Legacy Involved Tax Services Privacy Policy
Legacy Involved Tax Services (“Legacy Involved Tax Services,” “we,” “us,” or “our”) is committed to safeguarding the privacy and security of the personal information entrusted to us by our clients and website visitors. This Privacy Policy explains what information we collect, how we use it, how we protect it, and the choices you have regarding your information.
By using our website or our tax preparation and related services, you agree to the terms of this Privacy Policy.
Who We Are
Legacy Involved Tax Services is a professional tax preparation and advisory service that provides individual and business tax preparation, bookkeeping, and related financial services. We collect and process personal information only as needed to deliver these services and comply with applicable laws and regulations governing tax and financial records.
Information We Collect
We may collect the following categories of information when you visit our website, contact us, or engage our services:
• Contact information: name, mailing address, email address, phone number.
• Identification information: date of birth, Social Security number or Taxpayer Identification Number, driver’s license or state ID details, and other government-issued identifiers as required for tax filing.
• Financial and tax information: income details, W-2s, 1099s, expense records, bank and routing numbers for refunds and payments, dependents’ information, and other tax-related documents you provide.
• Account and communication information: login credentials (if you create an account), messages you send us through contact forms, email, or other communication channels.
• Website and device information: IP address, browser type, device identifiers, pages visited, and general usage data collected via cookies and similar technologies to help us understand how our website is used and to improve user experience.
We collect this information directly from you when you provide it to us, from documents you upload, during consultations, and from authorized third parties (such as employers, financial institutions, or government agencies) when you ask or authorize us to obtain it.
How We Use Your Information
We use the information we collect for the following purposes:
• To provide tax preparation, filing, planning, bookkeeping, and related financial services you request.
• To verify your identity and protect against fraud, identity theft, and unauthorized access.
• To prepare and file federal, state, and local tax returns and respond to tax authority inquiries or audits on your behalf.
• To communicate with you about your tax returns, appointments, status updates, and other service-related matters.
• To process payments, issue invoices, and manage your account or client file.
• To maintain our business records, comply with legal and regulatory requirements, and respond to lawful requests from government agencies or courts.
• To operate, maintain, and improve our website, marketing, and customer service, including understanding how visitors use our site.
We will not sell your personal information to third parties.
Legal Bases for Processing (If Applicable)
Where required by applicable data protection laws, we rely on one or more of the following legal bases to process your personal information:
• Your consent, when you voluntarily provide information or authorize specific uses.
• Performance of a contract, when processing is necessary to deliver the tax or financial services you request.
• Compliance with legal obligations, including tax laws, recordkeeping requirements, and anti-fraud regulations.
• Legitimate interests, such as improving our services, maintaining website security, and managing our business, provided these interests are not overridden by your rights.
How We Share Your Information
We may share your information in limited circumstances, including:
• With tax authorities: such as the Internal Revenue Service (IRS) and state or local tax agencies, to file your returns, respond to notices, or comply with legal obligations.
• With service providers and vendors: who help us operate our business (for example, secure document portals, e-signature platforms, cloud storage providers, payment processors, or professional software tools), and who are contractually required to protect your information and use it only as directed by us.
• With professional partners: such as banks, financial advisors, or attorneys, when you authorize us to share information to coordinate services.
• For legal protection and compliance: when we believe disclosure is necessary to comply with applicable law, respond to a subpoena or other legal process, protect our rights or property, investigate fraud, or protect the safety of our clients or the public.
• In a business transfer: if we undergo a merger, acquisition, restructuring, or similar business transaction, your information may be transferred as part of that process, subject to the same or comparable privacy protections.
We do not sell or rent your personal information to marketing companies or unrelated third parties.
Cookies and Website Tracking
Our website may use cookies and similar tracking technologies to enhance your browsing experience and improve site performance. Cookies are small data files stored on your device that help us:
• Recognize returning visitors and remember certain preferences.
• Understand which pages and features are most popular.
• Monitor website traffic and security.
You can control or disable cookies through your browser settings. If you choose to disable cookies, some features of our website may not function properly.
Data Security
We take the security of your information seriously and use reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or disclosure. These measures may include:
• Secure transmission technologies (such as encryption) for sensitive data.
• Access controls and authentication procedures to limit access to authorized personnel.
• Secure storage practices for electronic and physical records.
• Employee training and confidentiality obligations for staff who handle client information.
While we strive to protect your information, no method of transmission or storage is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of any account credentials or passwords associated with our services.
Data Retention
We retain your personal information only as long as necessary to:
• Provide the services you have requested.
• Comply with tax, legal, and regulatory recordkeeping requirements.
• Resolve disputes, enforce our agreements, and maintain our business records.
Tax and financial records are often required to be kept for a number of years under applicable law. When your information is no longer needed for these purposes, we will securely delete, anonymize, or otherwise dispose of it in a manner designed to protect your privacy.
Your Rights and Choices
Depending on your location and applicable law, you may have certain rights regarding your personal information, such as:
• Access: You may request access to the personal information we hold about you.
• Correction: You may request that we correct inaccurate or incomplete information.
• Deletion: You may request that we delete certain personal information, subject to legal and regulatory retention requirements.
• Restriction or objection: You may request that we restrict or object to certain types of processing in specific circumstances.
• Data portability: In some cases, you may request a copy of your information in a structured, commonly used format.
To exercise any of these rights, please contact us using the information provided in the “Contact Us” section. We may need to verify your identity before responding to your request, and some requests may be limited by legal obligations or legitimate business needs.
You may also opt out of non-essential marketing communications at any time by following the unsubscribe instructions in those messages or contacting us directly. Service-related communications (such as tax return updates or appointment reminders) are necessary to deliver our services and are not optional while we are actively working with you.
Children’s Privacy
Our services are primarily directed to adults. We do not knowingly collect personal information directly from children under the age of 13 without appropriate parental or guardian consent. If you are a parent or guardian and believe that a child has provided us with personal information without your consent, please contact us so we can review and take appropriate action. Information about dependents collected for tax purposes is obtained and used only as required to prepare and file tax returns, and is handled with strict confidentiality.
Third-Party Websites and Links
Our website may contain links to third-party websites, tools, or services that are not operated or controlled by Legacy Involved Tax Services. We are not responsible for the privacy practices, content, or security of those third-party sites. If you follow a link to any other website, we encourage you to review that site’s privacy policy before providing any personal information.
International Visitors
If you access our website or services from outside the United States, please be aware that your information may be transferred to, stored in, and processed in the United States, where our systems and some of our service providers are located. By using our website or services, you consent to the transfer of your information to the United States, which may have different data protection laws than your country of residence.
Changes to This Privacy Policy
We may update or revise this Privacy Policy from time to time to reflect changes in our practices, services, or legal obligations. When we make changes, we will update the “Last Updated” date at the top or bottom of this page. Your continued use of our website or services after any changes become effective signifies your acceptance of the updated Privacy Policy.
We encourage you to review this page periodically to stay informed about how we protect and use your information.
Contact Us
If you have any questions about this Privacy Policy, our privacy practices, or your personal information, please contact us at:
