Privacy Policy

Last Updated: September 29, 2025

Lake Tax and Advisory Group (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, billing information, and business details that you voluntarily provide through forms, scheduling, or service requests.

Non-Personal Information: Device details, browser type, IP address, and general website usage data collected through cookies, analytics, or similar technologies.

2. How We Use Your Information

Your information may be used to:

Provide and improve our services

Respond to inquiries, consultations, or client requests

Process payments and manage client accounts

Share newsletters, educational resources, or promotional content (with your consent)

Ensure compliance with legal and regulatory obligations

3. Sharing of Information

We do not sell or rent your personal information. We may share data with:

Trusted service providers (e.g., payment processors, scheduling platforms, email providers) who assist in delivering our services

Legal authorities when required to comply with applicable laws

Affiliates or partners, only with your prior consent

4. Cookies & Tracking

We use cookies and similar technologies to enhance user experience and track site performance. You may disable cookies in your browser settings, though some features of the site may not function properly.

5. Data Security

We take reasonable administrative, technical, and physical measures to protect your data. However, no method of data storage or transmission is 100% secure, and we cannot guarantee absolute security.

6. Your Privacy Rights

Depending on your location, you may have rights to:

Access, correct, or delete your personal data

Opt out of marketing emails at any time

Restrict or object to the processing of your data

To exercise these rights, please contact us at 📧 [email protected].

7. Third-Party Links

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

8. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated “Last Updated” date.

9. Contact Us

For questions about this Privacy Policy or how we handle your data, please contact us at:
[email protected]
Lake Tax and Advisory Group