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Privacy Policy & SMS Terms of Service

Effective Date: January 1, 2026

Lembo Accounting Solutions (“we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of all personal, financial, and business information entrusted to us. As a professional accounting firm, we adhere to strict ethical, legal, and professional standards regarding data protection and client confidentiality.

This Privacy Policy and SMS Terms of Service explains what information we collect, how it is used, how mobile communications are handled, and how consumer opt-in consent is protected.

  1. Information We Collect

We collect only the information necessary to provide accounting, tax, bookkeeping, advisory, and related professional services.

Personal Information

  • Full name
  • Mailing address
  • Email address
  • Phone number
  • Social Security number or taxpayer identification number
  • Date of birth (when required for tax or regulatory purposes)

Financial and Tax Information

  • Income and expense records
  • Bank and payroll information
  • Tax returns, forms, and supporting documentation
  • Accounting records and financial statements

Business Information

  • Business name and structure
  • Employer Identification Number (EIN)
  • Ownership and operational details

Communication Information

  • Phone calls, text messages, voicemails, emails, and virtual communications
  • Message content exchanged through RingCentral or other secure business communication platforms

Information is collected directly from clients or authorized representatives through secure portals, engagement documentation, and direct communications.

  1. How Collected Information Is Used

Collected information is used solely for legitimate business and professional purposes, including:

  • Providing accounting, tax preparation, bookkeeping, advisory, and consulting services
  • Communicating with clients regarding engagements, deadlines, and service updates
  • Responding to client inquiries and requests
  • Maintaining accurate internal records
  • Complying with IRS, state, and professional regulatory requirements
  • Billing and payment processing

We do not use client information for advertising, marketing, or unrelated purposes.

  1. Mobile Communications, SMS Messaging, and Consent

We may communicate with clients via phone calls or SMS text messages using RingCentral or similar secure communication platforms.

Types of Messages Sent

If you consent to receive SMS messages from Lembo Accounting Solutions, you may receive conversational and informational messages, including but not limited to:

  • Appointment confirmations and scheduling updates
  • Requests for documents or information
  • Tax deadlines and filing reminders
  • Status updates related to accounting, bookkeeping, or tax services
  • Responses to client-initiated inquiries

We do not send promotional or marketing text messages.

SMS Consent Disclosure (Carrier-Compliant)

If you consent to receive conversational and informational SMS from Lembo Accounting Solutions, you agree to receive conversational and informational SMS messages from us.

  • Reply STOP to opt-out
  • Reply HELP for support
  • Message and data rates may apply
  • Messaging frequency may vary
  • Visit [Insert Privacy Policy URL] to review our Privacy Policy and SMS Terms of Service

Mobile Opt-In Data Protection

No mobile opt-in or text message consent will be shared with third parties or affiliates.

Mobile numbers and SMS consent are collected solely for direct communication between Lembo Accounting Solutions and the client and are maintained under strict confidentiality standards.

  1. Use of RingCentral

RingCentral is used as a business communications platform to facilitate phone calls, text messages, voicemail, and virtual meetings.

  • Communications may include confidential or sensitive information
  • RingCentral is used strictly for business communication purposes
  • We do not authorize RingCentral or any third party to sell, market, or use client data
  • Communications are protected by administrative, technical, and contractual safeguards
  1. Sharing of Information

We do not sell, rent, trade, or monetize personal information.

Information may be disclosed only in the following limited circumstances:

  • When required by law, subpoena, court order, or governmental authority
  • With the client’s explicit written consent
  • With trusted service providers necessary to operate our business (such as secure software platforms), all of whom are contractually obligated to maintain confidentiality

Under no circumstances is SMS consent, mobile opt-in data, or communication content shared with third parties or affiliates.

  1. Data Security

We implement reasonable and appropriate safeguards designed to protect client information, including:

  • Encrypted data transmission
  • Secure client portals
  • Access controls and role-based permissions
  • Multi-factor authentication where available
  • Secure cloud-based systems compliant with industry standards

While no system can be guaranteed 100% secure, we continuously maintain and improve safeguards to protect client data.

  1. Data Retention

Client records are retained in accordance with applicable federal and state laws, IRS regulations, and professional record-retention standards. Information is securely destroyed when no longer required.

  1. Client Rights

Clients may request:

  • Access to their personal information
  • Corrections to inaccurate data
  • Information regarding how their data is used

Requests must be submitted in writing.

  1. Website Use

Our website may collect limited technical information such as IP address or browser type for functionality and security purposes. We do not use cookies or tracking technologies to collect personal or financial data.

  1. Policy Updates

We reserve the right to update this Privacy Policy and SMS Terms of Service at any time. Updates will be posted on our website with a revised effective date.

  1. Contact Information

For questions regarding this Privacy Policy, SMS communications, or data practices, please contact:

Lembo Accounting Solutions
1403 Topaz Dr., Mount Pleasant, SC  29466

Ph: 843.619.3688

Email: LL****@******************ns.com

 

Suggested text: Our website address is: https://laccountingsolutions.com.

Comments

Suggested text: When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

Suggested text: If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

Suggested text: If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Suggested text: Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

Suggested text: If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

Suggested text: If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

Suggested text: If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Suggested text: Visitor comments may be checked through an automated spam detection service.