Legal

Privacy Policy

A plain-language summary of how information submitted through this website is handled.

Information collected

This website may collect basic information you voluntarily submit through the contact form, such as your name, email address, and the content of your message.

Cookies and similar technologies

The website may use cookies or similar technologies for basic functionality, security, analytics, or site performance.

How information is used

Information submitted through the website is used to respond to your inquiry and to evaluate whether Lagniappe Tax Group LLC is a good fit for your situation.

Please do not send sensitive documents

Do not submit Social Security numbers, tax returns, financial account information, or other sensitive tax documents through the public contact form or ordinary email.

Sensitive tax documents should be exchanged only through the firm’s approved secure client portal or secure upload process.

Client portal privacy

This public website Privacy Policy applies to information collected through the Lagniappe Tax Group website. The separate secure client portal may be subject to its own privacy, security, and platform terms.

Retention

Information submitted through the website may be retained for as long as reasonably necessary to respond to inquiries, evaluate prospective-client fit, maintain business records, and comply with legal or regulatory obligations.

Service providers

The website may use ordinary hosting, security, analytics, or form-processing providers that may process limited technical information, such as IP addresses or browser details, in the course of delivering and protecting the site.

No sale of information

Information collected through this website is not sold to third parties.

Updates

This policy may be updated from time to time. The version posted here is the version in effect.

Questions

Privacy questions may be directed to info@lagniappetax.com.

Effective Date: September 14, 2026