Legal
Privacy Policy
Lobo Tax & Advisory LLC (“Lobo,” “we,” “us”) provides U.S. tax preparation, planning, and advisory services. This Privacy Policy explains how we collect, use, and protect personal information through lobotax.com (the “Website”).
This policy covers the Website only. If you become a client, your engagement letter, our Service Terms and our client Privacy Notice describe how we handle the information you provide for tax services.
Information we collect
Information you provide
- Contact form. Your name, email address, phone number (optional), the options you select, and your message. Messages are delivered to our Microsoft 365 mailbox; the Website itself does not store them.
- Scheduling. If you book a call through our Microsoft Bookings page, the details you enter there, such as your name, email address, and preferred time.
- Purchases. If you become a client, you pay in our secure client portal (TaxDome), and payments are processed by TaxDome Payments, powered by Stripe. We receive your name, email address, billing details, and the service purchased. We do not receive or store your full card number.
- Email. Anything you choose to include when you email us.
Please do not send Social Security numbers, tax returns or other tax documents, or bank and financial account information through the Website or the contact form. If we work together, you will share that information through our secure client portal.
Information collected automatically
The Website is hosted by Cloudflare, which processes technical information such as your IP address, browser type, and the pages you request in order to deliver the Website and protect it from abuse.
We do not use advertising cookies, and we do not use tracking technologies to build advertising profiles.
How we use information
- To respond to your inquiry and communicate with you
- To schedule consultations and evaluate whether we can help with your situation
- To provide services you request, under the terms of a signed engagement letter
- To operate, maintain, and secure the Website
- To comply with legal and professional obligations
We do not add you to marketing email lists unless you ask to be added.
How we share information
We do not sell or rent your personal information, and we do not share it for cross-context behavioral advertising. We share information only as described here:
- Service providers that help us run the Website and our practice, including Cloudflare (hosting, security, and processing contact-form submissions), Microsoft (our email, including delivery of contact-form messages, and scheduling through Microsoft Bookings), TaxDome Payments, powered by Stripe (payment processing), and, for clients, our secure client portal and professional tax software providers. They may use the information only to provide services to us.
- Legal requirements. When required by law, regulation, legal process, or professional obligations, or to protect the rights, property, or safety of Lobo, our clients, or others.
- Business transfers. In connection with a sale, merger, or transfer of our practice, subject to applicable professional and legal requirements.
Tax return information
If you become a client, information you provide for the preparation of tax returns receives additional protection under federal law, including Section 7216 of the Internal Revenue Code, which generally restricts tax return preparers from using or disclosing tax return information without your consent.
Retention
We keep inquiry information for as long as reasonably needed to respond to you, to maintain records of our communications, and to meet legal obligations. Client records are retained as described in our Service Terms and as required by law.
Security
We use reasonable administrative, technical, and physical safeguards to protect personal information. No method of transmission or storage is completely secure, which is one reason we ask that sensitive information not be sent through the Website.
Your choices
You may ask us to access, correct, or delete the personal information you have submitted through the Website by emailing [email protected]. Depending on where you live, you may have additional rights under state law. We will not treat you differently for making a request. We may need to keep certain information where the law or our professional obligations require it.
Children
The Website is not directed to children, and we do not knowingly collect personal information from children under 13 through the Website.
Visitors outside the United States
We provide U.S. tax services, including to U.S. taxpayers living abroad. Information submitted through the Website is processed in the United States and in other locations where our service providers operate.
Links to other websites
The Website links to services operated by others, such as our Microsoft Bookings scheduling page, our client portal (TaxDome), and our profiles on Instagram, TikTok, Threads, X and LinkedIn. The Website does not include social media plugins, tracking pixels or embedded feeds; those services see your visit only if you follow a link to them. Their privacy practices are governed by their own policies.
Changes to this policy
We may update this Privacy Policy from time to time. When we do, we will change the effective date at the top of this page.
Contact
Questions about this policy can be sent to [email protected].