Privacy Policy

LeBeau & Associates is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, and safeguard information when you interact with our firm, including through our website and professional services.

Information We Collect

We may collect personal information including, but not limited to:

• Name
• Address
• Phone number
• Email address
• Financial and tax-related information
• Business information (if applicable)
• Information submitted through website forms or client portals

We collect client information solely for the purpose of providing tax preparation, accounting, advisory, and related professional services.

How We Use Your Information

We use collected information to:

• Provide requested tax, accounting, and advisory services
• Communicate with clients regarding services, deadlines, and accounts
• Respond to inquiries and service requests
• Meet legal, regulatory, and compliance obligations
• Improve website functionality and client experience

No Sale or Marketing Use of Personal Information

LeBeau & Associates does not sell, rent, trade, or share client personal information with third parties for marketing, advertising, or commercial purposes.

Phone numbers, email addresses, and other electronic contact information collected for communication purposes are used only by LeBeau & Associates to communicate with clients regarding their services and accounts and are never sold or shared with third parties.

When Information May Be Shared

Client information may only be disclosed when:

• Required to provide requested services (such as submitting tax filings to authorized government agencies)
• Required by law, regulation, or legal process
• Authorized in writing by the client

Website Data Collection and Cookies

Our website may collect limited technical data such as:

• Browser type
• Device type
• IP address
• Pages visited
• Time spent on site

This data is used for website performance, analytics, and security purposes. This information does not identify you personally unless voluntarily provided through forms or direct communication.

Third-Party Service Providers

We may use trusted third-party service providers to help operate our business and website, such as:

• Website hosting providers
• Analytics services
• Secure communication tools
• Email delivery platforms

These providers are required to maintain confidentiality and security standards.

Data Security

We maintain reasonable administrative, technical, and physical safeguards to protect client information from unauthorized access, use, or disclosure.

Access to client data is limited to firm personnel who require the information to perform their job responsibilities.

Data Retention

Client information is retained only as long as necessary to provide services, meet legal obligations, resolve disputes, and enforce agreements.

Your Privacy Rights

You may request to:

• Review information we maintain about you
• Request corrections to inaccurate information
• Request deletion of information where legally permitted

Requests can be submitted using the contact information below.

Contact Information

If you have questions about this Privacy Policy or how your information is handled, please contact:

LeBeau & Associates
1012 N Main St
Meridian, ID 83642
(208) 898-0500
info@208taxhelp.com

Policy Updates

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

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