Privacy & Terms
At LPW Financial Advisors, your privacy is important to us. As a trusted provider of accounting, tax, and financial advisory services, we are committed to safeguarding the personal and financial information you share with us.
Information We Collect
We may collect the following types of information when you engage our services or visit our website:
- Personal Information such as your name, address, phone number, and email.
- Financial Information including tax records, income details, business financials, and other documents necessary for providing our services.
- Technical Information such as IP addresses, browser type, and site usage patterns collected through cookies or analytics tools.
How We Use Your Information
We use the information we collect to:
- Prepare and file tax returns.
- Provide accounting, bookkeeping, and financial planning services.
- Respond to inquiries and communicate with you.
- Maintain compliance with legal, regulatory, and professional obligations.
- Improve our website and client experience.
How We Protect Your Information
We take security seriously. All client data is stored using secure systems and encryption methods where applicable. Access to sensitive data is restricted to authorized personnel only.
Sharing of Information
We do not sell or rent your personal information. We may share information only in the following limited circumstances:
- With your consent.
- With trusted service providers who assist in delivering our services (e.g., secure client portals, tax software).
- When required by law, regulation, or legal process.
Cookies and Website Tracking
Our website may use cookies or analytics tools to understand how visitors interact with the site. This helps us improve usability and performance. You may adjust your browser settings to limit or block cookies.
Your Rights
You may request access to, correction of, or deletion of your personal data that we maintain, subject to applicable legal and regulatory requirements.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us at:
LPW Financial Advisors
3100 Independence Dr. Suite 100
Birmingham, AL 35209
(205) 941-1130
contact@lpw-cpa.com