Legacy Financial Tax Co.
Privacy Policy
Last updated: August 13, 2026
Legacy Financial Tax Co. respects the privacy of clients and website visitors. This website may collect information that you voluntarily provide when you contact us, schedule an appointment, or use a linked client-intake service.
Information you provide
Information may include your name, contact information, appointment details, and information submitted through third-party services you choose to use. Tax documents and sensitive taxpayer information should only be submitted through the designated secure intake/document process, not ordinary email.
Third-party services
Our website links to third-party scheduling and intake services, including Calendly and Jotform. Information submitted to those services is also subject to their privacy and security practices.
How information is used
Information you provide may be used to respond to inquiries, schedule services, prepare for tax services, communicate with you, and meet applicable business, tax, security, and legal obligations.
Data security
We take client confidentiality seriously and use administrative and technical safeguards appropriate to the services provided. No online transmission or storage method can be guaranteed to be completely secure.
Contact
Questions about this policy may be directed to 945-338-5524 or asialegacyfinacialtaxco@gmail.com.