Privacy Policy

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

• Full name
• Phone number
• Email address
• Mailing address
• Tax and financial information
• Government-issued identification
• Documents and images provided for tax preparation services

Information may be collected through our website, phone calls, text messages, email communications, and in-person interactions.

We use the information collected to:

• Provide tax preparation and related services
• Communicate regarding appointments and services
• Respond to inquiries and customer support requests
• Send service-related notifications and updates
• Maintain business records and comply with legal obligations

We do not sell or rent your personal information to third parties.

No mobile opt-in data will be shared with third parties or affiliates for marketing or promotional purposes. This excludes text messaging originator opt-in data and consent, which will not be shared with any third parties.

By opting in to receive messages, the end user agrees to receive communications from Lamb's Tax Service regarding scheduling for a visit, appointment follow-up and details, sending pictures and information needed for the service and answering customer-initiated messages.

End users may opt out at any time by replying "STOP" or request more information by replying "HELP."

We may share information only when necessary to:

• Complete tax filing services
• Comply with legal or regulatory requirements
• Work with trusted service providers who assist in operating our business under confidentiality obligations

We implement appropriate technical and organizational safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

You may request access to, correction of, or deletion of your personal information, subject to applicable legal and regulatory requirements.

If you have questions regarding this Privacy Policy or our privacy practices, please contact: