Privacy Policy
Last Updated: October 4, 2026
Dayrise Services LLC respects your privacy and is committed to handling your personal information responsibly.
This Privacy Policy explains how Dayrise Services LLC (“Dayrise Services,” “we,” “us,” or “our”), including services offered under the Dayrise Tax, Dayrise Insurance & Tax, and Dayrise Insurance Agency names, may collect, use, disclose, retain, and protect information when you visit dayriseservices.com, use one of our service pages, complete an intake form, upload documents, schedule a consultation, communicate with us, or otherwise use our tax preparation, insurance, or related services.
By using our website or providing information to us, you acknowledge the practices described in this Privacy Policy.
1. Information We May Collect
The information we collect depends on the services you request.
Contact Information
We may collect:
Name
Mailing address
Email address
Telephone number
Preferred method of contact
Tax and Financial Information
If you request tax preparation or related services, we may collect information such as:
Social Security number or Individual Taxpayer Identification Number
Date of birth
Filing status
Occupation and employment information
Income information
W-2s, 1099s, and other tax forms
Business income and expense information
Self-employment information
Bank and investment information
Retirement income
Deduction and credit information
Estimated tax payments
Prior-year tax information
Federal and state tax returns
Other information reasonably necessary to prepare, review, amend, or file a tax return
Spouse and Dependent Information
If applicable to your tax return, we may collect information regarding your spouse or dependents, including:
Name
Date of birth
Social Security number or other taxpayer identification number
Relationship to taxpayer
Residency information
Income information
Education or childcare information
Other information necessary to determine tax eligibility, credits, deductions, or filing requirements
Business Information
For business owners, self-employed individuals, or commercial clients, we may collect information such as:
Business name
Employer Identification Number
Business address and contact information
Business structure
Ownership information
Revenue and expense records
Payroll information
Contractor information
Financial statements
Business operations information
Prior tax or business records
Other information reasonably necessary to provide requested services
Insurance Information
If you request insurance services, we may collect information such as:
Insurance needs and coverage preferences
Current or prior insurance information
Policy information
Vehicle and driver information
Property or asset information
Business information
Beneficiary information
Coverage amounts
Claims or loss history where relevant
Insurance application information
Information required by insurance carriers, enrollment platforms, Marketplaces, or other authorized entities
The information required will depend on the type of insurance service requested.
2. Health Insurance and Marketplace Information
If you request assistance with health insurance, Affordable Care Act (“ACA”) Marketplace coverage, or other health coverage options, we may collect information such as:
Household information
Names of household members
Dates of birth
Income information
Employment information
Tax-filing status and tax household information
Citizenship or immigration-related eligibility information
Social Security numbers or other identifying information when required
Current health coverage information
Marketplace application information
Enrollment information
Eligibility information
Supporting documents used to verify eligibility, income, identity, or other application information
We may collect additional information when reasonably necessary to assist with eligibility, enrollment, verification, coverage, or applicable regulatory requirements.
When you authorize us to assist with a Marketplace application or enrollment, information may be transmitted to HealthCare.gov, a state-based Marketplace, the Centers for Medicare & Medicaid Services (“CMS”), authorized enrollment platforms, insurance carriers, or other governmental or authorized systems as reasonably necessary to provide the requested service.
Where required, we may obtain and retain separate consumer consent or authorization allowing us to access, review, submit, update, or assist with a Marketplace application or enrollment.
This Privacy Policy does not replace any separate Marketplace-specific consent, authorization, or disclosure required by applicable law or CMS rules.
3. Life Insurance Information
If you request life insurance services, we may collect information such as:
Date of birth
Occupation
Income
Coverage preferences
Beneficiary information
General health or underwriting information
Other information requested by an insurance carrier
Certain medical or underwriting information may be collected directly by an insurance carrier, examination provider, or other authorized third party rather than directly by Dayrise Services.
