Privacy Policy
Effective Date: July 15, 2025 | LPB Tax and Accounting Services
1. Who We Are
LPB Tax and Accounting Services ("LPB," "we," "us," or "our") operates the IRS Notice Navigator tool available at this website. We are a licensed CPA and Enrolled Agent firm. Our principal contact is Nicolette Yeardé, CPA, EA, MTax. For questions about this policy, email us at info@lpbservices.com or visit lpbservices.com.
2. Information We Collect
When you use the IRS Notice Navigator, we may collect:
- Your full name and email address
- The IRS notice type and tax year you enter
- The dollar amount shown on your notice (if provided)
- Payment information processed securely by Stripe (we do not store card data)
- Technical data such as browser type and IP address collected automatically
3. How We Use Your Information
We use the information you provide to:
- Generate your free plain-English notice summary and paid action plan
- Process your payment through Stripe
- Deliver your report and any follow-up communications by email
- Improve the accuracy and quality of our analysis tools
- Respond to your support or data requests
We do not sell, rent, or share your personal information with third parties for marketing purposes.
4. Payment Processing
Payments are processed by Stripe, Inc. LPB does not receive or store your full credit card number, CVV, or billing address. Stripe's privacy policy governs how payment data is handled. You can review it at stripe.com/privacy.
5. AI-Generated Content
Your notice details are submitted to an AI language model to generate your summary and action plan. The AI output is reviewed against IRS primary sources but does not constitute legal or tax advice. Do not submit information you wish to keep strictly confidential from AI processing systems.
6. Data Retention
Submission data (name, email, notice type, and generated reports) is retained for 12 months from the date of submission. This retention period allows you to save your report link and return to view your summary or full action plan at any time during that window. After 12 months, your submission record and all associated data are automatically and permanently deleted. This tool does not create or maintain a permanent user account and does not retain your data indefinitely.
If you have questions about data retained from your session, contact info@lpbservices.com.
7. Your Rights
You have the right to:
- Request a copy of the personal data we hold about you
- Request correction of inaccurate data
- Withdraw consent to future communications
Your submission data is automatically and permanently deleted 12 months after the date of submission, so no manual deletion request is necessary. If you would like your data removed sooner, you may contact us at info@lpbservices.com and we will process your request.
8. Security
We use industry-standard security measures including HTTPS encryption, secure cloud storage, and access controls to protect your data. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The effective date at the top of this page reflects the most recent revision. Continued use of the tool after updates constitutes acceptance of the revised policy.
10. Contact Us
LPB Tax and Accounting Services
Email: info@lpbservices.com
Website: lpbservices.com