LVP Accounting and Taxes LLC (“LVP,” “we,” “us,” or “our”) recognizes that clients and website visitors may entrust us with highly sensitive personal, financial, tax, business, and identifying information. We are committed to handling that information responsibly, limiting access to legitimate business purposes, and maintaining administrative, technical, and physical safeguards appropriate to the sensitivity of the information we receive.
This policy applies to information collected through LVP’s website, appointment and contact forms, secure client portal, tax preparation, bookkeeping and accounting-support services, business-formation and business-support services, telephone and electronic communications, in-person interactions, client onboarding, uploaded documents, and other services that reference this policy. Separate service providers, financial institutions, governmental agencies, software providers, or linked websites may maintain their own privacy practices.
Identifiers and contact information: name, mailing address, email address, telephone number, date of birth, Social Security number, ITIN, EIN, driver’s license information, and other government identification information.
Tax information: filing status, dependents, wages, self-employment income, business income and expenses, deductions, credits, estimated payments, prior returns, tax notices, transcripts, tax forms, and other return information.
Financial information: bank and payment information, account and routing information when needed for authorized services, investment information, assets, liabilities, transaction history, receipts, invoices, statements, and financial reports.
Business information: legal or business name, entity type, ownership information, EIN, registered-agent information, formation documents, licenses, payroll, contractor and vendor information, customer information, accounts receivable and payable, and bookkeeping records.
Employment and payroll information: employer information, compensation, withholding, payroll elections, benefit-related information, employee and contractor records, and information-return data.
Household and family information: spouse and dependent information, relationship, residency, education, childcare, and other information relevant to requested tax services.
Professional and service information: appointment history, service selections, engagement records, signed forms, correspondence, notes, support requests, and client preferences.
Portal and account information: login or account identifiers, authentication records, uploaded files, message history, account activity, and security logs.
Payment and transaction information: invoices, payments, payment status, transaction identifiers, and limited payment information supplied to or returned by payment processors.
Device, website, and network information: IP address, browser or device type, operating system, referring pages, pages viewed, timestamps, cookie identifiers, approximate location inferred from IP, and security or diagnostic logs.
Information voluntarily provided in free-text fields, messages, uploaded files, consultations, or other communications.
LVP may collect information directly from you; from a spouse, authorized representative, business owner, employee, contractor, or other person acting with appropriate authority; from documents and accounts you provide or authorize us to access; from tax and accounting software; from service providers; from government agencies or publicly available records when appropriate; and automatically through website or portal technology.
LVP may use information to provide and improve tax preparation, bookkeeping, accounting support, tax-resolution support, business formation or support, and related services; prepare, transmit, amend, or support tax returns and filings; maintain books and records; reconcile accounts; prepare reports; support payroll and information-return services; verify identity; prevent fraud; authenticate portal access; protect accounts; schedule appointments; respond to inquiries; communicate about services; process payments; manage billing; maintain engagement records; comply with tax-preparer, e-file, accounting, recordkeeping, legal, regulatory, court-order, audit, security, and professional obligations; investigate suspected fraud or misuse; respond to security incidents; maintain and improve LVP systems and website; and send service-related communications and legally permitted informational or marketing communications.
Tax return information receives special protection under federal law. Federal rules generally restrict a tax return preparer from using or disclosing tax return information for purposes beyond tax preparation and other legally permitted activities unless an applicable exception exists or the taxpayer provides legally sufficient consent.
When federal law requires separate consent, LVP will not rely on this general Privacy Policy as a substitute for that consent. Submitting a website form, accepting website terms, receiving an appointment reminder, or acknowledging this Privacy Policy does not independently authorize a use or disclosure of tax return information that requires separate consent.
Tax preparation may require highly sensitive information, including Social Security or taxpayer identification numbers, income, wages, business information, investments, dependents, deductions, credits, retirement information, banking information, prior returns, and transaction or loss information.
LVP may use tax return information to prepare, assist in preparing, transmit, and provide legally permitted services in connection with a tax return. When separate federal consent is required, LVP will present it independently. Confidentiality responsibilities do not automatically end when a client engagement ends; information may continue to be retained or handled as permitted or required by law and LVP’s retention policy.
Subject to applicable tax-information restrictions and other law, LVP may disclose information when reasonably necessary to authorized LVP employees, contractors, and personnel; tax-preparation, e-file, tax-research, accounting, bookkeeping, payroll, document-management, client-portal, cloud-hosting, communications, scheduling, identity-verification, cybersecurity, and technical service providers; payment processors and financial institutions; professional advisers; tax authorities and other government agencies; courts, regulators, or law enforcement in response to valid legal process; and a successor organization in a merger, acquisition, reorganization, financing, sale of assets, or similar business transaction, subject to applicable confidentiality restrictions.
LVP seeks to collect and retain information reasonably related to the services requested, legal obligations, security, professional responsibilities, and legitimate business operations. Access is intended to be limited to individuals and service providers with a legitimate need.
Subject to applicable law and verification, clients may request correction of contact information, access to certain records, return of client-provided documents, information about LVP’s privacy practices, or other rights available under applicable law. LVP may need to verify identity before responding. Requests may be limited by tax-preparer requirements, record-retention duties, legal holds, security needs, backups, fraud-prevention obligations, or other lawful requirements.
Privacy rights and business obligations differ by jurisdiction and may depend on residency, business size, the type of information, exemptions, and how information is used. Depending on applicable law, individuals may have rights concerning access, correction, deletion, portability, disclosure of categories of information, or certain sharing or targeted-advertising practices.
Where a privacy right applies, LVP may verify identity and authority before processing a request. Because LVP may serve clients outside Georgia, applicable state privacy requirements should be reviewed periodically as laws change.
For protected personal information subject to Georgia business-record disposal requirements, LVP uses or intends to use secure disposal methods designed to shred, erase, destroy, or otherwise render protected information unreadable and to take reasonable measures against unauthorized access during disposal.
LVP’s website and professional services are directed primarily to adults and business owners. LVP does not knowingly use the public website to solicit personal information directly from children under 13.
Tax preparation may legitimately require information concerning a client’s children or other dependents. Such information may be provided by a taxpayer, parent, guardian, or other authorized individual and is handled as sensitive client information. Anyone who believes a child submitted information directly through the public website without appropriate authorization may contact LVP for review, subject to legal and recordkeeping obligations.
Recipients of optional marketing communications may use available unsubscribe or opt-out mechanisms. Service, security, billing, filing-status, appointment, and other transactional communications may still be sent when appropriate. Tax return information will not be used for marketing where separate federal consent is required unless legally sufficient consent has been obtained.
Questions concerning privacy, confidentiality, personal information, privacy requests, or LVP’s information-handling practices may be directed to Octavia Holder, Privacy & Compliance Contact, LVP Accounting and Taxes LLC, 1393 Duncan Lane, Unit 100, Auburn, Georgia 30011, or by email at info@LVPAccounting.com.
For security reasons, clients should not include Social Security numbers, complete tax returns, banking credentials, or other highly sensitive information in ordinary email or a public website contact form. Sensitive information should be transmitted using LVP’s approved secure method whenever available.
