Effective Date: October 1, 2023
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.
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.
LRC Financial Group | 9805 Statesville Rd. #6763 | (704) 249-7188 | firstname.lastname@example.org
We are committed to addressing your inquiries and concerns promptly and responsibly.