Effective Date:
17 Dec 2024
At LGM & Companies("we," "our," or "us"), we are committed to protecting your privacy and ensuring that your personal and financial information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, and protect your information when you engage with our tax and financial services ("Services").
By using our Services, you agree to the collection and use of information in accordance with this policy. Please read this Privacy Policy carefully.
We collect personal, financial, and other relevant data necessary to provide our Services. The types of information we may collect include:
NameContact information (e.g., email address, phone number, mailing address)Date of birthSocial Security Number (SSN) or Taxpayer Identification Number (TIN)Employment and income detailsMarital status, dependents, and household information
Bank account and financial institution detailsCredit history and credit scoresTax returns and related documentsInvestment and retirement account informationTax deductions, credits, and exemptions
Identifiers such as IP address and device information when you visit our website or use our online services.Communication and correspondence with us, including through email, phone, or chat.
We use the information we collect for the following purposes:
To prepare and file tax returns, provide financial planning advice, or perform other related services. To help us understand your financial situation and provide customised recommendations or solutions.
To enhance and improve our services, including offering personalised content, advice, or suggestions based on your needs.
To contact you regarding your account, services, invoices, or any updates related to your engagement with us. To respond to inquiries or customer support requests.
To comply with applicable tax laws, financial regulations, and legal requirements (such as IRS regulations or other government agencies).To detect, prevent, or investigate security breaches, fraud, or violations of our terms and conditions.
We take the security of your personal and financial information seriously. We implement a variety of technical, administrative, and physical safeguards to protect your information from unauthorised access, loss, or alteration. These measures include:
Encryption: We use industry-standard encryption technologies to protect sensitive data, such as personal and financial information, when transmitted over the internet.Access Control: Only authorised personnel have access to your information, and we limit access to those who need it to perform the Services. Secure Storage: Your data is stored in secure systems, and we follow appropriate retention policies to ensure information is kept only for as long as necessary.
Despite these efforts, no method of data transmission or storage is completely secure, and we cannot guarantee the absolute security of your information.
We will not sell, rent, or lease your personal or financial information to third parties. However, we may share your information under the following circumstances:
We may share your information with third-party service providers who assist us in providing our Services, such as:
Cloud storage and data management providersPayment processors for billing and invoicing purposesTax software providers or third-party agencies for filing taxes
These service providers are obligated to protect your data and use it solely for the purpose of providing services to us.
We may disclose your personal information when required by law or regulation, or if we believe such action is necessary to:
Comply with legal obligations (e.g., tax reporting, IRS requests)Protect the rights, property, or safety of [Your Business Name], our clients, or othersRespond to a subpoena, court order, or other legal process
In the event of a merger, acquisition, or sale of assets, your personal and financial information may be transferred as part of the transaction. In such cases, we will notify you and ensure that your data continues to be protected.
As a client, you have the following rights regarding your personal information:
You may request access to the personal information we have collected about you and ask that it be corrected if it is inaccurate or incomplete. Please contact us at the provided contact information to make such requests.
You may request the deletion of your personal and financial information, subject to our legal obligations (e.g., tax record retention requirements). We will respond to your request in accordance with applicable laws and regulations.
You may opt out of receiving marketing emails from us by following the unsubscribe instructions included in the email or by contacting us directly.
Where we rely on your consent to process your data, you may withdraw that consent at any time by contacting us. However, this will not affect the legality of any processing we conducted prior to your withdrawal.
We retain your personal and financial information for as long as necessary to fulfil the purposes outlined in this Privacy Policy, or as required by law or regulation. For tax-related services, we may retain your information for a period of at least [Insert number of years] years, in accordance with applicable tax laws and record retention policies.
We use cookies and other tracking technologies (such as web beacons or pixel tags) to improve our website’s functionality, analyze website traffic, and provide a personalized experience. These technologies help us understand how visitors use our website and enable certain features, such as:
Analytics: To monitor usage and improve website performance.Preferences: To remember your preferences and settings.
You can control cookie settings through your browser, including blocking or deleting cookies. However, if you disable cookies, some features of our website or Services may not function properly.
Our website may contain links to third-party websites, services, or social media platforms. This Privacy Policy does not apply to any third-party websites, and we are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of those third-party sites before providing any personal information.
We may update this Privacy Policy from time to time. Any changes will be posted on our website, and the revised policy will be effective as of the date indicated. We encourage you to review this Privacy Policy periodically for any updates or changes.
If you have any questions or concerns about this Privacy Policy, or if you wish to exercise any of your rights regarding your personal information, please contact us at:
LGM & Companies
14359 Miramar Parkway #248 Miramar, FL. 33027
954-516-7222
Lori@lorigmartin.comlorigmartin.com