Privacy Policy
How LMN Tax Inc. handles the personal and financial information clients share with us.
LMN Tax Inc. understands that the information you share with a tax and accounting firm is sensitive. We take that responsibility seriously. This Privacy Policy explains what information we collect, how we use it, and how we protect it.
1. Information We Collect
In the course of providing tax preparation, bookkeeping, payroll, and related services, LMN Tax Inc. may collect the following types of information:
- Contact information such as your name, phone number, email address, and mailing address
- Tax and financial information you provide, including income, deductions, and prior-year filings
- Business records, payroll information, and accounting data provided for bookkeeping or payroll engagements
- Identification documents and supporting records uploaded through our client portal or submitted by other approved methods
- Limited website usage data such as browser type, device information, IP address, and page activity collected automatically when you visit our website
2. How We Use Your Information
LMN Tax Inc. uses the information you provide to:
- Provide tax preparation, bookkeeping, payroll, and other professional services you have engaged us for
- Communicate with you about your engagement, documents, and questions
- Verify your identity when required
- Prepare and deliver completed filings, reports, and client documents
- Operate and maintain the website and client portal
- Comply with legal, tax, regulatory, and professional recordkeeping obligations
We do not use your personal or financial information for advertising, marketing profiling, or any purpose unrelated to the services you have engaged us to provide.
3. Secure Document Handling
Clients may submit documents through our secure client portal (Verifyle Gold) or by other methods we have approved for a specific engagement. We do not encourage sending sensitive financial documents by standard email.
LMN Tax Inc. takes reasonable administrative, technical, and procedural measures to protect the personal and financial information in our care. That said, no method of electronic transmission or storage can be guaranteed to be completely free of risk. We will promptly notify affected clients of any security incident that we are required to disclose under applicable law.
4. Sharing of Information
LMN Tax Inc. does not sell client personal information. We do not share information for advertising or marketing purposes.
We may share your information only in the following circumstances, and only to the extent reasonably necessary:
- With software and service providers that support our firm operations (see Section 5)
- With tax authorities or government agencies when authorized by you or when required by law
- With financial institutions, payroll processors, or related providers when necessary to complete approved services
- With legal or regulatory authorities when required by applicable law, court order, or professional obligation
- With other parties when you specifically direct or authorize us to do so
5. Third-Party Software and Service Providers
LMN Tax Inc. uses professional third-party systems to deliver its services. These include Drake Software for tax preparation, QuickBooks for bookkeeping, Pensoft Payroll for payroll processing, Verifyle for secure document sharing, and hosting and communication services that support day-to-day firm operations.
These providers may process or store client data on our behalf as part of delivering services. We select providers that we believe maintain appropriate security practices. These providers are not authorized to use your data for their own purposes beyond what is necessary to support our services.
6. Cookies and Website Analytics
Our website may use cookies or similar technologies for basic functionality, security, traffic measurement, and site improvement. These are standard web technologies used to understand how visitors use the site so we can improve it.
We do not use advertising or behavioral tracking cookies. If you prefer not to accept cookies, most browsers allow you to adjust your settings accordingly, though some site functionality may be affected.
7. Data Retention
LMN Tax Inc. retains client records for as long as reasonably necessary to provide services, comply with legal and regulatory requirements, meet professional obligations, resolve disputes, and enforce our agreements. Tax and financial records are typically retained for a period consistent with applicable IRS and state recordkeeping standards.
When records are no longer needed, we take reasonable steps to dispose of them securely.
8. Your Choices and Requests
You may contact LMN Tax Inc. at any time to:
- Update your contact information
- Ask questions about how your information is being handled
- Request copies of documents that are part of your client deliverables
- Discuss your communication preferences
Please be aware that even if you request changes, we may still be required to retain certain records for legal, tax, regulatory, or professional compliance purposes. We will let you know if that applies to your request.
9. Children's Privacy
This website is not directed to children under 13 years of age. LMN Tax Inc. does not knowingly collect personal information directly from children through this site. If you believe a child has submitted personal information to us through the site, please contact us so we can address it.
10. Policy Updates
LMN Tax Inc. may update this Privacy Policy from time to time to reflect changes in our practices or applicable requirements. When we do, we will post the revised version on this page with an updated effective date. We encourage you to review this page periodically. Continued use of our services after a revision constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or how LMN Tax Inc. handles your information, please contact us:
- LMN Tax Inc.
- 10432 Balls Ford Rd, Suite 300, Manassas, VA 20109
- Phone: (571) 326-7900
- Email: info@lmntax.com