Privacy Policy for LPC Tax

LPC Tax recognizes that to serve our clients we require information that is sensitive and private. We place the utmost importance on protecting privacy and will not sell your information.

We also value being transparent with you about what information we collect and how we use it. We hope that this policy provides you a better understanding of how we use data and how we protect it responsibly.

Why We Collect Your Information

We gather information about you so that:

  • We can accurate report information as required on tax returns

  • We can maintain regulatory compliance

  • We can identify planning opportunities consistent with your financial goals

What Information We Collect and Maintain

In order to comply with regulatory requirements we may collect the following information:

  • Name, address, tax identification numbers, and other identifying personal information.

  • Bank account and other financial record information

  • Income, expenses, assets, liabilities, and other financial information

  • Additional information as needed

What Information We Disclose

  • We use third-party service and software providers to serve our clients such as IT consultants and tax preparation software providers. The third parties we work with are subject to confidentiality agreements.

  • We do not sell client information.

  • At the request of a client, and with a client’s express consent, we may share information with individuals that the client designates to receive information.

How We Protect Your Information

Protecting your data and security is paramount to our purpose of client service. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Access to client information is limited to the individuals who require access to serve the client.

ShareFile Client Portal

We use ShareFile to securely send and receive client information. Information about ShareFile’s security safeguards can be found at: https://support.citrix.com/article/CTX208317/sharefile-security-faq

www.LPCTax.com

Our website, www.LPCTax.com is operated through Squarespace and has third party software tools. Information the data collected through our website can be found below.

Analytics

This website collects personal data to power our site analytics, including:

  • Information about your browser, network, and device

  • Web pages you visited prior to coming to this website

  • Your IP address

This information may also include details about your use of this website, including:

  • Clicks

  • Internal links

  • Pages visited

  • Scrolling

  • Searches

  • Timestamps

We share this information with Squarespace, our website analytics provider, to learn about site traffic and activity.

Cookies

This website uses cookies and similar technologies, which are small files or pieces of text that download to a device when a visitor accesses a website or app. For information about viewing the cookies dropped on your device, visit The cookies Squarespace uses.

These functional and required cookies are always used, which allow Squarespace, our hosting platform, to securely serve this website to you.

These analytics and performance cookies are used on this website, as described below, only when you acknowledge our cookie banner. This website uses analytics and performance cookies to view site traffic, activity, and other data.

Visitors

This website is hosted by Squarespace. Squarespace collects personal data when you visit this website, including:

  • Information about your browser, network and device

  • Web pages you visited prior to coming to this website

  • Web pages you view while on this website

  • Your IP address

Squarespace uses the data to run this website, and to protect and improve its platform and services. Squarespace analyzes the data in a de-personalized form.

Fonts

This website serves font files from and renders fonts using Google Fonts and Adobe Fonts. To properly display this site to you, these third parties may receive personal information about you, including:

  • Information about your browser, network, or device

  • Information about this site and the page you’re viewing on it

  • Your IP address

Scheduling

When you schedule an appointment by booking on this website, we collect personal information from you to complete the booking. We may collect information like your:

  • Name

  • Email address

  • Phone number

  • Details relating to your appointment (for example, who referred you)

  • Files you uploaded

We share this information with Squarespace, our scheduling service provider, so that they can provide online booking services to us.