Lineage Tax Group (“Lineage Tax Group,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, use, disclose, store, and protect information when you visit or use the Lineage Tax Group website (the “Website”), communicate with us, or use our services.

By using our Website or providing information to us, you acknowledge that you have read and understood this Privacy Policy.

1. INFORMATION WE COLLECT

Depending on how you interact with us, we may collect the following categories of information:

A. Information You Provide Directly

You may provide information when you:

• Contact us through our Website;
• Request information about our services;
• Schedule a consultation or appointment;
• Submit an inquiry or contact form;
• Subscribe to newsletters or other communications;
• Become a client or engage our services; or
• Communicate with us by email, telephone, or other means.

This information may include:

• Full name;
• Email address;
• Telephone number;
• Business or organization name;
• Mailing or business address;
• Information about your tax, accounting, or business needs;
• Information contained in communications with us; and
• Other information you voluntarily provide.

Where necessary to provide professional tax, accounting, advisory, or related services, we may also collect financial, tax, employment, business, identification, or other information relevant to the services you request.

B. Information Collected Automatically

When you visit our Website, certain information may be collected automatically, including:

• IP address;
• Browser type and version;
• Device type;
• Operating system;
• Pages visited;
• Date and time of visits;
• Referring website or source;
• General geographic information; and
• Website usage and interaction information.

This information is generally used for security, analytics, troubleshooting, and improving the Website.

2. HOW WE USE YOUR INFORMATION

We may use personal information for legitimate business and professional purposes, including to:

• Provide, administer, and improve our services;
• Respond to inquiries and requests;
• Schedule consultations and appointments;
• Communicate with clients and prospective clients;
• Prepare or assist with tax and accounting matters;
• Maintain client and business records;
• Process transactions and payments where applicable;
• Send service-related communications;
• Send newsletters, updates, or marketing communications where permitted;
• Improve our Website, services, and user experience;
• Analyze Website traffic and usage;
• Detect, prevent, and investigate fraud, security incidents, or unauthorized activity;
• Comply with applicable laws, regulations, legal processes, or professional obligations; and
• Protect our rights, property, clients, employees, and business.

We will not use personal information for purposes that are materially incompatible with the purposes described in this Privacy Policy unless permitted or required by law.

3. TAX AND FINANCIAL INFORMATION

Because Lineage Tax Group may provide tax, accounting, financial, or business advisory services, clients may provide information that is particularly sensitive.

Such information may include tax records, financial information, business records, identification information, income information, employment information, and other information necessary to provide our services.

We use reasonable administrative, technical, and organizational safeguards designed to protect this information against unauthorized access, disclosure, alteration, or destruction.

Clients should not submit highly sensitive documents or information through an unsecured Website contact form unless specifically instructed by Lineage Tax Group to do so.

Where a secure client portal or other designated secure method is provided, clients should use that method for transmitting sensitive documents.

4. COOKIES AND SIMILAR TECHNOLOGIES

Our Website may use cookies and similar technologies to improve functionality, understand how visitors use the Website, remember preferences, and support Website security and analytics.

Cookies may allow us to:

• Understand Website traffic and usage;
• Remember user preferences;
• Improve Website performance;
• Identify technical problems; and
• Measure the effectiveness of Website content and marketing.

You may be able to control or disable cookies through your browser settings. Disabling certain cookies may affect the functionality of the Website.

5. ANALYTICS AND THIRD-PARTY SERVICES

We may use third-party service providers to help us operate, analyze, secure, or improve our Website and services.

These providers may process information on our behalf and may include providers of:

• Website hosting;
• Website analytics;
• Customer relationship management;
• Appointment scheduling;
• Email communication;
• Payment processing;
• Cloud storage;
• Cybersecurity;
• Website functionality; and
• Marketing or communications services.

Third-party providers are expected to process information in accordance with applicable contractual and legal requirements.

Third-party websites, applications, or services linked to our Website may have their own privacy policies. We are not responsible for the privacy practices of third parties that we do not control.

6. HOW WE SHARE INFORMATION

We do not sell your personal information.

