1. Scope
This Privacy Policy explains how LRGTax collects, uses, discloses, and protects information when you visit lrgtax.com, contact LRGTax, book services, or authorize the LRGTax QuickBooks connection.
The LRGTax QuickBooks connection allows authorized clients to share QuickBooks Online company information with LRGTax through Intuit APIs for tax preparation, tax planning, bookkeeping review, and related professional services.
2. Information we collect
We may collect contact information, appointment details, business information, tax records, documents you provide, communications with us, and information needed to provide LRGTax services.
If you authorize a QuickBooks connection, we may collect QuickBooks Online company information available through the permissions you approve, such as company profile details, accounts, transactions, reports, customers, vendors, invoices, bills, payments, and related accounting data.
We may also collect limited technical information, such as browser, device, log, and usage information, when you access our website or App pages.
3. How we use information
LRGTax uses information to provide tax preparation, tax planning, bookkeeping review, client support, appointment scheduling, recordkeeping, security, compliance, and related professional services.
QuickBooks data is used only for authorized LRGTax services, including reviewing books and records, preparing tax workpapers, identifying tax reporting information, and supporting client questions.
We do not sell QuickBooks data, tax records, or personal information.
4. How we share information
LRGTax may share information with service providers who support our operations, professional advisors, tax authorities or agencies when authorized or required, and other parties when you direct us to share information.
We may disclose information when necessary to comply with law, protect rights and security, respond to lawful requests, enforce agreements, or complete a business transaction involving LRGTax.
We do not share QuickBooks data with unrelated third parties for their advertising or marketing.
5. Intuit and QuickBooks
QuickBooks and Intuit services are provided by Intuit and governed by Intuit terms and privacy practices. LRGTax does not ask for your Intuit password. Authorization is handled through Intuit.
You can revoke the LRGTax QuickBooks connection through your Intuit account or by contacting LRGTax for assistance.
6. Security
LRGTax uses reasonable administrative, technical, and physical safeguards designed to protect client information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
Please contact us promptly if you believe information shared with LRGTax may have been accessed or used without authorization.
7. Retention
LRGTax retains information for as long as needed to provide services, maintain business and tax records, comply with legal and professional obligations, resolve disputes, and enforce agreements.
Disconnecting QuickBooks stops future authorized access but may not delete records already retained for tax, accounting, compliance, legal, or legitimate business purposes.
8. Your choices
You may contact LRGTax to request access, correction, deletion, or a copy of information, subject to legal, tax, accounting, security, and professional recordkeeping limitations.
California residents may have additional rights under California privacy laws. To exercise privacy rights, contact LRGTax using the information below.
9. Children
The LRGTax website and QuickBooks connection are intended for adults and business clients. We do not knowingly collect personal information from children under 13 through the App.
10. Updates
LRGTax may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised effective date.