Privacy Policy for Lindi Tax & Bookkeeping Services

Effective Date: November 7, 2024

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Introduction
Lindi Tax & Bookkeeping Services (“we,” “our,” or “us”) is committed to protecting your privacy and ensuring the security of your personal information. This privacy policy outlines how we collect, use, share, and safeguard your personal information when you use our services, website, and other platforms. By accessing our services, you agree to the terms of this privacy policy.

1. Information We Collect
We collect personal information necessary to provide our tax and bookkeeping services. This may include, but is not limited to:

• Contact Information: name, address, phone number, and email address

• Financial Information: tax records, financial statements, bank account details, and other financial documents

• Identification Information: Social Security numbers, tax identification numbers, and government-issued IDs

2. How We Use Your Information
The information we collect is used exclusively to provide you with accurate and reliable tax and bookkeeping services. Specifically, we may use your information to:

• Prepare and file tax documents

• Maintain accurate bookkeeping records

• Communicate with you regarding your tax and bookkeeping needs

• Comply with legal and regulatory requirements

3. Data Protection and Security
We employ robust security measures to safeguard your information. All personal data is stored securely and is only accessible to authorized personnel. We use encryption, firewalls, and secure servers to protect against unauthorized access, disclosure, or destruction of your personal information.

4. Information Sharing and Disclosure
Lindi Tax & Bookkeeping Services does not sell, rent, or share your personal information with third parties for marketing or lead generation purposes. Your information is only shared under the following circumstances:

• With your explicit consent, for specific purposes related to our services

• To comply with legal requirements, such as court orders or regulatory demands

• With trust service providers who assist us in delivering our services, provided they agree to adhere to our data protection standards

5. Your Rights and Choices
You have the right to:

• Access your personal information and request corrections if there are inaccuracies

• Withdraw your consent for specific data uses at any time

• Request the deletion of your information, subject to legal or regulatory retention requirements

To exercise these rights, please contact us at info@linditax.com or 415-359-0322.

6. Consent for SMS Communication
With your permission, we may use SMS to send updates related to our services. You may opt out of SMS communication at any time by replying STOP. For additional help, reply HELP to any message.

7. Changes to This Privacy Policy
We may update this privacy policy periodically to reflect changes in our practices or regulatory requirements. Any updates will be posted on our website, with the effective date clearly stated. We encourage you to review this policy regularly to stay informed about how we protect your information.

8. Contact Us
If you have any questions or concerns regarding this privacy policy or our handling of your personal information, please contact us at:

Lindi Tax & Bookkeeping Services
Phone: 415-359-0322
Email: info@linditax.com