privacy policy

Lambertus CPA, PLLC ("LCPA") collects nonpublic personal information about you from various sources, including:

• Interviews regarding your tax situation.
• Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security Number, number of dependents, income, and other tax-related data.
• Tax-related documents you provide that are required for processing tax returns, such as Forms W-2, 1099R, 1099-INT and 1099DIV, and stock transactions.

LCPA does not disclose any nonpublic personal information about clients or former clients to anyone, except as requested by our clients or as required by law.

LCPA restricts access to personal information concerning you, except to employees who need such information in order to provide products or services to you. LCPA maintains physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.