Lifeline Financial Solutions
Privacy Policy
Last updated: September 16, 2026
This policy explains how Lifeline Financial Solutions, LLC collects, uses, protects, and shares information when you use our website, secure portal, and tax preparation services.
Information We Collect
We may collect contact information, identity information, tax records, income and business information, dependent information, payment and banking details, uploaded documents, messages, signatures, device information, and records required to prepare or support tax filings.
How We Use Information
We use information to respond to inquiries, provide tax preparation and related services, verify identity, communicate about your account, process authorized payments, maintain required records, prevent fraud, improve our services, and comply with legal and professional obligations.
How We Share Information
We may share information with tax agencies, authorized financial-product providers, payment processors, technology and security providers, professional advisers, and other service providers only as reasonably necessary to deliver requested services or comply with law. We do not sell taxpayer information.
Taxpayer Information
Tax return information is handled according to applicable federal and state requirements. We do not use or disclose tax return information for unrelated purposes without any consent required by law.
Security
We use administrative, technical, and physical safeguards designed to protect information. No online system can guarantee absolute security. Do not send Social Security numbers, banking information, or tax documents through ordinary email or public contact forms; use the secure client portal.
Retention and Your Choices
We retain records for business, professional, and legal purposes. You may request access, correction, or deletion of eligible information by contacting us, although some records must be retained by law or professional requirements.
Contact
Questions about this policy may be sent to info@lifelinefinancialsolutions.com or directed to (757) 405-6962.