4. Auto and Commercial Insurance Information
If you request personal auto, commercial auto, or other business-related insurance services, we may collect information such as:
Vehicle information
Driver information
Vehicle usage
Business operations
Prior insurance
Claims or loss history
Ownership information
Business entity information
Property or asset information
Other information necessary to obtain or evaluate insurance options
5. Documents You Provide
You may provide documents such as:
W-2s and 1099s
Identification documents
Social Security cards
Prior-year tax returns
Income statements
Expense records
Business records
Mortgage or property documents
Education documents
Childcare records
Investment or retirement statements
Tax notices
Insurance records
Vehicle or driver information
Eligibility documents
Marketplace supporting documents
Other documentation relevant to the service you request
Please provide sensitive documents only through methods designated by Dayrise Services for secure document submission.
6. Information Collected Automatically
When you visit our website, certain information may be collected automatically through our website host, analytics providers, cookies, or similar technologies.
This may include:
IP address
Browser type
Device information
Operating system
Pages visited
Referring website
Approximate geographic location
Date and time of visits
Website interactions
We may use this information to operate, secure, analyze, maintain, and improve our website and services.
7. How We Use Your Information
We may use personal information to:
Respond to questions and inquiries.
Provide requested tax, insurance, or related services.
Prepare federal, state, and local tax returns.
Review tax documents and information you provide.
Electronically file tax returns when authorized.
Prepare amended or prior-year tax returns.
Assist with self-employed and business tax preparation.
Provide insurance quotes and coverage information.
Assist with insurance applications and enrollment.
Assist with ACA Marketplace applications and enrollments where authorized.
Compare available insurance options.
Communicate regarding requested products or services.
Verify information provided in connection with a tax return, insurance application, or Marketplace application.
Submit information to tax authorities, insurance carriers, Marketplaces, enrollment platforms, or other authorized entities.
Provide customer service and ongoing tax- or insurance-related assistance.
Schedule consultations or appointments.
Request documents or additional information.
Respond to tax notices or insurance servicing needs where requested.
Maintain required tax, insurance, business, and regulatory records.
Prevent fraud, misuse, or unauthorized activity.
Protect the security of our systems and services.
Comply with tax, insurance, licensing, Marketplace, legal, regulatory, professional, and contractual obligations.
Improve our website, services, and client experience.
Send communications where permitted by law and consistent with any consent you have provided.
We may also use information for other purposes disclosed to you when the information is collected or with your authorization.
8. How We May Disclose Information
Dayrise Services does not disclose personal information indiscriminately.
Information may be disclosed when reasonably necessary to provide requested services, operate our business, or comply with applicable law.
IRS and Tax Authorities
When authorized or required, information may be submitted to the Internal Revenue Service, state departments of revenue, local tax authorities, or other governmental agencies in connection with preparing or filing a tax return.
Insurance Carriers
We may provide information to insurance companies for purposes such as quoting, underwriting, applications, enrollment, policy servicing, eligibility, or other insurance-related activities.
Health Insurance Marketplaces and Government Programs
If you request assistance with Marketplace or other government-related health coverage, information may be transmitted to HealthCare.gov, a state-based Marketplace, CMS, insurance carriers, enrollment platforms, or other authorized governmental systems where necessary.
Tax Software, E-File, and Insurance Technology Providers
We may use professional tax preparation software, electronic filing systems, insurance quoting systems, enrollment technology, document portals, and related technology providers to prepare, transmit, manage, or store information associated with requested services.
Service Providers
We may use service providers that assist with:
Website hosting
Secure intake forms
Document collection
Client portals
Tax preparation software
Electronic filing
Insurance quoting
Marketplace enrollment
Scheduling
Email
Telephone and text communications
Electronic signatures
Cloud storage
Payment processing
Customer relationship management
Analytics
Cybersecurity
Business administration
These providers may receive information only as reasonably necessary to perform services on our behalf and are subject to their own contractual, privacy, and security obligations.
Professional Advisers
Information may be disclosed to attorneys, accountants, compliance professionals, auditors, or other advisers when reasonably necessary for legitimate business, legal, regulatory, or professional purposes.
Legal and Regulatory Requirements
We may disclose information when required or permitted by law, regulation, subpoena, court order, tax authority request, insurance regulator, licensing authority, law-enforcement request, or other lawful process.
We may also disclose information when reasonably necessary to prevent fraud, investigate misuse, protect our rights, protect another person, maintain system security, or enforce an agreement.
Business Transactions
If Dayrise Services is involved in a merger, acquisition, reorganization, sale, transfer, financing transaction, or similar business event, information may be transferred as part of that transaction subject to applicable law.
