LCS TAX SERVICES PRIVACY POLICY

Last updated August 19th, 2024

This Privacy Policy complies with the Gramm-Leach-Bliley Act, Public Law 106-102 (FTC 16 CFR Part 313).

This privacy notice for LCS Tax Services ("we," "us," or "our"), describes how and why we collect, store, use, and/or share ("process") your information when you use our services ("Services"). The privacy of client information is important to us, and we are bound by professional standards of confidentiality.

We do not sell, share, or rent personal information or data to third parties, affiliates, or partners, except in cases where we are legally required to do so or with your express consent and knowledge. Please continue reading below for information on how we process your nonpublic personal information (NPI).

Questions or concerns?

Reading this privacy notice will help you understand your privacy rights and choices. Client confidence and trust is important to us. Please reach out to us at contact@lcstax.com to discuss any questions or concerns regarding this privacy policy and notice.

How We Collect Information

We collect nonpublic personal information that is provided by clients or obtained by us with client authorization. This information may come from various sources, including information we receive from personal interviews, tax organizers, worksheets, and other documents necessary to provide professional services.

Sharing of Personal Information

We do not share or disclose any nonpublic personal information about our clients or former clients to third parties, affiliates, or partners, except:

• as permitted or required by law, or
• when necessary to process transaction(s) or provide service(s) requested by a client.

We restrict access to nonpublic personal information about clients to members of our firm who need to know that information in order to provide professional services as engaged. We retain records relating to the professional services we provide to clients in accordance with accounting and government standards.No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

How We Use or Process Your Personal Information

We use Personal Information to improve our Services and for our business purposes, which includes, but is not limited to, the following:

• To respond to your inquiries and requests.
• To deliver and facilitate delivery of any requested services.
• To process your transactions and payments.
• To send administrative information, such as changes to products and services.
• To request feedback.
• For any other purpose, with your consent.

Data Security

We employ physical, electronic, and procedural security safeguards to protect all nonpublic personal information.

Client confidence and trust is important to us. Please reach out to us at contact@lcstax.com to discuss any questions or concerns regarding the privacy of client nonpublic personal information.

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