Privacy Policy

Last updated: June 2025

LeDent Tax Experts (“we,” “us,” or “our”) respects your privacy. This notice explains what information we collect, how we use it, and the choices you have.

1. Information we collect

• Information you provide: your name, email address, phone number, and any details you input into our forms or upload through our secure client portal.

• Payment data: Stripe or PayPal processes your card details directly; we never store your full card numbers.

• Usage data: Squarespace analytics collects anonymized browser statistics, including the pages you visit, the type of device you use, and the referrer. No marketing or retargeting cookies are used.

2. How we use information

• Respond to inquiries and schedule appointments.

• Prepare and file tax returns or provide bookkeeping services as requested.

• Occasionally, send service updates or tax-season reminders (you can opt out at any time).

• Maintain internal records required by law.  

3. Sharing

We only share your data with trusted providers who assist us in running our business, such as Calendly, Stripe, and QuickBooks. We do this solely for the purposes mentioned above. We never sell or rent your information.

4. Data security & retention

Tax-related records are securely stored in encrypted cloud systems for at least three years, as per IRS Circular 230 guidelines. After this period, the records are deleted.

5. Your choices

• Access / deletion: email privacy@ledenttaxexperts.com to request a copy or deletion of your data.

• Cookies: basic analytics cookies are used; you can disable cookies in your browser.

6. Contact

If you have any questions about this policy, please email privacy@ledenttaxexperts.com or write to:

9171 Wilshire Blvd

Suite 500 PMB 9016

Beverly Hills, CA 90210