We may disclose personal information when reasonably necessary to operate our business and provide our services, including to:

• Employees, contractors, and professional advisers who require the information to perform their responsibilities;
• Technology, hosting, cloud-storage, communications, and other service providers;
• Payment processors and financial institutions where applicable;
• Government agencies, tax authorities, regulators, courts, or law-enforcement authorities when required or permitted by law;
• Professional advisers, insurers, auditors, or legal representatives where appropriate; and
• A successor or acquiring entity in connection with a merger, acquisition, restructuring, sale, or other business transaction.

We may also disclose information where we reasonably believe disclosure is necessary to protect our legal rights, prevent fraud or abuse, enforce agreements, or protect the safety of our clients, employees, Website users, or others.

7. DATA RETENTION

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide our services, maintain appropriate business and professional records, resolve disputes, enforce agreements, and comply with applicable legal, regulatory, tax, accounting, or professional obligations.

The specific retention period may vary depending on the nature of the information and the purpose for which it was collected.

8. DATA SECURITY

We take reasonable measures designed to protect personal information from unauthorized access, loss, misuse, alteration, disclosure, or destruction.

These measures may include administrative safeguards, access controls, technical security measures, encryption where appropriate, and other security practices.

However, no method of transmission or electronic storage is completely secure. Therefore, we cannot guarantee absolute security of information transmitted to or stored by us.

9. YOUR PRIVACY RIGHTS

Depending on your location and applicable law, you may have certain rights regarding your personal information.

These rights may include the right to:

• Request access to personal information we hold about you;
• Request correction of inaccurate or incomplete information;
• Request deletion of personal information where legally permitted;
• Object to or restrict certain processing;
• Withdraw consent where processing is based on consent;
• Request a copy of certain personal information;
• Opt out of certain marketing communications; and
• Lodge a complaint with an appropriate privacy or data-protection authority.

Some rights may be subject to legal or professional exceptions, including obligations requiring us to retain certain records.

To exercise an applicable privacy right, please contact us using the details provided in the Contact Us section below.

10. MARKETING COMMUNICATIONS

Where permitted by applicable law, we may send you information about our services, updates, educational materials, or other communications that may be relevant to you.

You may unsubscribe from marketing emails by using the unsubscribe mechanism included in the communication or by contacting us directly.

Please note that even if you opt out of marketing communications, we may still send necessary administrative or service-related communications.

11. CHILDREN’S PRIVACY

Our Website and services are not directed toward children.

We do not knowingly collect personal information from children in circumstances where such collection is prohibited by applicable law.

If you believe that a child has provided personal information to us improperly, please contact us so that we can take appropriate steps.

12. INTERNATIONAL DATA TRANSFERS

Depending on where Lineage Tax Group, our service providers, or our clients are located, personal information may be processed or stored in countries other than the country in which it was originally collected.

Where applicable, we will take reasonable steps to ensure that international transfers and processing of personal information comply with applicable privacy and data-protection laws.

13. LINKS TO OTHER WEBSITES

Our Website may contain links to third-party websites or services.

These websites operate independently from Lineage Tax Group and may have their own privacy policies and terms of use.

We encourage you to review the privacy policies of third-party websites before providing them with personal information.

14. PROFESSIONAL AND LEGAL OBLIGATIONS

As a tax and professional services organization, Lineage Tax Group may be subject to legal, regulatory, tax, accounting, confidentiality, recordkeeping, and professional obligations.

Nothing in this Privacy Policy limits our ability to collect, use, retain, or disclose information where doing so is required or permitted by applicable law or necessary to comply with professional obligations.

15. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal requirements, or privacy practices.

When we make changes, we will update the “Last Updated” date at the top of this Privacy Policy.

We encourage you to review this page periodically to remain informed about how we protect your information.

16. CONTACT US

If you have questions about this Privacy Policy, our privacy practices, or your personal information, please contact Lineage Tax Group:

Lineage Tax Group
Email: admin@lineagetaxgroup.com
Phone: +1 346-387-7186
Address: Escalate Workspace,  24285 Katy Freeway, Suite 300 Katy, TX 77494

For privacy-related requests, please include sufficient information for us to understand and respond to your request.