Privacy Notice
Divine Financial Group LLC
2058 E Franklin Rd, Suite 120, Meridian, ID 83642 · 208-887-7883 · info@divinefg.com · divinefinancialgroup.com
Our Commitment to Your Privacy
Effective date: January 1, 2027
At Divine Financial Group LLC, we prepare individual and family tax returns, and our licensed producers offer insurance and annuity products. Your trust matters to us, so we want you to know how we collect, use, share, and protect your personal information.
Divine Financial Group continues the Treasure Valley practice of Ohlsen & Associates. This notice replaces any earlier privacy policy you may have received from that practice.
Information We Collect
We collect nonpublic personal information that you give us, or that we obtain with your permission, so we can serve you. This may include:
Name, address, phone number, email, date of birth, and Social Security or taxpayer ID numbers
Income, employment, and tax information, including W-2s, 1099s, and prior-year returns
Bank account information used for tax refunds, payments, or premium funding
Information on insurance and annuity applications, including beneficiary details and, where required, health information
Records of the services we provide and our communications with you
We also receive information from insurance companies, government agencies, and others when you authorize it.
How We Use and Share Your Information
We do not sell your personal information. We use and share it only as described below.
To provide the services you request, such as e-filing your return with the IRS and the state, or submitting an insurance or annuity application to the issuing company
With service providers who help us operate (e.g., tax software, IT support, email and text messaging services), under confidentiality agreements
With your attorney, CPA, or other representative, at your direction
When the law requires it, such as a court order, subpoena, or regulator request
All of your information is kept confidential. We need your tax information to prepare your tax return, and we share it only as described above.
Confidentiality and Security
We maintain a written information security program with physical, electronic, and procedural safeguards. Access to your information is limited to the people who need it to serve you, and everyone at our office must follow our confidentiality procedures. Our safeguards include:
Encryption of client data stored on our systems and sent electronically
Multi-factor authentication on systems that hold client information
Locked storage for paper records and secure shredding when they are no longer needed
Regular review and updating of our security practices
If a security incident affects your personal information, we will notify you and any required government agencies as the law requires.
Your Choices and Questions
These practices apply to current and former clients. We continue to protect former clients' information as described here, and we keep records only as long as the law or professional standards require.
We will send you an updated notice if our privacy practices change. If you have questions, contact us using the information at the top of this notice.