Privacy & Data Protection Overview

Safeguarding your data from unwanted is our top priority.
Updated 11/26/2024

General Statement

What is a privacy policy?

  Privacy Policies are agreements that specify what type of data a website collects from users and how that data will be used. Known as “personal information” or “personally identifiable information,” regulated data typically includes anything that can be used to identify an individual, and is not limited to a user’s name. Personal information may include a user’s address, date of birth, marital status, contact information, ID issue and expiration date, financial records, credit information, medical history, where one travels, and intentions to acquire goods and services, among others. 

            While no single federal law requires that websites have a Privacy Policy, the sum of federal and state legislation suggests that you should. Regulations vary by geographical region and jurisdiction as well as by subject matter so be sure to check local laws when drafting your Policy. Privacy Policies should be updated whenever a change occurs in the way a website collects or utilizes user information. 

Lifetime Tax Professionals & Financial Services Ltd. Co (the “Company”) is committed to maintaining robust privacy protections for its users. Our Privacy Policy (“Privacy Policy”) is designed to help you understand how we collect, use and safeguard the information you provide to us and to assist you in making informed decisions when using our Service. For purposes of this Agreement, “Site” refers to the Company’s website, which can be accessed at lifetimetaxprofessionals.com. “Service” refers to the Company’s services accessed via the Site, in which users can request appointments from the website and input general personal information. The terms “we,” “us,” and “our” refer to the Company. “You” refers to you, as a user of our Site or our Service.  By accessing our Site or our Service, you accept our Privacy Policy, and you consent to our collection, storage, use and disclosure of your Personal Information as described in this Privacy Policy.

Protecting Your Privacy: Understanding Form 7216

As part of our commitment to safeguarding your personal information, we are required by law to provide you with Form 7216 – Consent to Use and Disclosure of Tax Return Information. This form is an important part of our privacy policy, and it’s designed to ensure transparency about how your tax information is handled.

What Is Form 7216?
Form 7216 is a federal document that allows us to request your permission to use or share the information you provide when preparing your tax return. By signing this form, you authorize us to use your tax return data for specific purposes beyond the preparation and filing of your return.

Why Is This Important?
Federal law requires tax preparers to obtain your explicit consent before:

• Using Your Information for additional services, such as recommending financial products, offering other tax-related services, or providing you with helpful resources.

• Sharing Your Information with third parties, like software providers, financial institutions, or affiliated businesses, for approved purposes.

What Does This Mean for You?

• Informed Choice: Form 7216 ensures that you’re fully informed about how your data may be used or shared.

• Voluntary Consent: Signing the form is completely optional. You are not required to agree to the use or disclosure of your information beyond tax preparation, and your decision will not impact our ability to prepare and file your tax return.

• Enhanced Transparency: This form reflects our commitment to protecting your privacy and complying with federal regulations.

How We Use Your Information
We only use or share your tax return information with your consent and for purposes that benefit you, such as identifying opportunities to save on taxes or offering additional services that align with your financial goals.

Your Privacy, Your Choice
If you have any questions about Form 7216 or how we protect your information, please don’t hesitate to contact us. We’re here to provide clarity and peace of mind as we work together!

I. INFORMATION WE COLLECT

We collect “Non-Personal Information” and “Personal Information.” Non-Personal Information includes information that cannot be used to personally identify you, such as anonymous usage data, general demographic information we may collect, referring/exit pages and URLs, platform types, preferences you submit and preferences that are generated based on the data you submit and number of clicks. Personal Information includes your email, name, phone number, contact information, which you submit to us through the appointment request process at the Site. We also collect general information on our application called a “client intake“ needed via a third party submitted to your email an sent to our office to accurately prepare a general tax return and set appointments.

