top of page

Privacy Policy

1. Information We Collect

We may collect the following types of information when you visit our website or use our services:

Information You Provide

  • Name

  • Email address

  • Phone number

  • Tax‑related details you choose to share through forms or consultations.

Automatically Collected Information

When you visit our website, certain data may be collected automatically, such as:

  • IP address

  • Browser type

  • Device information

  • Pages viewed and time spent on the site

This information helps us improve our website and user experience.

2. How We Use Your Information

We use your information to:

  • Provide tax preparation and advisory services

  • Respond to inquiries and customer support requests

  • Improve our website and services

  • Send updates, reminders, or important notices related to your account or tax services

  • Maintain security and prevent fraud

We do not sell your personal information.

3. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, disclosure, or misuse. While no system is 100% secure, we take privacy and data protection seriously.

4. Sharing Your Information

We may share your information only in the following situations:

  • With trusted service providers who help us operate our business (e.g., secure document storage, scheduling tools)

  • When required by law, court order, or government request

  • To protect our legal rights or prevent fraud

We do not share your information with third parties for marketing purposes.

5. Cookies and Tracking Technologies

Our website may use cookies or similar tools to:

  • Improve website performance

  • Analyze site traffic

  • Remember your preferences

You can adjust your browser settings to block cookies if you prefer.

6. Your Choices and Rights

Depending on your location, you may have the right to:

  • Access the personal information we hold about you

  • Request corrections

  • Request deletion of your information

  • Opt out of marketing communications

To make a request, contact us using the information below.

7. Third‑Party Links

Our website may contain links to external websites. We are not responsible for the privacy practices or content of those third‑party sites.

8. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a new “Last Updated” date.

9. Contact Us

If you have questions about this Privacy Policy or how your information is handled, you can contact us at:

Legacy Health Tax Email: [legacyhealthtaxadvisory@Gmail.com

bottom of page