Effective Date: 12/27/2024

Legacy financial advisor network and Accounting Services (“we,” “us,” or “our”) is committed to protecting the privacy of our clients and safeguarding the personal information you share with us. This Privacy Policy outlines how we collect, use, store, and protect your data, including information submitted via text or email, and ensures your information remains confidential.

1. Information We Collect

We may collect the following types of information from you:

• Personal Identification Information: Name, address, phone number, email address, Social Security Number, or Tax Identification Number.
• Financial Information: Bank account details, tax records, bookkeeping documents, payroll data, and other financial records required for our services.
• Mobile Data: Information submitted via text messages, emails, or other mobile communications.
• Other Information: Details you voluntarily provide to us related to your tax or accounting needs.

2. How We Use Your Information

The information we collect is used solely to provide and improve our services. Specifically, we use your data to:

• Prepare and file your tax returns.
• Manage bookkeeping, payroll, and other financial services.
• Communicate with you regarding your account or service updates.
• Comply with legal and regulatory obligations.

3. Protection of Your Information

We implement robust security measures to protect your personal data, including:

• Data Encryption: Sensitive information is encrypted during transmission and storage.
• Secure Access Controls: Access to client data is restricted to authorized personnel only.
• Regular Audits: We periodically review our security practices to ensure compliance with industry standards.

4. Mobile and Email Data

All information submitted to us via text message, email, or other mobile communications will remain confidential and will not be shared, sold, or disclosed to third parties without your explicit consent, except as required by law.

5. Sharing of Information

We do not sell, trade, or otherwise transfer your personal information to outside parties. We may share your data only in the following circumstances:

• With trusted third-party service providers who assist in delivering our services (e.g., software providers), and only under strict confidentiality agreements.
• To comply with legal obligations, court orders, or government requests.

6. Data Retention

We retain your information only as long as necessary to provide our services or comply with legal obligations. Once no longer needed, we securely dispose of your data.

7. Your Rights

You have the right to:

• Access and review the personal information we hold about you.
• Request corrections to inaccurate or incomplete data.
• Request deletion of your personal data, subject to legal and contractual obligations.

8. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. Any updates will be communicated to you and posted on our website.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or how your data is handled, please contact us:

Legacy financial advisor network and Accounting Services
70 Macon Street

McDonough GA 30253

(770) 703-5816

info@Lfanfinancial.com

We are dedicated to maintaining the privacy and security of your personal and financial information. Your trust is our priority.