Privacy Policy

Last Updated: September 10, 2026

Intrinsic DM2, Inc. (“Intrinsic DM2,” “Company,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through this website (the “Website”).

By using the Website, you acknowledge the practices described in this Privacy Policy. If you do not agree with this Policy, please discontinue use of the Website.

1. Information We Collect

We may collect information that you provide directly to us, information collected automatically when you use the Website, and limited information received from third-party services.

1.1 Information You Provide Voluntarily

We may collect personal information when you:

  • Submit a contact form or consultation request;
  • Subscribe to our newsletter or other communications;
  • Communicate with us by telephone or through the Website;
  • Request information about our services; or
  • Otherwise provide information to us voluntarily.

Information you provide may include:

  • Name;
  • Email address;
  • Telephone number;
  • Company or business name;
  • Mailing address;
  • Information included in consultation requests or messages; and
  • Other information you choose to provide.

Please do not submit Social Security numbers, tax returns, banking information, account numbers, passwords, or other highly sensitive financial or tax information through general Website forms.

Existing clients should use the secure communication and document-delivery methods provided by Intrinsic DM2 for transmitting sensitive financial or tax information.

1.2 Information Collected Automatically

When you access or use the Website, certain technical and usage information may be collected automatically, including:

  • Internet Protocol (IP) address;
  • Browser type and version;
  • Device type;
  • Operating system;
  • Pages viewed;
  • Time spent on pages;
  • Referring and exit pages;
  • Approximate geographic information derived from an IP address; and
  • Other information about Website interactions.

This information may be collected through cookies, analytics technologies, server logs, and similar technologies.

1.3 Information From Third Parties

We may receive limited information from third-party service providers that support the Website or our communications, including website hosting providers, analytics providers, scheduling tools, email marketing services, social media platforms, and similar services.

2. How We Use Your Information

We may use information collected through the Website to:

  • Respond to questions, inquiries, and consultation requests;
  • Communicate with prospective and existing clients;
  • Provide information about our accounting, bookkeeping, payroll, tax, and related services;
  • Deliver newsletters, updates, or other communications you request;
  • Operate, maintain, and improve the Website;
  • Understand Website traffic and visitor behavior;
  • Protect the Website, our systems, and our users from misuse, fraud, or unauthorized activity;
  • Maintain appropriate business records;
  • Comply with legal, regulatory, professional, or contractual obligations; and
  • Protect the rights, property, and safety of Intrinsic DM2, our clients, and others.

3. Email and Marketing Communications

If you subscribe to our newsletter or other marketing communications, we may send you tax updates, financial information, business guidance, company news, and other relevant communications.

You may unsubscribe from promotional emails at any time by using the unsubscribe link provided in the communication.

Unsubscribing from marketing communications will not necessarily prevent us from sending administrative, transactional, security-related, or client-service communications when appropriate.

4. Cookies and Tracking Technologies

The Website may use cookies and similar technologies to support functionality, understand Website usage, improve performance, and measure marketing effectiveness.

These technologies may include:

  • Essential Cookies — Necessary for Website operation, security, and basic functionality;
  • Analytics Cookies — Help us understand how visitors use the Website;
  • Preference Cookies — Help remember certain visitor choices or settings; and
  • Marketing Cookies — May be used to measure or support advertising and marketing activities.

You may control or disable cookies through your browser settings or any cookie-management tools made available on the Website. Disabling certain cookies may affect Website functionality.

5. How We Share Information

Intrinsic DM2 does not sell or rent personal information collected through the Website.

We may disclose information in the following circumstances:

5.1 Service Providers

We may share information with trusted third-party service providers that perform services on our behalf, such as:

  • Website hosting and maintenance;
  • Email and newsletter delivery;
  • Website analytics;
  • Scheduling and communications;
  • Security and fraud prevention; and
  • Other technology or business-support services.

These providers may access information only as reasonably necessary to perform services for us and are subject to their own contractual and legal obligations.

5.2 Legal Requirements and Protection

We may disclose information when we reasonably believe disclosure is necessary to:

  • Comply with applicable law, regulation, legal process, court order, or governmental request;
  • Protect or enforce our legal rights;
  • Investigate suspected fraud, security incidents, or unlawful activity;
  • Protect the safety or property of Intrinsic DM2, our clients, Website users, or others; or
  • Establish, exercise, or defend legal claims.

5.3 Business Transfers

If Intrinsic DM2 is involved in a merger, acquisition, restructuring, financing, sale of assets, or similar business transaction, information may be disclosed or transferred as part of that transaction, subject to applicable law.

6. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, disclosure, alteration, loss, or misuse.

However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. You should use caution when transmitting information electronically and should not send sensitive financial or tax information through general Website forms.

7. Client Information and Sensitive Financial Information

This Privacy Policy primarily governs information collected through the public Website.

Information provided by clients in connection with accounting, bookkeeping, payroll, tax preparation, tax planning, IRS representation, or other professional services may be subject to additional engagement terms, professional obligations, privacy notices, security procedures, or applicable laws.

Nothing in this Privacy Policy is intended to replace or modify those separate obligations or agreements.

8. Your Choices and Privacy Rights

Depending on your location and applicable law, you may have certain rights concerning your personal information, which may include the ability to:

  • Request access to personal information we maintain about you;
  • Request correction of inaccurate information;
  • Request deletion of certain personal information;
  • Withdraw consent where processing is based on consent; and
  • Opt out of promotional communications.

Certain requests may be limited where we are required or permitted to retain information for legal, regulatory, professional, security, tax, accounting, or contractual purposes.

9. Third-Party Websites and Services

The Website may contain links to third-party websites, social media platforms, scheduling services, resources, or other external services.

Intrinsic DM2 does not control and is not responsible for the privacy practices, security, availability, or content of third-party services. We encourage you to review the privacy policies of those services before providing personal information.

10. Children’s Privacy

The Website is intended for adults and is not directed to children under the age of 13. We do not knowingly collect personal information from children through the Website.

If we learn that personal information from a child has been collected through the Website without appropriate authorization, we will take reasonable steps to delete it.

11. International Visitors

Intrinsic DM2 is based in the United States. If you access the Website from outside the United States, information you provide may be transferred to, processed, or stored in the United States, where privacy laws may differ from those in your jurisdiction.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, services, or legal requirements.

When we make changes, we will update the “Last Updated” date at the top of this page. Your continued use of the Website after an updated Privacy Policy becomes effective constitutes acknowledgment of the revised Policy.

13. Contact Us

If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:

Intrinsic DM2, Inc.
4 S. Sixth Street
Geneva, Illinois 60134
(630) 200-7575

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