Privacy Policy
Lomax Bookkeeping ensures your data remains confidential and secure. This policy explains how Lomax Bookkeeping handles personal information when you visit our website, request a consultation, or communicate with us about the website. This Policy does not replace an engagement letter or other terms governing client bookkeeping, payroll, tax-related, or financial records. Those records may also be governed by your service agreement, applicable law, and the systems used for client work.
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At a glance:
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Inquiry information supports consultations, website operations, and security.
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We do not sell personal information or use it for behavioral advertising.
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Use an agreed secure method - not a general contact channel - for sensitive financial records.
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Effective Date: April 1, 2026
How We Handle Your Data
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What We Collect
Client Information
- Contact information like email and phone numbers gathered through our intake and scheduling forms.
- Securely exchanged business ledgers and bank statements for accurate record keeping via the cloud based bookkeeping platform.
- Specific tax identification details necessary for California regulatory compliance.
- Employee payroll information required for processing accurate disbursements and 1099s.
Digital Site Metrics
- Servers automatically capture technical data including IP addresses, browser type, and operating systems to protect our digital infrastructure.
- Our website may use third-party hosting, scheduling, and analytics features under their own privacy notices.
- We use cookies and similar technologies to operate the site, remember choices, and prevent abuse.
- We do not currently sell or share personal information for cross-context behavioral advertising.
The website is intended for business owners and adults, not children under 13. We do not knowling collect personal information from children under 13 through the website. Contact us if you believe a child has provided information so we can review and, where appropriate, delete it.
How Data is Used
Information collected allows Lomax Bookkeeping to deliver precise financial oversight for our California business partners. We utilize your records to perform essential reconciliation, prepare clean financial statements, and manage account cleanup within QuickBooks Online. Beyond daily operations, this data assists in ensuring your company remains compliant with local and federal tax laws. We also utilize contact information to provide periodic financial insights and important administrative alerts regarding your account status. Your information is never sold; it is strictly used to facilitate the professional bookkeeping services requested and to improve the efficiency of our financial reporting systems.
Retention and Security
We retain website-related personal information as long as reasonably necessary to respond to inquiries, maintain business and tax records, resolve disputes, enforce agreement, and meet legal obligations. All processed data remains strictly within the United States. Periods vary by the information, our relationship with you, and applicable requirements.
We use reasonable administrative, technical and physical safeguards appropriate to the nature of the information we handle. Data Storage & Protection All client and website data is stored in secure, access-controlled systems. We use industry-standard safeguards, including encryption in transit (such as HTTPS) and restricted access based on role and business need. While no method of transmission or storage is 100% secure, we continuously review and update our practices to protect your information.
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Additional Security Measures for Payroll and Sensitive Data For payroll and other highly sensitive financial information, we apply enhanced safeguards such as limited personnel access, secure credential management, locking cabinets, and shredders. We never share your payroll or banking details with third parties except as required to process payments, comply with law, or support core bookkeeping and payroll services. You are responsible for using caution when deciding what information to send through ordinary website or email channels.
Your Rights
You may contact us to request access to, correction of, or deletion of website-related personal information associated with you. We will consider and respond to requests as required by applicable laws, and may need to verify your identity. Legal exceptions may permit or require us to retain certain information.
Policy Updates
We may update this Policy from time to time. The revised version will be posted on the website with a new effective date. If a change is material, we will provide a more prominent notice on the website or use another appropriate method, as required by law.
Contact Us
lomaxbookkeeping06@gmail.com
(951) 212-2880