Privacy Policy

Effective Date: 07/23/2026

Ink & Ledger Tax Solutions LLC (“we,” “our,” or “us”) is committed to protecting your privacy and handling your personal information with transparency, integrity, and care. This Privacy Policy outlines how we collect, use, protect, and disclose information when you visit our website or engage with our services.

1. Information We Collect

We may collect the following types of information:

a. Personal Information

Provided directly by you, such as:

  • Name, email address, phone number, and address
  • Social Security Number and Tax ID
  • Income, deductions, financial statements, and other tax-related data

b. Technical Data

When you interact with our website, we may collect:

  • IP address
  • Browser type and device information
  • Pages visited and time spent on site

c. Client Communications

Emails, messages, forms, or uploaded documents you provide in the course of services.

2. How We Use Your Information

We use your information to:

  • Deliver tax services, including preparation, planning, and representation
  • Verify identity and comply with applicable laws
  • Respond to inquiries and provide customer support
  • Improve our website and services
  • Maintain internal records for compliance and quality control

3. Data Sharing and Disclosure

We do not sell your personal information. We may share your information with:

  • Government agencies (e.g., IRS, state tax authorities) for filing and compliance
  • Third-party software providers (e.g., tax software, e-signature platforms) strictly for service delivery
  • Legal or regulatory bodies if required by law

All third parties we work with are required to uphold confidentiality and data protection standards.

4. How We Protect Your Information

We implement multiple safeguards to secure your data:

  • Encrypted client portals for document exchange
  • Password-protected systems with two-factor authentication (2FA)
  • Limited access to data on a need-to-know basis
  • Regular review of privacy practices and data handling procedures

Despite our best efforts, no method of electronic transmission is completely secure, and we cannot guarantee absolute security.

5. Your Rights and Choices

You have the right to:

  • Access, correct, or request deletion of your personal data
  • Withdraw consent for certain uses of your information
  • Ask about how your data is used and stored

To exercise these rights, contact us at sara@inkandledger.org.

6. Data Retention

We retain tax and personal information as required by law — typically a minimum of 3 years — and as needed to fulfill our service obligations. After that period, data is securely deleted or anonymized.

7. Cookies and Analytics

We may use cookies or tracking tools to analyze website performance. This data is used solely to improve our website experience and is not linked to your personal tax information.

You can adjust cookie settings in your browser preferences.

8. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors without parental consent.

9. newsletter and Email Communications

If you voluntarily subscribe to our newsletter, download a resource, complete a form, respond to an advertisement or marketing campaign, or otherwise provide your contact information through our website or promotional activities, we collect the information you provide (such as your email address) and use it to send newsletters, updates, educational resources, promotional offers, and other communications related to Ink & Ledger.

We will only send marketing communications where you have provided the necessary consent or where otherwise permitted by applicable law. You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in any marketing email. After unsubscribing, you may still receive necessary administrative or transactional communications related to your interactions with us.

We use MailerLite to manage and deliver our email communications. When you subscribe to our mailing list, your email address and relevant subscription information may be processed by MailerLite on our behalf. MailerLite may also process information about email delivery and engagement, such as whether an email was delivered, opened, or links were clicked, in order to operate and improve the email service.
For more information about how MailerLite processes personal information, please review its privacy policy.

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted to this page with a new effective date.

11. Contact Us

If you have any questions or concerns about this policy or your data, please reach out:

📧 sara@inkandledger.org
📍 Based in Texas (Fully Virtual Practice)