Liberty Tax Accounting Privacy Policy
Last Updated: August 13, 2026
At Liberty Tax Accounting (LTA), your privacy is a top priority. This Privacy Policy explains how Liberty Tax Accounting collects, uses, protects, and shares information when you interact with our website and services.
Because our company provides tax preparation, accounting, bookkeeping, payroll, business formation, and related financial services, we may receive personal, financial, tax-related, and technical information from clients and website visitors. We understand that this information can be sensitive, and we take appropriate measures to protect the information entrusted to us.
This Privacy Policy is intended to explain our information practices in a clear and understandable manner.
Information We Collect
When you visit our website, contact Liberty Tax Accounting, request information, or use our services, we may collect different types of information depending on your interaction with us.
Personal Information
We may collect personal information that you voluntarily provide when communicating with us or using our services. This may include:
- Your name
- Email address
- Phone number
- Mailing address
- Other contact information you provide to us
We may use this information to communicate with you, respond to inquiries, provide requested services, manage your account, and maintain our business relationship with you.
Financial and Tax Information
Because Liberty Tax Accounting provides tax preparation and accounting-related services, we may receive financial and tax-related information necessary to provide those services.
This information may include:
- Bank account details
- Transaction history
- Tax-related documents
- Financial records
- Information provided for tax preparation
- Other financial information necessary to provide our services
Financial and tax information may be provided directly by clients or through secure methods used to deliver our services.
We use this information for legitimate business purposes related to the services requested by our clients, including tax preparation, accounting support, bookkeeping, payroll, and related financial services.
Technical Information
When you visit our website, certain technical information may be collected automatically. This may include:
- IP address
- Browser type
- Device information
- Website usage information
- Technical information associated with your visit
Technical information helps us understand how visitors use our website and assists us in improving website functionality and services.
How We Use Your Information
Liberty Tax Accounting uses information collected from clients and website visitors for purposes related to our services and business operations.
Provide and Manage Our Services
We use information necessary to provide and manage our services, including tax preparation and accounting support.
Depending on the services requested, information may be used to assist with tax preparation, accounting-related work, bookkeeping, payroll, business-related services, and other services offered by Liberty Tax Accounting.
Communicate With You
We may use your contact information to communicate with you regarding:
- Your account
- Appointments
- Requested services
- Service updates
- Questions or inquiries
- Other communications related to your relationship with Liberty Tax Accounting
Communication allows us to respond to requests and provide information related to the services you have requested.
Meet Legal and Regulatory Requirements
We may use and maintain information when necessary to comply with applicable legal and regulatory requirements.
As a tax and accounting service provider, Liberty Tax Accounting may need to handle information in connection with legal, regulatory, tax, accounting, and other applicable requirements.
Improve Our Services and Website
We may use information to understand how our website and services are used and to improve our services, website functionality, user experience, and business operations.
This may include analyzing website usage and understanding general visitor engagement.
How We Protect Your Information
At Liberty Tax Accounting, protecting client and visitor information is important to us.
Your data is safeguarded through security measures that may include:
- Encryption
- Firewalls
- Secure access protocols
- Restricted access to sensitive information
- Access limited to authorized personnel
These measures are intended to help protect information against unauthorized access and to maintain the security of sensitive information handled by Liberty Tax Accounting.
Because our services may involve personal, financial, and tax-related information, we take reasonable steps to protect the information entrusted to us.
Sharing of Information
Liberty Tax Accounting does not sell or rent your personal information.
However, there may be circumstances in which information is shared when necessary to provide our services, operate our business, or comply with applicable legal requirements.
Government Authorities and Regulatory Agencies
We may share information with government authorities or regulatory agencies when required by law.
This may include situations where disclosure is necessary to comply with legal or regulatory requirements.
Trusted Third-Party Service Providers
We may work with trusted third-party service providers that assist us in delivering our services.
For example, third-party service providers may assist with secure document portals or other services necessary to support our business operations.
Information shared with service providers is related to the services or functions they provide to Liberty Tax Accounting.
Your Rights at Liberty Tax Accounting
At Liberty Tax Accounting, you have certain rights regarding the personal information we maintain about you, subject to applicable legal and contractual obligations.
You have the right to:
Access and Review Your Personal Data
You may request access to and review your personal information maintained by Liberty Tax Accounting.
Request Corrections
If you believe that information maintained by us is inaccurate, you may request that the information be corrected.
Opt Out of Marketing Communications
You may request to opt out of marketing communications from Liberty Tax Accounting.
Request Deletion of Your Data
You may request deletion of your personal information, subject to applicable legal and contractual obligations.
Certain information may need to be retained when required by law, regulation, or contractual obligations.
If you have a privacy-related request or question, please contact us using the contact information provided below.
Analytics and Advertising Data
Liberty Tax Accounting uses Google Analytics and Google Ads features to collect aggregated information about users who visit our website.
These tools help us understand website usage, improve our services, and deliver relevant advertising.
The information collected through these features may include demographic, interest, and cross-device data.
Google Signals and User-ID
Our use of Google Analytics and related features includes Google Signals and the User-ID feature.
