Privacy Policy

Information we collect

We collect the information you give us in order to prepare tax returns and provide accounting services. That includes your name, address, contact details, Social Security numbers and other taxpayer identification numbers, income and expense records, bank and investment statements, and any documents you send us.

We also collect the mobile phone number you provide so we can send you service-related text messages.

How we use it

• To prepare and file your federal, state and local tax returns.
• To provide bookkeeping, payroll and advisory services you engage us for.
• To contact you about your account, appointments, document requests and the status of your return.
• To respond to IRS or state tax authority correspondence on your behalf, at your direction.

We do not sell your information, and we do not share it with third parties for their marketing purposes.

SMS text messaging

By providing your mobile number, you consent to receive text messages from Lenard Myers, CPA about appointment reminders, document requests, and the status of your tax return. Message frequency varies. Message and data rates may apply.

Reply STOP at any time to stop receiving messages, or reply HELP for assistance. You can also call us at (757) 997-1116 or email len@lenardmyerscpa.com to be removed from our messaging list.

Mobile opt-in data and consent are never shared with third parties or affiliates for marketing or promotional purposes.

How we protect it

Tax return information is held in confidence under professional standards and applicable federal and state law. Access is limited to the preparer and staff working on your account. Documents are stored in access-controlled systems, and records are retained as long as required by professional and legal standards.

Your choices

You may request a copy of the information we hold about you, ask us to correct it, or ask us to stop contacting you by text. Contact us at len@lenardmyerscpa.com or (757) 997-1116.

Contact

Lenard Myers, CPA
3245 Duquesne Dr
Chesapeake, VA 23321
Phone: (757) 997-1116
Email: len@lenardmyerscpa.com