Thomas DeHart, CPA

PRIVACY POLICYINSIGHTCFO, INC., DBA THOMAS DEHART, CPA EFFECTIVE DATE: DECEMBER 18, 2025INTRODUCTIONInsightCFO, Inc. ("we," "our," "us") is a CPA firm providing professional tax and accounting services, with a specialization in IRS compliance for digital assets.We respect your privacy and are committed to protecting your sensitive personal and financial information. As a practitioner regulated by the IRS and State Boards of Accountancy, we are bound by strict professional and legal confidentiality standards, including the Gramm-Leach-Bliley Act.This policy explains what information we collect, how we use it, how we protect it, and your rights regarding that data.INFORMATION WE COLLECTWe collect only the information necessary to deliver professional tax and accounting services.-- PERSONAL INFORMATION: Name, address, email, phone number, and date of birth.
-- IDENTIFIERS: Social Security Number (SSN) or Employer Identification Number (EIN).
-- FINANCIAL RECORDS: Tax documents (W-2, 1099s, K-1s), business records, accounting files, and bank information for payments/refunds.
-- DIGITAL ASSET DATA: Transaction history (trades, transfers, purchases), public wallet addresses, exchange account data, and records related to staking, mining, DeFi, and NFT activity.IMPORTANT: WE WILL NEVER ASK FOR YOUR PRIVATE KEYS, SEED PHRASES, OR EXCHANGE LOGIN PASSWORDS.HOW WE USE YOUR INFORMATIONWe use your information only for legitimate business purposes:-- Preparing and filing federal and state tax returns.
-- Calculating capital gains and losses (cost basis) for digital assets.
-- Providing accounting, advisory, and specialized digital asset reporting.
-- Communicating regarding your engagement or tax deadlines.
-- Meeting legal and regulatory requirements (e.g., IRS audits or State Board rules).
-- Maintaining internal records as required by professional standards.We do not sell your information. We do not share your information with marketers or unrelated third parties.HOW WE SHARE INFORMATIONWe may share your information only under these strictly limited circumstances:-- GOVERNMENT AGENCIES: The IRS and state revenue departments for filing or audit purposes.
-- SOFTWARE PROVIDERS: Third-party tools used to deliver services, such as tax software, e-signature tools, secure client portals, and specialized cryptocurrency tax reconciliation software (e.g., Koinly, CoinTracker).
-- SUPPORT SERVICES: Data hosting or IT support providers who operate under written confidentiality agreements.
-- EXPLICIT PERMISSION: Parties you authorize in writing, such as a financial advisor or attorney.Our primary service providers and data centers are located in the United States and are subject to U.S. laws.SMS DATA PRIVACY & OPT-IN CONSENT
Notwithstanding any other language in this policy, no mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.HOW WE PROTECT YOUR INFORMATIONWe implement industry-standard safeguards to protect your data. As a solopreneur firm, the owner serves as the Data Security Officer.-- Only the practitioner has access to client data.
-- All client files are stored and transmitted using encryption.
-- Multi-factor authentication (MFA) is required on all systems.
-- Secure document portals are used for all sensitive file transfers.
-- Physical records, if any, are kept in a locked and secure environment.DATA RETENTIONWe retain records as required by IRS Circular 230 and State Board of Accountancy rules. Generally, tax records are kept for 7 years to cover the standard statute of limitations for IRS assessment. When data is no longer required, it is securely destroyed.YOUR RIGHTSYou may request the following by emailing [email protected]:-- A copy of the personal information we hold about you.
-- Corrections to inaccurate or incomplete information.
-- Deletion of your information, subject to our legal and professional requirement to retain records for tax compliance.
-- Withdrawal of consent for specific data processing activities.
-- You may opt-out of text communications any time by replying 'STOP' to any message you receive from us.COOKIES AND WEBSITE DATAIf our website uses cookies, they are for basic functionality and non-identifying analytics only. We do not use cookies for targeted advertising. You may disable cookies in your browser settings.CHILDREN'S PRIVACYWe do not knowingly collect information from children under 13 unless provided by a parent or legal guardian for the explicit purpose of tax preparation.CHANGES TO THIS POLICYWe may update this Privacy Policy from time to time. Changes will be posted here with a new effective date.CONTACT INFORMATIONInsightCFO, Inc., dba Thomas DeHart, CPA
Email: [email protected]
Phone: 423-900-2300
Website: dehartcpa.comSMS SERVICE TERMSYou are subscribing to receive tax checklists, IRS audit updates, and appointment reminders from InsightCFO, Inc., dba Thomas DeHart, CPA. Consent to receive text messages is not a condition of purchase or any service.-- MESSAGE FREQUENCY: Message frequency varies based on your inquiries and interactions, typically consisting of 1-3 messages per week.
-- COSTS: Message and data rates may apply. Check with your mobile carrier for details.
-- OPT-OUT: You can cancel the SMS service at any time. Just text STOP to our number. After you send the SMS message STOP to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again.
-- HELP: If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [email protected].
-- LIABILITY: Carriers are not liable for delayed or undelivered messages.
-- PRIVACY: Your use of the SMS service is subject to our Privacy Policy. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

• Home