These features allow us to better understand how users engage with our website across different devices and sessions.
The information collected through these features is anonymous or hashed, and we do not collect personally identifiable information through these features without your consent.
Personalized Advertising
Users may opt out of personalized advertising through Google Ads Settings.
If you prefer not to receive personalized advertising, you may use the available controls provided through Google Ads to manage your advertising preferences.
Information Security
Liberty Tax Accounting recognizes the importance of protecting personal and financial information.
Our security measures are designed to help protect information handled through our website and services. These measures include encryption, firewalls, secure access protocols, and restrictions on access to sensitive information.
Access to sensitive information is restricted to authorized personnel only.
While we take appropriate steps to protect information, our security practices are intended to support the secure handling of information necessary for providing our services.
Privacy and Tax-Related Information
Tax preparation and accounting services may require clients to provide sensitive financial and tax-related documents.
Information such as tax documents, financial records, transaction history, and bank account information may be necessary for Liberty Tax Accounting to provide requested services.
We use this information for purposes related to providing and managing our services, communicating with clients, meeting applicable legal and regulatory requirements, and improving our services and website functionality.
Clients should provide information through the methods and document-delivery processes made available by Liberty Tax Accounting.
Website Privacy
When you interact with the Liberty Tax Accounting website, technical information may be collected to support website functionality and understand website usage.
This may include information such as your IP address, browser type, device information, and other technical information associated with your website visit.
Analytics and advertising tools may also collect aggregated information as described in the Analytics and Advertising Data section of this Privacy Policy.
Our goal is to use website information to maintain and improve the functionality of our website and services.
Third-Party Services
Liberty Tax Accounting may use trusted third-party service providers to assist in delivering services and operating certain website or business functions.
Examples may include secure document portals and analytics or advertising services.
Third-party services may process or receive information as necessary to perform the services they provide to Liberty Tax Accounting.
Our policy does not permit Liberty Tax Accounting to sell or rent your personal information.
Changes to This Privacy Policy
Liberty Tax Accounting may update this Privacy Policy from time to time.
Changes may be made to reflect changes in our business practices, services, website functionality, or applicable legal and regulatory requirements.
We encourage visitors and clients to review this page periodically for the latest information regarding our privacy practices.
Your continued use of our website and interaction with our services should be considered together with the most current version of this Privacy Policy.
Questions About Our Privacy Policy
If you have questions, concerns, or requests regarding this Privacy Policy or the way Liberty Tax Accounting handles your information, please contact us.
Contact Liberty Tax Accounting
Email: info@LibertyTaxAccounting.com
Phone: (949) 863-9870
Orange County Office
1600 Dove St., #140
Newport Beach, CA 9266
L.A. County Office
Iowa Court House
18411 Crenshaw Blvd., Suite 290
Gwinnett County Office
1495 Duluth Hwy
Lawrenceville, GA 30043
If you need assistance with BOI filing or other tax and accounting services, you may contact Liberty Tax Accounting for assistance.
Liberty Tax Accounting Services
Liberty Tax Accounting provides a range of tax and accounting-related services, including:
- Tax Preparation
- Bookkeeping
- Payroll
- Sales Tax Filing
- Business Formation
- BOI Filing
- Catch-Up Accounting
- Clean-Up Accounting
For questions about our services or your privacy-related concerns, please contact Liberty Tax Accounting using the information provided above.
Connect With Liberty Tax Accounting
You can also connect with Liberty Tax Accounting through our social media and business profiles for updates, tax and accounting information, tips, and client-related content.
Liberty Tax Accounting maintains a presence on platforms including Facebook, Instagram, and LinkedIn.
You may also find Liberty Tax Accounting on trusted platforms such as Thumbtack and TaxBuzz to view reviews and learn more about our services
Privacy Policy Summary
For convenience, this Privacy Policy explains the following key points:
- Liberty Tax Accounting may collect personal information such as your name, email address, phone number, and mailing address.
- We may collect financial information including bank account details, transaction history, and tax-related documents when necessary to provide our services.
- We may collect technical information such as your IP address, browser type, and device information.
- We use collected information to provide and manage our services, communicate with clients, meet legal and regulatory requirements, and improve our services and website.
- We use security measures including encryption, firewalls, secure access protocols, and restricted access to sensitive information.
- Liberty Tax Accounting does not sell or rent your personal information.
- Information may be shared with government authorities or regulatory agencies when required by law.
- Information may also be shared with trusted third-party service providers that assist us in delivering our services, including secure document portal providers.
- Users may have rights to access, review, correct, or request deletion of their information, subject to legal and contractual obligations.
- Users may request to opt out of marketing communications.
- Liberty Tax Accounting uses Google Analytics and Google Ads features to collect aggregated website information and improve services and advertising.
- Users may opt out of personalized advertising through Google Ads Settings.
- This Privacy Policy may be updated from time to time to reflect changes in our practices or legal requirements.
If you have any questions or concerns about the Liberty Tax Accounting Privacy Policy, please contact us at support@LibertyTaxAccounting.com or call (949) 863-9870.
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