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Services: Service

Privacy Policy

Litherland Tax & Accounting Services, LLC (“LTAS,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the personal, financial, tax, accounting, and business information you provide to our firm.

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This Privacy Policy explains how we collect, use, store, and share information through our website, appointment forms, client intake forms, client communications, client portal, and related online services.

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By using our website, submitting information through our forms, scheduling an appointment, using our client portal, or engaging our services, you agree to this Privacy Policy.

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Information We Collect

LTAS may collect personal, business, tax, accounting, financial, and contact information that you voluntarily provide to us, including but not limited to:

• Name, address, phone number, and email address
• Business name and business contact information
• Taxpayer identification information, when needed for services
• Tax, accounting, bookkeeping, payroll, and financial information
• Appointment requests, intake form responses, and consultation details
• Payment and billing information
• Documents, records, and files you provide to our firm
• Client portal messages, uploads, signatures, organizers, and communications
• Communications sent by email, phone, client portal, website forms, or other methods

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We may also collect limited website usage information through cookies, analytics tools, or similar technologies to help operate and improve our website.

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How We Use Your Information

LTAS uses information collected from you to provide, manage, and improve our professional services, including:

• Tax preparation and amended returns
• Monthly accounting and bookkeeping services
• Payroll support and coordination
• Tax resolution and representation
• CPA advisory and consultation services
• Client intake, onboarding, scheduling, and communication
• Client portal access, document collection, signatures, and organizers
• Billing, payment processing, and account administration
• Compliance with legal, regulatory, professional, and recordkeeping obligations
• Improving our website, forms, scheduling process, portal process, and client experience

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LTAS does not sell your personal information, tax information, financial information, or client data.

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Client Confidentiality

LTAS treats client information as confidential. Access to client information is limited to LTAS owners, employees, contractors, staff, service providers, and professionals who need the information to perform services for our firm or our clients.

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We use reasonable administrative, technical, and physical safeguards to protect information from unauthorized access, loss, misuse, or disclosure. However, no website, email system, software platform, client portal, or electronic transmission method can be guaranteed to be completely secure.

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Tax Return and Financial Information

LTAS handles tax return, accounting, payroll, bookkeeping, and financial information as confidential client information. We use this information only to provide requested professional services, comply with legal and professional obligations, communicate with clients, process payments, and maintain required firm records.

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LTAS does not sell client tax, financial, or personal information.

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Client Portal

LTAS may use a secure client portal, including TaxDome, to collect documents, exchange messages, obtain signatures, send organizers, and manage client information.

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Clients are responsible for maintaining the confidentiality of their client portal login credentials and for promptly notifying LTAS if they believe their account or information has been accessed without authorization.

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Sensitive tax, financial, payroll, identity, and accounting documents should be uploaded through the secure client portal whenever possible.

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How Information May Be Shared

LTAS may share information only when necessary to provide services, operate our firm, comply with legal obligations, or protect our rights. Information may be shared with:

• LTAS owners, employees, contractors, staff, and authorized personnel
• Tax, accounting, bookkeeping, payroll, client portal, scheduling, payment, website, and technology service providers
• Federal, state, or local tax authorities or government agencies, when required or authorized
• Professional advisors, legal counsel, or other authorized representatives
• Third parties when you provide consent or request that we share information
• Other parties when required by law, subpoena, court order, government request, or professional obligation

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We do not sell client data, tax information, financial information, or personal information to third parties.

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Third-Party Tools and Platforms

LTAS may use third-party tools and platforms to operate our website and provide services, including website hosting, online scheduling, client portal services, tax preparation software, accounting software, payment processing, email, video meetings, and analytics tools.

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These third-party providers may include platforms such as Wix, TaxDome, QuickBooks, Google, payment processors, tax software providers, and other professional service tools. These providers may process information according to their own privacy policies and security practices.

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Client Responsibility for Secure Communication

Clients are responsible for providing accurate information and using secure methods when submitting sensitive documents or personal information.

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When possible, sensitive tax, financial, payroll, identity, and accounting documents should be uploaded through the secure client portal or another method approved by LTAS. Regular email and text messaging may not be secure for transmitting sensitive information.

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Cookies and Website Analytics

Our website may use cookies, analytics tools, or similar technologies to help us understand website traffic, improve website performance, and enhance user experience.

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You may adjust your browser settings to limit or disable cookies. Some website features may not function properly if cookies are disabled.

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Data Retention

LTAS retains client and business records as needed to provide services, comply with legal and professional obligations, resolve disputes, maintain records, and operate our firm.

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We may retain information for as long as necessary for tax, accounting, legal, regulatory, professional, administrative, or business purposes.

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Marketing Communications

If you provide your contact information, LTAS may use it to respond to inquiries, communicate with you about services, provide appointment information, or send firm updates.

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You may request to stop receiving marketing or promotional communications from us at any time by contacting us at info@mitaxaccountant.com.

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Government, Legal, and Regulatory Requests

LTAS may disclose information when required or permitted by law, regulation, subpoena, court order, government request, professional obligation, or to protect the rights, property, safety, or security of LTAS, our clients, our staff, or others.

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Children’s Privacy

Our website and services are intended for adults and business users. We do not knowingly collect personal information from children through our website.

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Changes to This Privacy Policy

LTAS reserves the right to update or modify this Privacy Policy at any time. Any revised policy will be effective immediately upon posting to our website. Continued use of our website or services after changes are posted means you accept the revised Privacy Policy.

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Contact Us

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

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Litherland Tax & Accounting Services, LLC
Email: info@mitaxaccountant.com
Phone: (989) 259-7027

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