Privacy Policy

Effective Date: October 1, 2023

At LRC Financial Group, we are committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our tax professional business. By using our services, you agree to the practices described in this policy.

Information We Collect

Personal Information: We may collect personal information such as your name, address, contact information, Social Security number, tax identification number, and other relevant details necessary to provide our tax-related services.

Financial Information: We may collect financial information, including income, expenses, assets, liabilities, and other financial data relevant to the tax services we provide.

Client Communication: We may retain records of our communication with you, including emails, letters, and other forms of correspondence.

How We Use Your Information

We use your information for the following purposes:

Providing Tax Services: We use your personal and financial information to provide tax planning, preparation, and consulting services.

Compliance with Legal Obligations: We use your information to comply with applicable tax laws and regulations.

Communication: We use your contact information to communicate with you regarding appointments, updates, and other relevant information.

Improving Our Services: We may use anonymized and aggregated data to analyze trends and improve our services.

Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties for marketing purposes. We may share your information in the following circumstances:

With Your Consent: We may share your information with third parties when you provide explicit consent.

Legal Obligations: We may disclose your information when required by law or to comply with legal processes.

Service Providers: We may engage third-party service providers to assist us in delivering our services, and they may have access to your information as necessary to perform their functions.

Data Security

We take reasonable measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Our security measures include data encryption, restricted access, and regular security assessments.

Your Privacy Choices

You have the following rights:

Access: You may request access to your personal information that we hold.

Correction: You may request corrections to inaccurate or incomplete information.

Deletion: You may request the deletion of your personal information, subject to legal and contractual obligations.

Withdrawal of Consent: You may withdraw your consent for specific uses of your data.

Changes to this Privacy Policy

We may update this Privacy Policy to reflect changes in our practices or for legal, regulatory, or operational reasons. We will notify you of any material changes through our website or other communication channels.

Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy, please contact us at:

LRC Financial Group | 9805 Statesville Rd. #6763 | (704) 249-7188 |

We are committed to addressing your inquiries and concerns promptly and responsibly.

By using our services, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your information as described herein.

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