Your information, handled with care.
This page is a placeholder. The text below outlines the topics our final policy will cover and is not a binding legal document. Last updated: Placeholder — replace with the date this policy is finalized.
We collect only what we need to do our work for you.
In the course of an engagement, this may include your name, contact details, tax identification numbers, financial records, and other documents you provide to us. When you visit this website, our hosting provider may automatically log basic technical information such as your IP address and browser type. Final categories will be enumerated here.
To prepare your work, communicate with you, and meet our professional obligations.
We use the information you share to deliver accounting and tax services, respond to your questions, and comply with applicable laws and regulatory requirements. We do not sell your personal information.
Limited, with people you would expect.
We may share information with taxing authorities when filings require it, with software providers we use to prepare your work (such as QuickBooks, Xero, and our tax software), or when you direct us to share with a third party on your behalf. The final policy will list each category.
Reasonable safeguards, retained as long as the law requires.
We maintain administrative, technical, and physical safeguards designed to protect the information you share with us. Records are retained for the periods required by the IRS, the State of California, and our professional standards, then securely disposed of.
You can ask us what we have, and ask us to correct or delete it.
California residents have specific rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), including the rights to know, correct, delete, and limit certain uses of personal information. To exercise any of these rights, contact us using the address below.
Questions about this policy? Reach us directly.
Lapidos Leung & Francis, Inc. 1818 Harmon St.Suite 1Berkeley, CA 94703 info@2p2e5.comDraft notice: this page is a placeholder pending review by counsel. It does not constitute legal advice.