Legal Notice & Disclosures – Legacy Involved Tax Services
Important terms, privacy, and compliance information for our clients and visitors.
Legacy Involved Tax Services is committed to transparency, integrity, and protecting your information. This Legal Notice outlines our policies on privacy, disclaimers, and site usage. Please read carefully.
Privacy Policy
We respect your privacy and handle all client data with the highest standards of care and compliance.
• Personal and financial information shared with us is used solely for tax preparation, strategy, and related services.
• We do not sell, trade, or share your data with third parties except as required by law or with your explicit consent.
• Secure transmission via encrypted forms and compliant software protects your details during filing and communication.
• Cookies on this site track only essential functions like navigation; no personal data is collected without consent.
• Contact us at privacy@legacyinvolvedtax.com for data access, correction, or deletion requests.
Full Privacy Policy | Link to dedicated Privacy Policy page
Terms of Use
By accessing this website, you agree to these terms.
• Content is for informational purposes only and not formal tax advice. Consult a professional for personalized guidance.
• All materials are copyrighted © 2026 Legacy Involved Tax Services; reproduction requires written permission.
• We reserve the right to update terms without notice—check this page regularly.
• Users are responsible for maintaining the accuracy of information provided for services.
Full Terms & Conditions | Link to dedicated Terms page
Disclaimer
Legacy Involved Tax Services provides tax preparation and advisory services through licensed professionals.
• Services do not guarantee specific outcomes like refunds or audits; results depend on individual circumstances and IRS rules.
• We are not liable for losses from reliance on site content, third-party links, or unforeseen tax law changes.
• Tax laws evolve—always verify current regulations with us or the IRS.
IRS Compliance & Credentials
As a tax services firm:
• We adhere to all IRS Circular 230 regulations and ethical standards for tax practitioners.
• Founder Jaywoni Thomas and team members hold necessary credentials (e.g., Enrolled Agent status where applicable).
• Client confidentiality is maintained per Section 7216 of the Internal Revenue Code.
Anti-Spam Policy
We do not send unsolicited emails. Unsubscribe links are provided in all communications. To opt out, reply “UNSUBSCRIBE” or use the link in any email.
Contact Information
Legacy Involved Tax Services
Fort Worth Texas, United States
info@legacyinvolvedtaxservices.com
Last Updated: March 8, 2026
Questions? Reach out via our contact form for clarification on any policy.
This Legal Notice integrates seamlessly with your Privacy Policy, Terms, Help Center, and other pages. All links should point to your existing content for easy navigation.
