Privacy Policy

Last Updated: July 1, 2026

Lakefront Tax & Advisory LLC ("Lakefront Tax & Advisory," "Company," "we," "our," or "us") is committed to protecting your privacy and maintaining the confidentiality of the information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, contact us, or use our tax, accounting, bookkeeping, payroll, advisory, and consulting services.

By using our website, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect information in the following ways:

Personal Information

You may voluntarily provide information such as:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Business name and business information

  • Tax and financial information necessary to provide our services

  • Information submitted through contact forms, appointment requests, or client questionnaires

  • Billing and payment information

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

  • IP address

  • Browser type

  • Device information

  • Operating system

  • Pages visited

  • Date and time of your visit

  • Referring website

  • Website usage statistics

This information helps us improve our website and better understand how visitors use our services.

2. How We Use Your Information

We use your information to:

  • Provide tax preparation, accounting, bookkeeping, payroll, advisory, and consulting services

  • Respond to inquiries and schedule consultations

  • Communicate regarding your account or requested services

  • Process invoices and payments

  • Improve our website and client experience

  • Send newsletters or educational updates if you choose to receive them

  • Comply with legal, regulatory, ethical, and professional obligations

  • Protect against fraud, unauthorized access, or other unlawful activity

3. How We Share Information

We respect your privacy and do not sell, rent, or trade your personal information.

We may share your information only when necessary with:

  • Trusted third-party service providers who assist with website hosting, secure document sharing, payment processing, scheduling, cloud storage, email communications, or other business operations

  • Government agencies or regulatory authorities when required by law

  • Professional advisors such as attorneys or accountants when appropriate

  • Other parties with your authorization or consent

All service providers are expected to maintain appropriate safeguards for your information.

4. Cookies and Analytics

Our website may use cookies and similar technologies to:

  • Improve website performance

  • Remember user preferences

  • Analyze website traffic

  • Enhance the overall user experience

You may disable cookies through your browser settings. However, some features of our website may not function properly.

5. Data Security

Protecting your information is important to us.

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.

While we strive to protect your information, no method of transmitting or storing electronic data is completely secure. Therefore, we cannot guarantee absolute security.

6. Data Retention

We retain personal information only as long as necessary to:

  • Provide requested services

  • Comply with applicable laws and regulations

  • Meet professional record retention requirements

  • Resolve disputes and enforce our agreements

7. Your Privacy Rights

Depending on your state or country of residence, you may have certain privacy rights, including the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion of personal information where permitted by law

  • Opt out of marketing communications

  • Request information regarding how your data is used

Please note that certain tax and financial records must be retained to comply with legal and regulatory requirements.

8. Third-Party Websites

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, security, or content of those websites. We encourage you to review their privacy policies before providing personal information.

9. Children's Privacy

Our website and services are intended for adults and businesses. We do not knowingly collect personal information from children under the age of 13.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements.

Any updates will be posted on this page with a revised "Last Updated" date. Your continued use of our website after changes become effective constitutes your acceptance of the updated Privacy Policy.

11. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us:

Lakefront Tax & Advisory LLC

Email: bmayalopez@lakefronttax.com

Professional Standards

As a tax and accounting firm, Lakefront Tax & Advisory LLC is committed to maintaining the confidentiality of client information in accordance with applicable federal and state laws, including Internal Revenue Service regulations governing tax return information. Client information is handled with the highest level of professional care and used only as necessary to provide the services you request or as otherwise required by law.