9. We Do Not Sell Your Personal Information
Dayrise Services does not sell personal information for monetary consideration.
We do not provide personal, tax, insurance, or Marketplace information to unrelated third parties for their own independent marketing purposes unless you have specifically authorized us to do so or disclosure is otherwise permitted by law.
Sharing information with tax authorities, insurance carriers, Marketplaces, tax software providers, enrollment platforms, payment processors, technology providers, and other service providers as necessary to provide requested services is not considered a sale of your personal information by Dayrise Services.
10. Tax Return Information and Confidentiality
Tax return information is sensitive and is subject to federal and state privacy requirements.
Dayrise Services uses tax return information only as permitted by applicable law and for purposes related to the services you request.
We do not knowingly use or disclose tax return information for unrelated purposes without your consent when consent is required by law.
Certain uses or disclosures of tax return information may require your separate written authorization.
11. Marketplace Consumer Consent
When Dayrise Services assists with an ACA Marketplace application or enrollment, additional consumer consent, identity-verification, and application-review requirements may apply.
Where required, we may obtain and retain separate authorization documenting your permission for us to assist with accessing, reviewing, submitting, updating, or enrolling through a Marketplace application.
You remain responsible for reviewing information submitted as part of your Marketplace application and notifying us of inaccurate or changed information.
This Privacy Policy does not replace any Marketplace-specific consumer consent, authorization, or disclosure required by applicable law, CMS rules, or a state-based Marketplace.
12. Dayrise Brands and DBAs
Dayrise Services LLC may operate, market, or provide services under registered or permitted trade names and DBAs, including:
Dayrise Insurance & Tax
Dayrise Tax
Dayrise Insurance Agency
These names may identify different service lines, websites, marketing materials, intake forms, advertising, or client experiences provided by Dayrise Services LLC.
Dayrise Tax may be used primarily for tax preparation and related tax services.
Dayrise Insurance Agency may be used primarily for insurance products and insurance-related services.
Dayrise Insurance & Tax may be used as a combined public-facing brand for tax and insurance services.
Information submitted through a Dayrise Services website, a Dayrise Tax page, a Dayrise Insurance Agency page, a Dayrise Insurance & Tax page, intake form, client portal, or other service operated by Dayrise Services LLC may be collected and handled by Dayrise Services LLC in accordance with this Privacy Policy.
Unless otherwise expressly disclosed, the use of different brand names, DBAs, website pages, domain names, or marketing names does not necessarily mean that a separate legal entity is receiving or controlling your information. The underlying operating entity is Dayrise Services LLC.
13. Communications
If you provide your telephone number or email address, we may contact you regarding:
Your tax return
Insurance inquiries or applications
Marketplace applications or enrollment
Missing or additional documents
Questions regarding information you submitted
Appointment scheduling
Electronic signatures
Filing status
Tax notices
Payment or billing matters
Tax planning
Insurance servicing
Customer support
Other services you requested
Depending on the consent you provide, we may communicate by telephone, email, or text message.
Consent to receive marketing communications is not required as a condition of receiving tax preparation, insurance, or other services.
You may ask us to stop marketing communications at any time.
For text messages, you may reply STOP, where applicable, or contact us directly to update your communication preferences.
Transactional, servicing, tax-related, enrollment-related, regulatory, or legally required communications may still be sent when appropriate.
14. Sensitive Personal Information
Tax preparation and insurance services may require sensitive personal information, including:
Social Security numbers
Taxpayer identification numbers
Financial information
Income information
Bank account information
Identity documents
Tax returns
Dependent information
Household information
Immigration-related eligibility information
Health coverage information
Marketplace application information
Business financial records
Insurance application information
Other confidential or nonpublic personal information
We request sensitive information only when reasonably necessary to provide requested services, filing, enrollment, eligibility, verification, planning, compliance, or related assistance.
You should avoid sending highly sensitive information through ordinary email or text message unless specifically instructed that the method is appropriate.
When available, use secure intake forms, client portals, or document-upload methods designated by Dayrise Services.
15. Information Security
We use reasonable administrative, technical, and organizational safeguards intended to protect personal information from unauthorized access, disclosure, alteration, misuse, or loss.
