Privacy Policy
Lanzillo Tax Services ("we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, contact us, or use our bookkeeping and tax services.
Information We Collect
- Contact information you provide, such as your name, phone number, email address, and business name, when you fill out a form, call us, or text us.
- Service information you share with us in the course of an engagement, such as financial records needed to perform bookkeeping and tax services.
- Website usage data such as pages visited and general analytics, collected through standard web technologies.
How We Use Your Information
- To respond to inquiries and schedule consultations.
- To provide bookkeeping, tax preparation, payroll, and related services.
- To send appointment reminders and service communications, including by SMS if you have provided your phone number and consent.
- To comply with legal and professional obligations.
SMS/Text Messaging
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use-case categories exclude text messaging originator opt-in data and consent; this information will not be shared with, or sold to, any third parties.
- By providing your phone number, you consent to receive text messages from Lanzillo Tax Services related to your inquiry or services.
- Message frequency varies. Message and data rates may apply.
- Reply STOP at any time to opt out of text messages. Reply HELP for assistance.
How We Share Information
We do not sell your personal information. We may share information only with service providers who help us operate our business (such as scheduling and communication platforms), when required by law, or with your explicit consent. Client financial information is handled confidentially in accordance with applicable professional standards.
Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is 100% secure, but we work to protect your data consistent with industry practices.
Data Retention
We retain personal and engagement information for as long as needed to provide services and to meet legal, tax, and professional record-keeping requirements.
Your Choices
- You may opt out of text messages at any time by replying STOP.
- You may unsubscribe from marketing emails using the link in any such email.
- You may request access to, correction of, or deletion of your personal information by contacting us using the details below, subject to legal record-keeping obligations.
Children's Privacy
Our website and services are not directed to children under 13, and we do not knowingly collect information from them.
Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision.
Contact Us
Lanzillo Tax Services
123 Main Street, Your City, ST 00000
Phone: (555) 555-5555
Email: [email protected]