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Lindsay Tax Consulting and Strategic Advisory
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Lindsay Tax Consulting and Strategic Advisory
About
Services
Tax Planning
Pricing
Client Checklist
Contact
English
About
Services
Tax Planning
Pricing
Client Checklist
Contact
English
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Privacy Policy

Effective October 15, 2026

Lindsay Tax Consulting and Strategic Advisory respects your privacy and is committed to handling personal information responsibly.

Information You Provide

If you contact us through our website contact form or by email, we receive the information you choose to provide, such as your name, email address, the content of your inquiry, and any other information you choose to include.

Please do not send Social Security numbers, banking information, tax documents, or other highly sensitive financial information through ordinary email unless specifically instructed. When secure documents are needed, we may provide a more secure method of transmission.

Information Collected Automatically

Our website and hosting provider may automatically receive limited technical information, such as IP address, browser or device type, referring page, and basic server logs used for website operation, security, and troubleshooting.

How We Use Information

We may use information you provide to respond to inquiries, schedule consultations, evaluate whether we can assist you, provide services after an engagement begins, maintain business records, protect the security of our systems, and comply with applicable legal and professional obligations.

Sharing of Information

We do not sell personal information. Information may be shared with service providers when reasonably necessary to operate our business or provide requested services, such as website hosting, email, secure file transmission, tax software, or other professional service platforms, subject to applicable confidentiality requirements.

Tax Return Information

Tax return information received in connection with tax preparation or related services is handled in accordance with applicable federal law and professional confidentiality requirements, including restrictions on the use and disclosure of tax return information.

Cookies and Tracking

Our website may use cookies and similar technologies to support website functionality, security, and performance, and to understand how visitors use our website. These technologies may be provided by Squarespace and other website service providers.

You may manage or disable cookies through your browser settings. Please note that certain website features may not function properly if cookies are disabled.

Information Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of electronic transmission or storage can be guaranteed to be completely secure.

Third-Party Services and Links

If this website links to third-party websites or uses third-party service platforms, those services operate under their own terms and privacy practices. We are not responsible for the privacy practices of third parties.

Changes and Contact

We may update this Privacy Policy from time to time. The current version will be posted on this website. Questions may be directed to: contact@lindsaytaxconsulting.com.

Lindsay Tax Consulting and Strategic Advisory

New York-based | Serving clients nationwide | Virtual appointments available | English & Chinese
Email: contact@lindsaytaxconsulting.com
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