Legacy Tax Consultants – Privacy Policy
Last Updated: 07/30/2025
1. Introduction
Legacy Tax Consultants, LLC (“Legacy Tax Consultants,” “we,” “us,” or “our”) is committed to protecting the privacy of our clients. This Privacy Policy explains how we collect, use, and protect your personal information when you engage our services.
2. Information We Collect
We may collect the following types of information from you:
- Personal Identification: Name, address, email, phone number.
- Financial Information: Tax ID numbers, Social Security numbers, banking details, income data, and other financial records.
- Business Information: Entity details, ownership documents, financial statements.
- Communication Records: Emails, meeting notes, and correspondence.
- Technical Data: IP address, browser type, and website usage information.
3. How We Use Your Information
We use your information to:
- Provide tax strategy, planning, and related services.
- Communicate with you regarding your account, services, and updates.
- Comply with legal and regulatory requirements.
- Improve our services and client experience.
- Prevent fraud and unauthorized activity.
4. Sharing Your Information
We do not sell your information. We may share your data only:
- With your consent, to your CPA, attorney, or financial advisor.
- With trusted third-party service providers who assist in service delivery.
- As required by law, regulation, or legal process.
- In connection with a business transfer, such as a merger or acquisition, under strict confidentiality agreements.
5. Data Security
We implement industry-standard measures to safeguard your personal and financial information. However, no system is completely secure, and we cannot guarantee absolute security of your data.
6. Your Rights
You may request to:
- Access, correct, or delete your personal data.
- Restrict or object to certain processing activities.
- Receive a copy of your data in a portable format.
Requests can be sent to Support@LegacyTaxConsultants.com.
7. Data Retention
We retain your data only as long as necessary to fulfill the purposes outlined in this policy or as required by law.
8. Third-Party Links
Our website or communications may contain links to external sites. We are not responsible for their privacy practices and encourage you to review their policies.
9. Children’s Privacy
Our services are intended for adults. We do not knowingly collect information from individuals under 18 years of age.
10. Changes to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on our website with an updated effective date.
11. Contact Us
If you have questions or concerns about this policy or our data practices, contact us at:
Legacy Tax Consultants
Support@LegacyTaxConsultants.com
888-907-9883
7957 North University Dr.
#160
Parkland, Florida 33067