Effective Date: December 8, 2024

Linda Strange – Bookkeeping & TAX Services (“LLS,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website http://llstaxes.com or use our services.

Information We Collect

Personal Information

When you use our services or contact us, we may collect personal information including:

• Name, address, email address, and phone number
• Social Security Number and Tax Identification Numbers
• Date of birth and other identification information
• Financial information including income, expenses, bank account details, and credit card information
• Employment information and business records
• Information from tax returns, W-2s, 1099s, and other tax documents
• Any other information necessary to provide tax preparation, bookkeeping, and payroll services

Mobile information and SMS opt-in information will not be shared with third parties for marketing.

Website Usage Information

We may automatically collect certain information when you visit our website:

• IP address and browser type
• Pages visited and time spent on our site
• Referring website addresses
• Device information and operating system

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience. You can control cookie preferences through your browser settings.

How We Use Your Information

We use the information we collect to:

• Prepare and file federal, state, and local tax returns
• Provide bookkeeping and payroll services
• Communicate with you about your account and our services
• Comply with legal and regulatory requirements
• Respond to government audits and inquiries
• Process payments for our services
• Improve our website and services
• Send service-related announcements and updates
• Maintain records as required by professional standards and law

Information Sharing and Disclosure

We may share your information with:

Tax Authorities

We are required to file tax returns with federal, state, and local tax authorities on your behalf.

Third-Party Service Providers

We may share information with trusted third-party vendors who assist in providing our services, including:

• Tax software providers
• Payment processors
• Cloud storage and data backup services
• Professional advisors and consultants

These third parties are contractually obligated to maintain confidentiality and may only use your information to perform services on our behalf.

Legal Requirements

We may disclose your information when required by law, including:

• In response to valid subpoenas, court orders, or legal process
• To comply with IRS regulations and professional standards
• To protect our rights, property, or safety
• To prevent fraud or illegal activity

Business Transfers

If our business is sold, merged, or transferred, your information may be transferred to the new owner to ensure continuity of services.

With Your Consent

We may share your information with other parties when you provide explicit consent.

Data Security

We implement reasonable physical, electronic, and administrative safeguards to protect your information, including:

• Secure file storage and transmission
• Password-protected systems
• Encryption of sensitive data
• Limited access to personal information on a need-to-know basis
• Regular security assessments

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations. Tax records and related documents are typically retained for a minimum of seven years as required by IRS regulations and professional standards, or longer if required by law.

Your Rights and Choices

You have the right to:

• Access the personal information we hold about you
• Request corrections to inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of marketing communications
• Withdraw consent where we rely on consent to process your information

To exercise these rights, please contact us using the information below.

Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

IRS Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on our website with an updated effective date. Your continued use of our services after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

Linda Strange – Bookkeeping & TAX Services
543 Cox Road, Suite B8
Gastonia, NC 28054
Phone: (704) 648-5167
Email: [Contact form available at http://llstaxes.com/contact/]

Your Privacy is Important to Us

We are committed to maintaining the confidentiality of your financial and personal information in accordance with professional standards and applicable laws.

Collection of Personal Information

LLS Taxes respects your privacy. On occasion, we ask for personal data collected directly from you on this website, which may include first and last name, address, email address, and phone number. This may be collected through a submission form, during registration, while making a reservation, or when contacting us with questions. The information is used to fulfill requests such as sending brochures by mail, to use special features of the site, or to contact you regarding your request. We implement industry-standard security measures, including data encryption and access controls, to prevent unauthorized access to or sharing of user data. Your privacy is important to us. We are committed to ensuring that your personal data is protected and not shared with third parties for marketing purposes under any circumstances.

Your data will not be transferred to external organizations, except as required by law. We have implemented specific measures to prevent unauthorized sharing of your data.

No mobile information will be shared with third parties/affiliates. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

By voluntarily providing personal information, you are consenting to the collection and use of your personal information in accordance with the terms of this Privacy Policy.

You may choose not to use any service that requires the use of your personal information in a manner not described in this Privacy Policy. Your use of LLS Taxes, or any other LLS Taxes online services will be considered as your consent to the use of your personal information in the way described.

As a matter of policy, your email address and phone number will not be sold, rented, or shared with any other business or organization. Users who opt to receive communications from us may, from time to time, receive updates about new website features, services, and other information related to LLS Taxes. To unsubscribe, click the unsubscribe link.

If you provide your phone number, you agree to receive SMS from LLS Taxes regarding your contact submission. You may opt-out of receiving SMS messages at any time by replying “STOP.” Message and data rates may apply. We do not share your phone number or SMS opt-in consent with third parties.