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Privacy Policy

Privacy Policy

Effective Date: 6/1/24

1. Introduction

Lou’s Tax & Bookkeeping Service is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage our tax and bookkeeping services.

2. Information We Collect

We may collect the following types of information:

  • Personal Identification Information: Name, address, email address, phone number, Social Security number (SSN), and other personally identifiable information.
  • Financial Information: Tax returns, income statements, bank account details, investment information, and other financial documents.
  • Technical Information: Information about your use of our services, including IP address, browser type, access times, and referring website addresses.

3. How We Collect Information

We collect information in various ways, including:

  • Directly from you when you provide it to us.
  • Through your use of our services.
  • From third parties, such as financial institutions, employers, and government agencies.

4. Use of Your Information

We use the collected information for the following purposes:

  • To provide and manage our tax and bookkeeping services.
  • To communicate with you regarding your account and our services.
  • To process transactions and send you related information.
  • To comply with legal and regulatory requirements.
  • To improve our services and customer experience.

5. Sharing Your Information

We may share your information in the following circumstances:

  • With Your Consent: We may share your information with third parties when we have your explicit consent to do so.​
  • Service Providers: We may share your information with third-party service providers who perform services on our behalf, such as software providers, data storage providers, and payment processors.
  • Legal Requirements: We may disclose your information to comply with applicable laws, regulations, legal processes, or governmental requests.
  • Protection of Rights: We may disclose your information to protect our rights, privacy, safety, or property, and that of our clients and affiliates.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.

All the above categories exclude text messaging originator opt-in data and consent; this information

will not be shared with any third parties.

6. Data Security

We implement a variety of security measures to maintain the safety of your personal and financial information. These measures include:

  • Encryption of sensitive data
  • Access controls to ensure that only authorized personnel can access your information.
  • Regular security audits and updates.

7. Data Retention

We retain your personal and financial information for as long as necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory requirements.

8. Your Rights

You have the following rights regarding your information:

  • Access and Correction: You have the right to access and correct your personal information.

  • Deletion: You have the right to request the deletion of your personal information, subject to legal and contractual obligations.

  • Opt-Out: You may opt out of receiving marketing communications from us by following the unsubscribe instructions provided in those communications.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website and updating the effective date.

10. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at: Lou’s Tax & Bookkeeping, 240 N Citrus Ave.,Covina, CA 91723 (626)339-0442


General Contact Info:

Lou's Income Tax Service

  • 240 North Citrus Avenue
  • Covina, CA 91723

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