Privacy Policy

At Lieberman Accounting Services, our mission is to help small business tackle the overwhelm of tax preparation to thrive in their business. And to fulfill this mission, we collect information about you, our:

- Customers using Lieberman Accounting Services to assist their business

- Visitors to Lieberman Accounting Services websites, or anyone contacting us for support

Your privacy is important to us. This privacy policy (this “Privacy Policy”) outlines how we at Lieberman Accounting Services collect, use, disclose, and safeguard your personal information. We also describe the rights you have over your information.

Please read this Privacy Policy carefully. By using the Services (as defined below), you acknowledge that you have read, understand, and agree to be legally bound by this Privacy Policy and other policies incorporated herein by reference.

‍This Privacy Policy was last updated and is effective on December 10, 2023.

‍Lieberman Accounting Services reserves the right to modify this Privacy Policy at any time, in our sole discretion. We may modify this Privacy Policy by providing notice via one of the following methods: (i) by email to the email account used by you to access the Services, (ii) by updating the "last updated" date listed above, or (iii) by your acknowledgement as part of your login to the Services. By continuing to use the Services you confirm that you agree to the modified Privacy Policy. If you do not agree with the changes to the Privacy Policy, you should stop using the Services and close your account within 30 days of the change.

‍Our services and how this Privacy Policy applies

This Privacy Policy applies to our Services, and other interactions you may have with us, such as visiting our website, customer service inquiries, etc. By using our Services, or otherwise interacting with Lieberman Accounting Services, you agree to the collection and use of your personal information in accordance with this Privacy Policy. Personal information is any information or data relating to you that may be used to identify you, either directly or indirectly, or to contact you.

When using our Services, you may decide to share your data and any related personal information with a third-party service of your choice (for example, your payroll company). Any processing of your information by these third parties is governed by their own privacy policies and terms. We recommend you carefully review their privacy policies and terms, as Lieberman Accounting Services is not responsible for such third-party services.

Some of the Services are made available to you by our third-party affiliates. Personal information supplied by you through the Services to our third-party affiliates will be governed by this Privacy Policy. Our Services are not intended for use by children and should only be accessed by individuals who are at least 18 years old and are using the Services for business purposes. If we learn that we have inadvertently collected personal information of persons under the age of 18 years old, we shall immediately take steps to delete the information as soon as possible.

‍What information we collect about you and why 

Customers

‍If you are a Customer working with Lieberman Accounting Services to assist your business, we collect and use your personal information to provide you with our Services. We collect the following personal information when you sign up for our services, when you use our Services, or when you otherwise provide us information. Generally, we need this information for you to be able to use our Services.

‍Visitors

‍We collect the following personal information about you when you visit our website or contact Lieberman Accounting Services support: Personal information like your name and email address, information about how you access our Services, including information about the device and browser you use, your network connection, your IP address, and details about how you browse through our apps and sites, including search terms you may enter, like your name, address, email address.

How we use your information

‍We use the personal information we collect from you to provide you with our Services, to fulfill a contractual obligation (for example, to process your tax return processing payments), to improve our Services or where we need your personal information for a legitimate business interest. 

These legitimate interests include: verifying your or your business’ identity, preventing risk and fraud (for example, to detect and protect Lieberman Accounting Services and other third parties against error, negligence, breach of contract, fraud, theft and other illegal activity, and to audit compliance with Lieberman Accounting Services' policies and contractual obligations) answering questions or providing other types of support, providing, securing, debugging and improving our Services and website, providing reporting and analytics, testing out features or additional services, assisting with marketing, advertising, or other communications, understanding your needs and eligibility for products and services, complying with legal and regulatory requirements, enforcing our Terms of Use and / or compliance with this Privacy Policy.

We may also collect and use your personal information for any other purpose to which you consent. We only collect the personal information we consider necessary for achieving these purposes. We may use information that is aggregated or de-identified so that it is no longer reasonably associated with an identified or identifiable natural person for any business purpose.

‍Your use of others’ personal information

‍In using our Services, you may provide us with the personal information of others (for example, the names and addresses of your clients or employees). Legally speaking, we are only a “service provider” of such information.As your service provider, we only process (collect, use, disclose, etc.) such information as directed by you for the exclusive purpose of providing you our Services. For example, we will never use your customers’ or employees’ information to independently market or advertise to them unless they are also using our Services directly. We also do not and will not “sell” your customers’ information.You are responsible for the personal information of others that you disclose to us via our Services and for ensuring that your instructions regarding the processing of such information complies with applicable data protection laws.

‍Your rights over your information

‍Depending on your use of our Services and where you reside, you may have the right to request access to, correct, amend, delete, or object to certain uses of your personal information (for example, by unsubscribing from direct marketing emails).We strive to provide you with the ability to exercise these rights yourself via our Services. For example, you can access, update and correct most of your information from your account settings pages. If you cannot exercise a particular right via our Services, you can always email us at jason@liebermanaccountingservices.com. 

Please note that if you send us a request relating to your personal information, we have to make sure that it is you before we can respond. In order to do so, we may ask to see documentation verifying your identity. Please also note that there is a difference between the information we decide to collect for our own purposes (for example, collecting tax information) and the information our Customers and Clients direct us to store or process via our Services (for example, names of employees or clients). 

If you are an individual who wishes to exercise your rights over information that one of our Customers or Clients may be storing or processing via our Services for their own purposes, you will need to contact the Customer or Client directly. In this scenario, we are only a service provider acting at their direction, and we cannot decide how to process their information.

‍When and why we share your information with others

‍We restrict access to your information to authorized employees and contractors and only share your personal information with third parties in the following circumstances.We may also share your personal information with the following categories of third parties for certain other business purposes:

‍Other Service Providers, Partners, Contractors or Vendors

For analytics and reporting, marketing and advertising, auditing, communicating with you, managing our customer database, and providing you with professional services.

‍Successor Entities

If we merge with or are acquired by another company, are involved in a bankruptcy, or if the ownership or control of all or part of our Services or their assets changes, information about you may be transferred to such entities.

‍Law Enforcement, Government Agencies, and Professional Advisors

‍To prevent or investigate suspected fraud, threats to physical safety, illegal activity, or violations of a contract or our policies, or to comply with a law or regulation, or if we are otherwise legally required to do so, such as in response to a court order or legal process, or to establish, protect, or exercise our legal rights or to defend against legal claims or demands.

‍Where your data resides and international data transfers

‍Our Services are managed by our team. We rely on our internal network to maintain your privacy of your information. All of your information and services provided are located in the United States. 

‍Data retention

‍Lieberman Accounting Services is a United States company, serving US persons and businesses, and as such, we and our third party affiliates may be subject to various legal compliance and reporting obligations that require us to retain your personal information for a specific periods of time which may be beyond the time when you stop using the Services.

‍How we protect your information

‍We maintain industry standard security safeguards to protect your information and ensure its confidentiality, integrity and availability. While we do our best to protect your information on our platform, we cannot guarantee absolute security of your personal information.

‍How we use cookies and other tracking technologies

‍We use cookies and similar tracking technologies on our website and when providing our Services. 

Changes to this Privacy Policy

‍We may make changes to this Privacy Policy at any time to reflect updates to our Services, applicable laws, and other factors. We will notify you as outlined above when we make any material changes, but we encourage you to stay informed by reviewing this policy periodically.

How you can reach us

‍If you would like to ask about, make a request relating to, or complain about how we process your personal information, you can contact us by email at jason@liebermanaccountingservices.com.