Your privacy, our priority
At Lighthouse Tax Services, we understand the critical importance of protecting your personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you use our services or visit our website. We are committed to transparency and ensuring your trust.
Information we collect
To provide exceptional tax planning, bookkeeping, and payroll services, Lighthouse Tax Services collects necessary personal and financial information. This may include, but is not limited to, your name, address, email address, phone number, Social Security Number (SSN) or Taxpayer Identification Number (TIN), income details, expense records, bank account information, investment details, and other financial records. We also collect information you voluntarily provide through our website, such as contact details when scheduling appointments or making inquiries. For website visitors, we may collect non-personally identifiable information like IP addresses, browser types, and usage patterns to improve our online experience.
Why we collect your information
The information we collect is essential for delivering accurate and compliant financial services. We use your data to: prepare and file tax returns, provide expert tax planning advice, manage your financial records through bookkeeping services, process payroll efficiently, communicate effectively regarding your services, and meet our legal and regulatory obligations as a tax preparation firm based in Boca Raton, Florida. Our goal is to leverage this information responsibly to help high-net-worth clients and small businesses achieve their financial goals.
By providing your phone number to Lighthouse Tax Services, you consent to receive text messages related to your tax services, including appointment reminders, document requests, and service notifications. Message and data rates may apply. Message frequency varies. You may opt out at any time by replying STOP or request help by replying HELP. We do not share, sell, or distribute your phone number to third parties for marketing purposes. We do not share, sell, or distribute your phone number or personal information to third parties for marketing or promotional purposes.
Securing your sensitive data
Lighthouse Tax Services employs robust security measures to protect your sensitive financial details. We utilize industry-standard encryption for data in transit and at rest, secure servers, multi-factor authentication, and strict access controls, ensuring only authorized personnel like Lucy Younan, CPA, can access your information. All employees are trained in data privacy best practices and bound by confidentiality agreements. We do not sell or rent your personal information to third parties. Information is only shared when absolutely necessary to provide our services, such as with the IRS or state tax authorities for filing purposes, or with your explicit consent for specific third-party service providers, always under strict confidentiality agreements. Your trust is paramount to us.