Privacy Policy
At Lark & Ledger, we take your privacy and the security of your personal information very seriously. In the course of providing tax, bookkeeping, and advisory services, we are entrusted with sensitive data such as personally identifying information, financial records, usernames and passwords, and tax-related documentation. Protecting that information is one of our highest priorities.
How We Use Your Information
We collect and use your information only for the purpose of providing the professional services you have engaged us for. This may include preparing tax filings, maintaining financial records, offering advisory services, and communicating with you regarding your accounts. We do not sell or share your information with outside parties for marketing purposes.
Information Security
We use industry-standard safeguards to protect your data from unauthorized access, disclosure, or misuse. This includes secure storage, encrypted communications, and restricted access to files. Only team members who need your information to perform their work have access to it.
Sharing Information
We do not sell or share your information with outside parties for marketing purposes.
We may share your information only in limited circumstances:
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With your consent, to coordinate with financial institutions or other professionals you authorize.
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When required by law, regulation, or court order.
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With trusted service providers who support our business operations (such as secure file storage or e-signature platforms), and who are bound by confidentiality obligations.
Your Responsibility
We encourage clients to also take precautions in safeguarding their information, such as using secure file-sharing methods we provide, protecting login credentials, and avoiding sending sensitive information through unencrypted email.
Updates to This Policy
We may update this Privacy Statement from time to time. Any updates will be made available on our website or provided directly to you.
Contact Us
If you have any questions about our privacy practices or how your information is handled, please contact us at:
📧 hello@larkandledger.com
🌐 www.larkandledger.com