PRIVACY POLICY
Legal Information
Lakeline tax and bookkeeping services privacy policy.
Last updated: September 20, 2022
This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You
about Your privacy rights and how the law protects You.
We use Your Personal data to provide and improve the Service. By using theService, You agree to the collection and use of information in accordance with
this Privacy Policy.
Interpretation and Definitions
Interpretation
The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same
meaning regardless of whether they appear in singular or in plural.
Definitions
For the purposes of this Privacy Policy:
* Account means a unique account created for You to access our Service orparts of our Service.
* Company (referred to as either “the Company”, “We”, “Us” or “Our” in thisAgreement) refers to Lakeline Tax & Bookkeeping Services Inc, 2521 Long
Lasso Pass, Leander, Tx 78641.
* Cookies are small files that are placed on Your computer, mobile device or any other device by a website, containing the details of Your browsing
history on that website among its many uses.
* Country refers to: United States
* Device means any device that can access the Service such as a computer, laptop, cellphone, smart phone, smart watches, mobile, ipad, digital tablet, media players, gaming consoles, IOT, internet-connected toys, amazon dot/echo, google home, samsung galaxy home, smart tvs, vehicles etc.
* Personal Data is any information that relates to an identified or identifiable individual.
* Service refers to the Website and Social media sites.
* Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, to provide the Service on behalf of the Company, to perform services related to the
Service or to assist the Company in analyzing how the Service is used.
* Usage Data refers to data collected automatically, either generated by theuse of the Service or from the Service infrastructure itself (for example,
the duration of a page visit).
* Website refers to Lakeline tax, accessible from [www.lakelinetax.com](www.lakelinetax.com) and releated social media sites of Lakeline tax.
* You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or
using the Service, as applicable.
This privacy policy applies to personal information and data collected at of any kind or nature whatsoever provided by you or in
connection with or in relation to www.lakelinetax.com and also to personal information and data of any kind or nature whatsoever provided by you or collected by Lakeline Tax and Bookkeeping services (“Lakeline tax”) or others for or in connection with or in relation to
any of its services, free trials, marketing, and any and all other products and services it offers on its own or
may offer on behalf of or through or integrated with third parties (all such products, services and activities collectively the “Services”)
in relation to all formats and mediums including at additional websites or applications that may not be listed here.
This privacy policy also applies to all personal information and data you provide to Lakeline Tax of any kind or nature, for any reason.
Lakeline Tax is committed to protecting the privacy of users of the Services.
Lakeline Tax does however gather certain types of information about the users of the Services and provides third parties with your
personal information and data for business purposes and wants users to fully understand the terms and conditions surrounding the use of the
information we collect and provide to third parties.
The following discloses our information gathering and dissemination practices for the Services.
Protecting your private information is our priority. This Statement of Privacy applies to https://www.lakelinetax.com/, and Lakeline Tax & Bookkeeping Services Inc and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Lakeline Tax & Bookkeeping Services Inc include https://www.lakelinetax.com/. The Lakeline Tax & Bookkeeping Services Inc website is a Tax preparation and bookkeeping services site. By using the Lakeline Tax & Bookkeeping Services Inc website, you consent to the data practices described in this statement.
Collecting and Using Your Personal Data
Types of Data Collected
Personal Data
While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You.
Personally identifiable information may include, but is not limited to:
* Email address
* First name and last name
* Phone number
* Address, State, Province, ZIP/Postal code, City
* Usage Data
Usage Data
Usage Data is collected automatically when using the Service.
Usage Data may include information such as Your Device’s Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our
Service that You visit, the time and date of Your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
When You access the Service by or through a mobile device, We may collect certain information automatically, including, but not limited to, the type of
mobile device You use, Your mobile device unique ID, the IP address of Your mobile device, Your mobile operating system, the type of mobile Internet
browser You use, unique device identifiers and other diagnostic data.
We may also collect information that Your browser sends whenever You visit our Service or when You access the Service by or through a mobile device.
Lakeline Tax may also collect anonymous demographic information, which is not unique to you, such as your:
– Age
– Gender
We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.
Use of your Personal Information
The Company may use Personal Data for the following purposes:
* To provide and maintain our Service , including to monitor the usage of our Service.
* To manage Your Account: to manage Your registration as a user of the Service. The Personal Data You provide can give You access to different
functionalities of the Service that are available to You as a registered user.
* For the performance of a contract: the development, compliance and undertaking of the purchase contract for the products, items or services
You have purchased or of any other contract with Us through the Service.
* To contact You: To contact You by email, telephone calls, SMS, or other equivalent forms of electronic communication, such as a mobile
application’s push notifications regarding updates or informative communications related to the functionalities, products or contracted
services, including the security updates, when necessary or reasonable for their implementation.
* To provide You with tax news, and general information about financial services and events which we offer that are similar to those
that you have already purchased or enquired or requested.
* To manage Your requests: To attend and manage Your requests to Us.
* For business transfers: We may use Your information to evaluate or conduct a IRS tax resolution, IRS audit representation, debt settlement, penalties, fines, liens, levies, offer in compromise, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which Personal Data held by Us about our Service users is among the assets
transferred.
* For other purposes : We may use Your information for other purposes, such as data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns and to evaluate and improve our Service, products, services, marketing and your experience.
We may share Your personal information in the following situations:
* With Service Providers: We may share Your personal information with Service Providers to monitor and analyze the use of our Service, to contact You.
* For business transfers: We may share or transfer Your personal information in connection with, or during negotiations of, any merger, sale of Company
assets, financing, or acquisition of all or a portion of Our business to another company.
* With Affiliates: We may share Your information with Our affiliates, in which case we will require those affiliates to honor this Privacy Policy.
Affiliates include Our parent company and any other subsidiaries, joint venture partners or other companies that We control or that are under
common control with Us.
* With business partners: We may share Your information with Our business partners to offer You certain products, services or promotions.
* With other users: when You share personal information or otherwise interact in the public areas with other users, such information may be
viewed by all users and may be publicly distributed outside.
* With Your consent : We may disclose Your personal information for any other purpose with Your consent.
Automatically Collected Information
Information about your computer hardware and software may be automatically collected by Lakeline Tax. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Lakeline Tax website.
Tracking Technologies and Cookies
We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information. Tracking technologies used are beacons,
tags, and scripts to collect and track information and to improve and analyze Our Service. The technologies We use may include:
* Cookies or Browser Cookies.
A cookie is a small file placed on Your Device. You can instruct Your browser to refuse all Cookies or to indicate when a Cookie is being sent. However, if You do not accept Cookies, You may not be able to use some parts of our Service. Unless you have adjusted Your browser setting so that it will refuse Cookies, our Service may use Cookies.
* Web Beacons. Certain sections of our Service and our emails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit the Company, for example, to count users who have visited those pages or opened an email and for other related website statistics (for example, recording the popularity of a certain section and verifying system and server integrity).
Cookies can be “Persistent” or “Session” Cookies. Persistent Cookies remain on Your personal computer or mobile device when You go offline, while Session
Cookies are deleted as soon as You close Your web browser. You can learn more about cookies on [TermsFeed website](https://www.termsfeed.com/blog/cookies/#What_Are_Cookies) article.
We use both Session and Persistent Cookies for the purposes set out below:
* Necessary / Essential Cookies
Type: Session Cookies
Administered by: Us
Purpose: These Cookies are essential to provide You with services available through the Website and to enable You to use some of its features. They help to authenticate users and prevent fraudulent use of user accounts. Without these Cookies, the services that You have asked for cannot be provided, and We only use these Cookies to provide You with those services.
* Cookies Policy / Notice Acceptance Cookies
Type: Persistent Cookies
Administered by: Us
Purpose: These Cookies identify if users have accepted the use of cookies on the Website.
* Functionality Cookies
Type: Persistent Cookies
Administered by: Us
Purpose: These Cookies allow us to remember choices You make when You use the Website, such as remembering your login details or language preference. The purpose of these Cookies is to provide You with a more personal experience and to avoid You having to re-enter your preferences every time You use the Website.
For more information about the cookies we use and your choices regarding cookies, please visit our Cookies Policy or the Cookies section of our Privacy
Policy.
You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the Lakeline Tax services or websites you visit.