These safeguards may include:
Access controls
Password-protected systems
Authentication measures
Secure document portals
Encryption where appropriate
Limited access to client information
Professional tax or insurance software
Security-focused service providers
However, no website, email system, electronic transmission, database, portal, or storage system can be guaranteed to be completely secure.
Accordingly, Dayrise Services cannot guarantee absolute security of information transmitted or stored electronically.
16. Data Retention
We retain personal information for as long as reasonably necessary to:
Provide requested services.
Prepare and file requested tax returns.
Maintain tax preparation and client records.
Service existing insurance business.
Maintain Marketplace or enrollment records where required.
Meet carrier requirements.
Meet IRS, state, licensing, regulatory, or Marketplace recordkeeping requirements.
Respond to questions regarding previously provided services.
Comply with legal, accounting, regulatory, contractual, or professional obligations.
Resolve disputes.
Prevent fraud.
Enforce agreements.
Retention periods may vary depending on the type of information, service, jurisdiction, carrier, tax year, Marketplace requirement, and applicable law.
When information is no longer reasonably required, it may be securely deleted, destroyed, anonymized, or otherwise handled in accordance with applicable requirements.
17. Cookies and Similar Technologies
Our website and its service providers may use cookies, analytics technologies, or similar tools to operate the website and understand how visitors use it.
These technologies may help us:
Maintain website functionality.
Understand traffic and usage.
Identify technical problems.
Improve website navigation and performance.
Measure the effectiveness of website content.
Your browser may allow you to restrict or delete cookies.
Disabling certain cookies or technologies may affect website functionality.
18. Third-Party Websites and Services
Our website may contain links to third-party websites or services, including:
Tax software providers
Client portals
Insurance carriers
Enrollment platforms
Scheduling services
Payment processors
State-based Marketplaces
Government websites
IRS resources
State tax authorities
Social media platforms
Other service providers
Dayrise Services does not control the privacy or security practices of third-party websites or services.
When you leave dayriseservices.com or access a separately operated third-party service, the privacy policy and terms of that provider generally govern your activity.
We encourage you to review those policies before providing personal information.
19. Children and Dependent Information
The Dayrise Services website is intended primarily for adults and is not directed toward children under 13.
We do not knowingly solicit personal information directly from children under 13 through the website.
However, a parent, guardian, or authorized adult may provide information concerning a minor child or dependent when necessary for tax preparation, insurance enrollment, Marketplace eligibility, or another requested service.
20. Your Choices and Privacy Requests
You may contact us to request that we:
Update inaccurate contact information.
Correct information you previously provided.
Update your communication preferences.
Stop certain marketing communications.
Answer questions about how your information is handled.
Depending on your state of residence and applicable law, you may have additional rights regarding access to, correction of, deletion of, or use of your personal information.
Before fulfilling certain requests, we may need to verify your identity.
Certain tax, insurance, financial, Marketplace, regulatory, or business records may need to be retained even after a deletion request when retention is required or permitted by law, professional standards, regulatory requirements, fraud-prevention obligations, contractual obligations, or recordkeeping rules.
21. Privacy Rights Under Applicable State Law
Residents of certain states may have additional privacy rights concerning personal information.
These rights vary by jurisdiction and may be subject to exceptions, exemptions, identity-verification requirements, or applicability thresholds.
Dayrise Services will respond to qualifying privacy requests in accordance with applicable law.
22. Government and Marketplace Disclaimer
Dayrise Services LLC is a privately owned business.
Dayrise Services, Dayrise Tax, Dayrise Insurance & Tax, and Dayrise Insurance Agency are not affiliated with, operated by, or endorsed by the Internal Revenue Service, the U.S. Department of the Treasury, CMS, HealthCare.gov, any state-based Marketplace, or any other federal, state, or local government agency.
References or links to government agencies, tax authorities, Marketplaces, or other public resources are provided for informational or service-related purposes.
23. Changes to This Privacy Policy
We may update this Privacy Policy as our services, technology, business practices, company structure, or legal obligations change.
When changes are made, the updated policy will be posted on this page with a revised Last Updated date.
We encourage you to review this Privacy Policy periodically.
24. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact:
Dayrise Services LLC
Orlando, Florida
Phone: 689-332-1212
Email: contact@dayriseservices.com
Website: dayriseservices.com