Skip to main content Scroll Top
19th Ave New York, NY 95822, USA
Join Now

Privacy Policy

Privacy Policy

Lynn D Boster, CPA APC

Effective Date: 08/20/2026
Last Updated: 08/20/2026

Lynn D Boster, CPA APC (“we,” “us,” “our,” or the “Firm”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website https://ldb.cpa/ (the “Site”) or otherwise interact with us, including through a consultation request, contact form, phone, text, WhatsApp, or video call.

By using the Site, you agree to the terms of this Privacy Policy. If you do not agree, please do not use the Site.

1. Information We Collect

a. Information You Provide Directly

When you contact us through the Site — for example, by requesting a consultation, filling out a contact form, or scheduling an appointment — we may collect:

  • Name, email address, phone number, and mailing address
  • Country of residence and citizenship status (relevant to our U.S. international tax services)
  • General description of your tax or accounting inquiry
  • Any documents or information you voluntarily submit in connection with a consultation request

We do not collect sensitive financial account numbers, Social Security Numbers, or tax documents through the Site itself. Any such information is exchanged only through secure, dedicated channels once an engagement has been established (e.g., a secure client portal, encrypted email, or in person).

b. Information Collected Automatically

When you visit the Site, certain information may be collected automatically, including:

  • IP address, browser type, and device information
  • Pages viewed, time spent on pages, and referring/exit URLs
  • General geographic location (city/country level, derived from IP address)

This information is typically collected through cookies, web beacons, and similar tracking technologies, and/or through analytics tools such as [INSERT: e.g., Google Analytics].

c. Cookies

The Site may use cookies and similar technologies to operate correctly, remember preferences, and understand how visitors use the Site. You can control or disable cookies through your browser settings; doing so may affect some functionality of the Site.

2. How We Use Your Information

We use the information we collect to:

  • Respond to consultation requests and inquiries
  • Schedule and manage appointments
  • Communicate with you about our services
  • Improve and maintain the Site
  • Comply with applicable legal, regulatory, and professional obligations
  • Protect against fraud, unauthorized transactions, and other liabilities

We do not sell your personal information.

3. Professional Confidentiality

If you become a client of the Firm, information you share in connection with the preparation of tax returns or provision of accounting/consulting services is additionally protected by applicable professional confidentiality obligations under IRS regulations (including IRC § 7216) and applicable state accountancy rules, which govern the use and disclosure of tax return information separately from this website Privacy Policy. Nothing on this Site is intended to establish an accountant-client relationship; that relationship begins only upon a signed engagement agreement.

4. How We Share Information

We do not sell or rent your personal information to third parties. We may share information in the following limited circumstances:

  • Service Providers: With third parties who perform services on our behalf (e.g., website hosting, email delivery, scheduling tools, analytics providers), who are authorized to use your information only as necessary to provide those services.
  • Legal Requirements: When required to do so by law, subpoena, or other legal process, or to protect the rights, property, or safety of the Firm, our clients, or others.
  • Business Transfers: In connection with a merger, acquisition, or sale of Firm assets, subject to standard confidentiality protections.

5. International Visitors

Because the Firm serves U.S. taxpayers and citizens living around the world, the Site may be accessed from outside the United States. By using the Site, you understand that your information may be transferred to, stored, and processed in the United States, where data protection laws may differ from those in your country of residence.

6. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain personal information collected through the Site for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required by law or applicable professional recordkeeping requirements.

8. Your Choices and Rights

Depending on your state or country of residence, you may have rights regarding your personal information, which may include the right to:

  • Request access to the personal information we hold about you
  • Request correction or deletion of your personal information
  • Opt out of certain uses of your information

To exercise any of these rights, contact us using the information in Section 12 below. Residents of California and other jurisdictions with applicable privacy laws may have additional rights; we will respond to verified requests consistent with applicable law.

9. Third-Party Links

The Site may contain links to third-party websites, including the IRS or state tax authority websites. This Privacy Policy does not apply to those third-party sites, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party site you visit.

10. Children’s Privacy

The Site is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date. We encourage you to review this page periodically.

12. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Lynn D Boster, CPA APC
251 S Lake Ave, Suite 800, Pasarroyo, Pasadena, CA 91101
Phone: [INSERT PHONE]
Email: [INSERT EMAIL]