II. HOW WE USE & SHARE INFORMATION

Personal Information:
Except as otherwise stated in this Privacy Policy, we do not sell, trade, rent or otherwise share for marketing purposes your Personal Information with third parties without your consent. We do share Personal Information with vendors who are performing services for the Company, such as the servers for our email communications who are provided access to the user's email address for purposes of sending emails from us. Those vendors use your Personal Information only at our direction and in accordance with our Privacy Policy.
In general, the Personal Information you provide to us is used to help us communicate with you. For example, we use Personal Information to contact users in response to questions, solicit feedback from users, provide technical support, and inform users about promotional offers.

We may share Personal Information with outside parties if we have a good-faith belief that access, use, preservation or disclosure of the information is reasonably necessary to meet any applicable legal process or enforceable governmental request; to enforce applicable Terms of Service, including investigation of potential violations; address fraud, security or technical concerns; or to protect against harm to the rights, property, or safety of our users or the public as required or permitted by law.

Non-Personal Information:

In general, we use Non-Personal Information to help us improve the Service and customize the user experience. We also aggregate Non-Personal Information in order to track trends and analyze use patterns on the Site. This Privacy Policy does not limit in any way our use or disclosure of Non-Personal Information and we reserve the right to use and disclose such Non-Personal Information to our partners, advertisers and other third parties at our discretion.

In the event we undergo a business transaction such as a merger, acquisition by another company, or sale of all or a portion of our assets, your Personal Information may be among the assets transferred. You acknowledge and consent that such transfers may occur and are permitted by this Privacy Policy, and that any acquirer of our assets may continue to process your Personal Information as set forth in this Privacy Policy. If our information practices change at any time in the future, we will post the policy changes to the Site so that you may opt out of the new information practices. We suggest that you check the Site periodically if you are concerned about how your information is used.

III. HOW WE PROTECT INFORMATION

We implement security measures designed to protect your information from unauthorized access. Your account is protected by your account password and we urge you to take steps to keep your personal information safe by not disclosing your password and by logging out of your account after each use. We further protect your information from potential security breaches by implementing certain technological security measures including encryption, firewalls and secure socket layer technology via award winning security. However, these measures do not guarantee that your information will not be accessed, disclosed, altered or destroyed by breach of such firewalls and secure server software. By using our Service, you acknowledge that you understand and agree to assume these risks. We have complied with federal and state data protection laws and regulations by having a data protection plan implemented. We use multi-factor authentication for all third party software and partners. We use a virtual private network to protect and monitor our network online services.

IV. YOUR RIGHTS REGARDING THE USE OF YOUR PERSONAL INFORMATION

You have the right at any time to prevent us from contacting you for marketing purposes.  When we send a promotional communication to a user, the user can opt out of further promotional communications by following the unsubscribe instructions provided in each promotional email. 

V. LINKS TO OTHER WEBSITES

As part of the Service, we may provide links to or compatibility with other websites or applications. However, we are not responsible for the privacy practices employed by those websites or the information or content they contain. This Privacy Policy applies solely to information collected by us through the Site and the Service. Therefore, this Privacy Policy does not apply to your use of a third-party website accessed by selecting a link on our Site or via our Service. To the extent that you access or use the Service through or on another website or application, then the privacy policy of that other website or application will apply to your access or use of that site or application. We encourage our users to read the privacy statements of other websites before proceeding to use them.

VI. CHANGES TO OUR PRIVACY POLICY

The Company reserves the right to change this policy and our Terms of Service at any time. We will notify you of significant changes to our Privacy Policy by sending a notice to the primary email address specified in your account or by placing a prominent notice on our site. Significant changes will go into effect 30 days following such notification. Non-material changes or clarifications will take effect immediately. You should periodically check the Site and this privacy page for updates.

Third Party Notice & PDF Copy

Ask for a pdf copy!

This privacy notice does not apply to products or services offered by Refundo Bank and any other third party we use as assistance with engaging in service and processing of any applications for you, which has its own policies. You should carefully read the privacy policies and any terms and conditions applicable to such products or services.