Security of your Personal Information
Lakeline Tax secures your personal information from unauthorized access, use, or disclosure. Lakeline Tax uses the following methods for this purpose:
– SSL Protocol
When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.
We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed.
Retention of Your Personal Data
The Company will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable
laws), resolve disputes, and enforce our legal agreements and policies.
The Company will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data
is used to strengthen the security or to improve the functionality of Our Service, or We are legally obligated to retain this data for longer time periods.
Transfer of Your Personal Data
Your information, including Personal Data, is processed at the Company’s operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to — and maintained on — computers located outside of Your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from Your jurisdiction.
Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer.
Delete Your Personal Data
You have the right to delete or request that We assist in deleting the Personal Data that We have collected about You.
Our Service may give You the ability to delete certain information about You from within the Service.
You may update, amend, or delete Your information at any time by signing in to Your Account, if you have one, and visiting the account settings section that
allows you to manage Your personal information. You may also contact Us to request access to, correct, or delete any personal information that You have
provided to Us.
Please note, however, that We may need to retain certain information when we have a legal obligation or lawful basis to do so.
Disclosure of Your Personal Data
Business Transactions
If the Company is involved in a merger, acquisition or asset sale, Your Personal Data may be transferred. We will provide notice before Your Personal
Data is transferred and becomes subject to a different Privacy Policy.
Law enforcement
Under certain circumstances, the Company may be required to disclose Your Personal Data if required to do so by law or in response to valid requests by
public authorities (e.g. a court or a government agency).
Other legal requirements
The Company may disclose Your Personal Data in the good faith belief that such action is necessary to:
* Comply with a legal obligation
* Protect and defend the rights or property of the Company
* Prevent or investigate possible wrongdoing in connection with the Service
* Protect the personal safety of Users of the Service or the public
* Protect against legal liability
Security of Your Personal Data
The security of Your Personal Data is important to Us, but remember that no method of transmission over the Internet, or method of electronic storage is
100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.
Children’s Privacy
Our Service does not address anyone under the age of 13. We do not knowingly collect personally identifiable information from anyone under the age of 13.
If You are a parent or guardian and You are aware that Your child has provided Us with Personal Data, please contact Us. If We become aware that We have
collected Personal Data from anyone under the age of 13 without verification of parental consent, We take steps to remove that information from Our
servers.
If We need to rely on consent as a legal basis for processing Your information and Your country requires consent from a parent, We may require Your parent’s
consent before We collect and use that information.
Links to Other Websites
Our Service may contain links to other websites that are not operated by Us. If You click on a third party link, You will be directed to that third party’s
site. We strongly advise You to review the Privacy Policy of every site You visit.
We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.
Lakeline tax and bookkeeping services uses multiple third-party software products and solutions used under license and may have used these names at several places on its website, including (but not limited to) –
QuickBooks® – QuickBooks is a registered trademark of Intuit Inc.
ProSeries® – ProSeries is a registered trademark of Intuit Inc.
AWS® – AWS is a registered trademark of Amazon Technologies, Inc.
Intuit® – Intuit is a registered trademark of Intuit Inc.
Microsoft® – Microsoft is a registered trademark of Microsoft Corporation.
TaxDome® – Taxdome is a registered trademark of Taxdome, Inc.
Stripe – Stripe is a registered trademark of Stripe Inc.
Zelle – Zelle is a registered trademark of Early Warning Services, LLC.
E-mail Communications
From time to time, Lakeline Tax may contact you via phone or email for the purpose of providing tax information, changes to tax laws, financial services, federal announcements, alerts, confirmations, surveys, and/or other general communication. In order to improve our Services, we may receive a notification when you open an email from Lakeline Tax or click on a link therein.
External Data Storage Sites
We may store your data on servers provided by third party hosting vendors with whom we have contracted.
Changes to this Statement
Lakeline Tax reserves the right to change this Privacy Policy from time to time. We will try to notify you about significant changes in the way we treat personal information by sending a notice or email. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page. Your continued use of the website and/or Services available after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.
Contact Information
If you have any questions about this Privacy Policy, You can contact us:
* By email: contact@lakelinetax.com
* By visiting this page on our website:
www.lakelinetax.com
* By phone number: 5123358037
* By mail: 2521 Long Lasso Pass, Leander Tx 78641