided personal information to us, please contact us so that we can take appropriate action.

13. Third-Party Websites and Services

Our website may contain links to third-party websites, applications, or services.

We are not responsible for the privacy practices, content, security, or policies of third-party websites.

We encourage you to review the privacy policies of any third-party website or service you use.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable laws.

When we make changes, we will update the Effective Date shown at the top of this Privacy Policy.

Your continued use of our website or services after an updated Privacy Policy is posted constitutes acknowledgment of the updated policy.

15. Contact Us

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

Demiré Capital Financial
132 Shady Lane
Monroe, LA 71203
Phone: (318) 789-3123
Email: [email protected]

Get In Touch

(318) 789-3123

Address: 132 SHADY LANE, MONROE LA 71203

Email: [email protected]