Privacy Policy

At Legacy Tax & Accounting Solutions, LLC (“Legacy,” “we,” “our,” or “us”), protecting your privacy and safeguarding your personal information is a top priority. This Privacy Policy explains how we collect, use, store, and protect your information when you engage with our services, visit our website, or otherwise interact with us.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, address, phone number, email address, date of birth, Social Security number, and government-issued identification.

Financial Information: Income records, bank account details, tax documents, payroll information, and related financial data necessary for services.

Technical Information: Website usage, IP address, and cookies when visiting our website.

2. How We Use Your Information

We use the information we collect to:

Provide tax preparation, accounting, and advisory services.

File federal, state, and local tax returns on your behalf.

Communicate with you regarding your services, documents, and updates.

Maintain legal, regulatory, and compliance requirements.

Improve our services and protect against fraud.

3. Information Sharing and Disclosure

We do not sell or rent your personal information. We may share your information only in the following situations:

With your consent.

With third-party service providers who assist in delivering services (e.g., tax filing platforms, payroll processors) under strict confidentiality agreements.

As required by law, regulation, or legal process.

To protect our rights, safety, or property, or that of our clients and partners.

4. Data Security

We implement industry-standard administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction. However, no system or method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain personal and financial information only as long as necessary to provide services, comply with legal obligations, or resolve disputes.

6. Your Rights

Depending on applicable laws, you may have the right to:

Access and obtain a copy of your personal information.

Request correction of inaccurate or incomplete data.

Request deletion of your data, subject to legal and regulatory retention requirements.

Opt out of non-essential communications.

7. Children’s Privacy

Our services are not directed toward children under the age of 13, and we do not knowingly collect information from them.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any updates will be posted on our website with a revised effective date.

9. Contact Us

If you have questions regarding this Privacy Policy or how your information is handled, please contact us at:

Legacy Tax & Accounting Solutions, LLC
Virtual Services
877.870.3122
ltaasolutions.com