Tax Help Desk

by LPB Tax and Accounting Services

Privacy Policy

LPB Tax and Accounting Services · Effective June 1, 2026

Who We Are

Tax Help Desk is operated by LPB Tax and Accounting Services, led by Nicolette Yearde, CPA, EA, MTax. Contact us at lpbservices.com or by email at info@lpbservices.com.

Information We Collect

We collect the following information when you use Tax Help Desk:

  • Account data: your name and email address when you register.
  • Tax questions: the questions you submit through the chat interface.
  • Payment data: if you purchase a Season Pass, payment processing is handled by our payment provider. We store a reference ID and your pass status only. We do not store full card numbers or bank details.
  • Usage data: number of questions asked, session timing, and app interaction patterns for service improvement.

How We Use Your Information

  • To provide tax guidance responses through the AI assistant.
  • To manage your account and Season Pass access.
  • To improve the accuracy and quality of responses.
  • To contact you with service updates if you have opted in.
  • To comply with legal obligations and prevent abuse.

Data Sharing

We do not sell your personal information. We share data only with trusted service providers who help us operate this platform (such as AI infrastructure and payment processors), and only to the extent necessary to provide the service. All providers are bound by data processing agreements.

Data Retention

We retain your account data and question history for as long as your account is active. If you request deletion, we will remove your personally identifiable information within 30 days, except where retention is required by law.

Your Rights

You have the right to:

  • Access the personal data we hold about you.
  • Request correction of inaccurate data.
  • Request deletion of your data.
  • Request a copy of your data in a portable format.

To exercise any of these rights, email us at info@lpbservices.com with the subject line "Data Request."

Cookies and Tracking

We use session cookies to keep you logged in and to remember your preferences. We do not use third-party advertising cookies or cross-site tracking.

Security

All data is transmitted over HTTPS. We follow industry-standard security practices to protect your information from unauthorized access, disclosure, or loss.

Changes to This Policy

We may update this policy periodically. The effective date at the top of this page reflects the most recent revision. Continued use of the service after changes constitutes acceptance of the updated policy.

Contact

Questions about this policy? Contact LPB Tax and Accounting Services at info@lpbservices.com or visit lpbservices.com.