Effective Date: 7/6/26

LK Tax LLC respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we may collect through our website, how we use it, and the steps we take to protect it.

Information We Collect

We may collect information that you voluntarily provide when you:

• Submit a contact or consultation form
• Call, email, or otherwise communicate with LK Tax
• Schedule an appointment
• Become a client and provide information for tax services
• Upload documents through a secure client portal

This information may include your name, email address, telephone number, mailing address, requested service, and a general description of your tax situation.

When you become a client, additional information may be required to provide tax services. This may include identification details, financial records, income documents, business records, investment information, foreign account information, and prior tax returns.

Please do not submit Social Security numbers, tax documents, bank account numbers, or other sensitive financial information through the website’s general contact form.

How We Use Your Information

Information collected by LK Tax may be used to:

• Respond to questions and consultation requests
• Communicate with current and prospective clients
• Determine whether LK Tax can assist with your tax needs
• Prepare, review, and electronically file tax returns
• Provide tax planning, compliance, and representation services
• Request documents or additional information
• Maintain client records
• Improve website functionality and client service
• Meet legal, regulatory, professional, and security obligations

LK Tax does not sell or rent your personal information.

Tax Return Information

Tax return information is handled in accordance with applicable federal laws and professional obligations. Federal law generally restricts tax return preparers from using or disclosing taxpayer information for purposes unrelated to preparing and providing authorized tax services, except where permitted by law or with the taxpayer’s valid consent.

Information may be used or disclosed when reasonably necessary to prepare, process, review, or electronically file your return, provide services you have requested, comply with legal obligations, or respond to authorized government requests.

Secure Client Portal

LK Tax may use Intuit ProConnect or another secure professional platform to collect documents, exchange information, obtain electronic signatures, prepare returns, and complete electronic filing.

Information submitted through a third-party platform may also be governed by that provider’s privacy policy and security practices. Clients should use the secure portal rather than ordinary email when sending sensitive financial or tax information.

How Information May Be Shared

LK Tax may share information only when reasonably necessary with:

• The IRS, state tax agencies, or other government authorities
• Tax software and electronic filing providers
• Secure document storage, communication, scheduling, payment, or technology providers
• Professional advisers or service providers assisting LK Tax
• Authorities when disclosure is required by law, court order, subpoena, or regulatory obligation
• Other parties when you have authorized the disclosure

Service providers are given access only to information reasonably necessary to perform their services.

Website Analytics and Cookies

The website may use cookies, analytics tools, or similar technologies to understand website traffic, improve performance, remember visitor preferences, and identify technical problems.

These tools may collect information such as:

• Browser and device type
• IP address
• Pages visited
• Approximate location
• Time spent on the website
• Referral source

You may be able to limit cookies through your browser settings. Disabling cookies could affect certain website features.

Data Security

LK Tax uses reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, loss, alteration, or disclosure.

However, no website, email system, internet transmission, or electronic storage method can be guaranteed to be completely secure. Visitors should avoid sending sensitive information through unsecured communication methods.

Data Retention

Information may be retained for as long as reasonably necessary to provide services, maintain business and tax records, comply with professional responsibilities, resolve disputes, enforce agreements, and meet applicable legal requirements.

Your Choices

You may contact LK Tax to:

• Request an update to your contact information
• Ask what personal information has been provided through the website
• Request the deletion of information when retention is not required by law or professional obligations
• Opt out of nonessential promotional communications

Certain tax, engagement, and business records may need to be retained even after a deletion request.

Third-Party Links

The LK Tax website may contain links to third-party websites or services. LK Tax is not responsible for the content, security, or privacy practices of those third parties. Review the privacy policy of any external website before providing personal information.

Children’s Privacy

The LK Tax website and services are not directed to children under 13. LK Tax does not knowingly collect personal information directly from children through the website.

No Client Relationship Through Website Use

Using this website, submitting a contact form, or sending a message does not create a tax professional-client relationship. A client relationship begins only after LK Tax accepts the engagement and the required agreement is completed.

Changes to This Privacy Policy

LK Tax may update this Privacy Policy periodically to reflect changes in services, technology, business practices, or legal requirements. Updates will be posted on this page with a revised effective date.

Contact LK Tax

Questions about this Privacy Policy may be directed to:

LK Tax LLC
Lamiya Khokhawala, Owner and IRS Enrolled Agent
Email: lamiya@lktaxllc.com
Phone: +14153518921
Service Area: Nationwide – United States