Privacy Policy

Effective Date: June 2025

LPB Tax and Accounting Services ("LPB," "we," "us") operates the State Notice Navigator web application. This Privacy Policy explains how we collect, use, store, and protect information you provide when using this service.

1. Information We Collect

We collect the following categories of information when you use State Notice Navigator:

• Full name and email address provided in the intake form
• State, tax type, notice type, tax period, and amount from your submission
• Payment information processed by Stripe (we do not store raw card data)
• Usage data such as pages visited and time on site

2. How We Use Your Information

• To generate your free summary and paid full action plan
• To send you a copy of your report and confirmation emails
• To process payments securely through Stripe
• To follow up if your analysis requires additional context
• To improve the accuracy and quality of our AI-assisted analysis

We do not sell your personal information to third parties.

3. Data Storage and Security

Your submission data is stored securely on our platform. Uploaded documents are stored in encrypted cloud storage. Payment transactions are handled entirely by Stripe and subject to Stripe's PCI-compliant security standards. We do not store payment card numbers.

4. Third-Party Services

We use the following third-party services:

• Stripe, payment processing (stripe.com/privacy)
• Base44, application platform and data infrastructure
• Calendly, appointment scheduling (calendly.com/privacy)

5. Your Rights

You have the right to:

• Request a copy of the data we hold about you
• Request correction of inaccurate information
• Request earlier deletion of your submission data before the automatic retention period expires
• Opt out of future marketing emails

To make any of these requests, email us at info@lpbservices.com with the subject line "Data Request."

6. Data Retention

We retain your data for different purposes and timeframes, explained below.

Structured submission data. The information you enter in the intake form (your name, email address, state, tax type, notice type, tax period, amount owed, your AI-generated free summary, and your paid Full Action Plan report) is retained for 12 months from the date of submission. This window allows you to continue accessing your report during that period. After 12 months, this structured data is automatically and permanently deleted. You do not need to request deletion. It happens automatically through our scheduled cleanup process.

Payment data. Payment transactions are processed by Stripe and are subject to Stripe's own retention policies. We do not store raw card numbers.

If you would like any of your data removed earlier than the timeframes described above, you may contact LPB Tax and Accounting Services at info@lpbservices.com to request earlier removal.

7. Contact

LPB Tax and Accounting Services
lpbservices.com
info@lpbservices.com