Legacy Finance

Privacy Policy

Last Updated: January 2026

Legacy Finance LLC (“Legacy Finance,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information.

Information We Collect

We may collect the following types of information:

Personal information (name, phone number, email address, mailing address)

Financial and tax-related information provided for service delivery

Communication data (emails, texts, and call records)

Website usage data (IP address, browser type, pages visited)

How We Use Your Information

We use your information to:

Provide tax preparation and financial services

Communicate with you about your account, appointments, and documents

Send service-related text messages and notifications

Improve our services and customer experience

Comply with legal and regulatory requirements

Text Messaging & Consent

By providing your phone number, you consent to receive SMS messages from Legacy Finance related to your services. Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP. Reply HELP for assistance.

We do not sell, rent, or share your personal information with third parties for marketing purposes.

Cookies & Tracking Technologies
We may use cookies and similar tracking technologies to enhance your experience on our website, analyze site traffic, and understand how users interact with our services. These technologies may collect information such as your IP address, browser type, device information, and pages visited. You may control or disable cookies through your browser settings; however, some features of the site may not function properly without them.

Data Security

We implement administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure.

Third-Party Services

We may use trusted third-party providers (e.g., CRM, payment processors, portals) to deliver services. These providers are required to maintain the confidentiality of your information.

Your Rights

You may request access to, correction of, or deletion of your personal information by contacting us.

Legacy Finance LLC
991 Providence Hwy

Norwood, MA 02062
[email protected]
888.933.9898