Private Policy

Effective Date: January 20, 2025

At Landmark Tax & Advisory LLC, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you use our tax preparation and advisory services.

1. Information We Collect

We collect the following types of personal information:

Personal Identification Information: Name, address, email, phone number, Social Security number (SSN), and other financial information.

Tax-related Information: Income details, deductions, dependents, tax filings, and other necessary documents for tax preparation.

Payment Information: Credit card details, billing information, and payment history.

2. How We Use Your Information

We use the information we collect for the following purposes:

To provide tax preparation, filing, and advisory services.

To communicate with you regarding your tax filings and updates.

To process payments and send receipts.

To improve our services and ensure compliance with applicable tax laws and IRS regulations.

3. Data Protection

We take appropriate security measures to protect your personal data from unauthorized access, alteration, or disclosure. This includes using secure encryption for sensitive data transmission and limiting access to your information within our company.

4. Sharing Your Information

We do not share your personal information with third parties except for the following:

With the IRS: As required by law, we may submit tax-related information to the IRS and other relevant authorities for processing and reporting purposes.

Service Providers: We may share your information with third-party service providers who assist in providing our services (e.g., payment processors, IT services), but they are bound by confidentiality agreements.

Legal Compliance: We may disclose your information to comply with legal obligations, such as court orders or government requests.

5. Data Retention

We retain your personal data for as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements. Once your data is no longer needed, we will delete or anonymize it.

6. Your Rights

You have the right to:

Request access to the personal information we hold about you.

Correct any inaccurate or incomplete information.

Request the deletion of your personal data, subject to certain exceptions (e.g., for legal obligations).

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with an updated effective date.