Privacy Policy

Effective Date: 04/26/2026
Business Name: Lynx Tax Advisors
Operated By: Lynx Alliance LLC
Website: www.LynxTaxAdvisors.com

Lynx Tax Advisors respects your privacy and is committed to protecting the information you share with us. This Privacy Policy explains how we collect, use, protect, and share information when you visit our website, schedule an appointment, contact us, or use our client services.

1. Information We Collect

We may collect information you voluntarily provide to us, including:

  • Your name

  • Email address

  • Phone number

  • Mailing address

  • Appointment or consultation details

  • Information submitted through website forms

  • Information provided during scheduling, intake, engagement, or client communication

  • Tax-related documents or information submitted through approved secure systems

We may also collect limited technical information automatically when you visit our website, such as:

  • IP address

  • Browser type

  • Device information

  • Pages visited

  • Time spent on the website

  • Referral source

  • General website usage data

2. How We Use Your Information

We may use your information to:

  • Respond to inquiries

  • Schedule consultations

  • Provide tax resolution, advisory, representation, or related services

  • Create and manage client accounts

  • Send appointment confirmations, reminders, invoices, engagement documents, or service-related communications

  • Improve our website and client experience

  • Maintain business records

  • Comply with applicable legal, regulatory, tax, or professional obligations

  • Protect against fraud, unauthorized access, or misuse of our services

3. Client Portal and Sensitive Information

Tax and financial information can be sensitive. Please do not submit Social Security numbers, tax returns, IRS notices, financial records, or other sensitive documents through general website contact forms or unsecured email unless specifically instructed.

When available, sensitive documents should be submitted through our secure client portal or another approved secure method.

4. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve functionality, understand visitor activity, measure website performance, and support scheduling or client communication tools.

Cookies may be placed by our website platform or third-party service providers. You may adjust your browser settings to block or delete cookies, although some website features may not function properly as a result.

5. Third-Party Service Providers

We may use third-party service providers to operate our website, schedule appointments, manage client communications, process payments, store documents, or provide client portal access.

These providers may include, but are not limited to:

  • Squarespace

  • Calendly

  • TaxDome

  • Stripe or other payment processors

  • Google Workspace

  • Email, analytics, or advertising service providers

These providers are used only as needed to support our business operations and client services. Their handling of information is governed by their own privacy policies and security practices.

6. Payment Information

If payments are made online, payment information may be processed by a third-party payment processor. Lynx Tax Advisors does not directly store complete credit card numbers or full payment account details unless otherwise disclosed in writing.

7. How We Share Information

We do not sell your personal information.

We may share information only when reasonably necessary to:

  • Provide requested services

  • Work with authorized service providers

  • Comply with legal or regulatory requirements

  • Respond to subpoenas, court orders, or lawful requests

  • Protect our rights, property, clients, systems, or business operations

  • Communicate with tax agencies or third parties when authorized by you

We may also share information with tax professionals, staff, contractors, or authorized representatives assisting with your matter, subject to appropriate confidentiality obligations.

8. Confidentiality of Tax Information

Lynx Tax Advisors understands the sensitive nature of tax and financial information. We take reasonable administrative, technical, and physical safeguards to protect client information from unauthorized access, disclosure, alteration, or misuse.

However, no website, email system, portal, or electronic transmission method can be guaranteed to be completely secure.

9. Email and Electronic Communications

By contacting us, scheduling an appointment, or becoming a client, you may receive communications from us by email, phone, text message, portal notification, or other electronic methods.

Email and text communications may not always be fully secure. Sensitive tax documents should be transmitted through the secure client portal or another approved secure method whenever possible.

10. Your Choices

You may contact us to:

  • Request correction of inaccurate contact information

  • Ask questions about information we maintain

  • Opt-out of non-essential marketing communications

  • Request that we update or delete certain information, subject to legal, professional, and business recordkeeping obligations

We may need to retain certain records to comply with tax, legal, regulatory, insurance, accounting, or professional obligations.

11. California Privacy Notice

If you are a California resident, you may have certain privacy rights under California law depending on the nature of your relationship with us and whether applicable legal thresholds are met.

These rights may include the right to know what personal information is collected, request deletion of certain information, request correction of inaccurate information, and opt out of certain uses or disclosures.

Lynx Tax Advisors does not sell personal information.

12. Links to Other Websites

Our website may contain links to third-party websites, including scheduling platforms, client portals, payment processors, or government websites. We are not responsible for the privacy practices, content, or security of third-party websites.

13. Children’s Privacy

Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children.

14. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Any updates will be posted on this page with a revised effective date.

15. Contact Us

For questions about this Privacy Policy or how your information is handled, please contact:

Lynx Tax Advisors
Operated by Lynx Alliance LLC
Email: [Privacy@LynxTaxAdvisors.com]
Website: www.LynxTaxAdvisors.com