Effective Date: July 20, 2026
Deming, Malone, Livesay & Ostroff (“DMLO,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide when visiting our website at https://dmlo.com.
This Privacy Policy explains what information we collect, how we use it, and the choices available to you regarding your information.
Information We Collect
Information You Provide​
When you contact us through our website, request information, or otherwise communicate with us, we may collect information such as:
- Name
- Email address
- Phone number
- Company name (if applicable)
- Any information you include in your message
Providing this information is voluntary.
Information Collected Automatically
When you visit our website, certain information may be collected automatically, including:
- IP address
- Browser type
- Device information
- Pages viewed
- Date and time of your visit
- Referring website
- Website usage statistics
This information helps us improve our website and user experience.
How We Use Your Information
We use the information we collect to:
- Respond to inquiries and requests
- Provide information about our services
- Improve our website and its functionality
- Analyze website performance and visitor engagement
- Maintain the security of our website
- Comply with legal obligations
We do not sell your personal information.
SMS Communications
DMLO CPA’s may send SMS text message notifications to clients who have provided explicit written consent. By checking the SMS consent checkbox on our client intake form, you agree to receive transactional SMS notifications related to your tax and accounting services, including tax return status updates, document requests, appointment reminders, filing deadline reminders, and extension notifications.
How we use your phone number
We use it only to send transactional service notifications. We do not sell, share, or rent your phone number to third parties for marketing purposes. Your phone number is stored securely in our client management system.
Opting out
Reply STOP to any SMS message to unsubscribe immediately. You will receive one confirmation and no further messages. Reply HELP for support. Message and data rates may apply.
Data retention
Your phone number and consent record are retained for the duration of your client relationship and as required by applicable law.
For questions, contact us at help@dmlo.on.spiceworks.com or (502) 426-9660.
SMS / Text Messaging
Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All categories of personal information collected exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
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If you wish to stop receiving text messages from us, you can opt out at any time by replying STOP to any message we send. You will receive a confirmation that you have been unsubscribed and will no longer receive SMS messages from us.
Cookies and Analytics
Our website may use cookies and similar technologies to enhance your browsing experience and collect website analytics.
These technologies help us understand how visitors use our website so we can improve our services.
Most web browsers allow you to manage or disable cookies through your browser settings.
Third-Party Services
We may use trusted third-party service providers to help operate our website, including:
- Website hosting providers
- Analytics providers (such as Google Analytics)
- Contact form or email service providers
These providers may process information on our behalf only as necessary to provide their services.
Our website may also contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.
Information Sharing
We may share information:
- With vendors and service providers that support our business
- If required by law or legal process
- To protect our legal rights or the safety of others
- As part of a business transaction, such as a merger or acquisition
We do not sell or rent personal information to third parties.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
Your Privacy Rights
Depending on your state or country of residence, you may have rights regarding your personal information, including the right to:
- Request access to your personal information
- Request correction of inaccurate information
- Request deletion of your personal information
- Request information about how your data is used
- Opt out of certain data processing where applicable
To exercise your rights, please contact us using the information below.
Children's Privacy
Our website is 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 be posted on this page with an updated effective date.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Deming, Malone, Livesay & Ostroff
9300 Shelbyville Rd, Ste. 1100
Louisville, KY 40222
502.426.9660
Website: https://dmlo.com
Email: Please use the contact form available on our website or the published company email address.