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Privacy Policy & Accessibility Statement

Last Updates: 01/01/2025

Lotus Accounting and Tax Solutions
Email: info@lotustaxes.com

Lotus Accounting and Tax Solutions (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy and accessibility rights of our clients, website visitors, and users of our tax and accounting services. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services, in accordance with applicable federal laws and the laws of the State of Wisconsin.

Information We Collect

Information You Provide to Us

We may collect personal and business information that you voluntarily provide, including:

  • Name and contact details (email, phone number, address) 
  • Business name and EIN
  • Financial and tax-related information
  • Documents uploaded through secure portals
  • Payment information (processed through third-party providers)
  • Any information sent via email to info@lotustaxes.com
     

Information Automatically Collected

When you access our website, we may automatically gather:

  • IP address
  • Browser type and version
  • Pages visited
  • Time and date of visits
  • Cookies or similar tracking technologies
     

This information is used for analytics, website performance, and security.

How We Use Your Information

We use the information we collect to:

  • Provide tax preparation, accounting, consulting, and related services  
  • Communicate with you about services, updates, or deadlines  
  • Maintain accurate business and tax records  
  • Respond to inquiries sent to info@lotustaxes.com 
  • Improve website functionality and user experience  
  • Comply with federal, state, and regulatory requirements  


How We Protect Your Information

We implement administrative, technical, and physical safeguards to protect your personal and financial data, including:

  • Secure storage and encrypted document handling  
  • Restricted employee access to client information  
  • Secure communication channels and/or client document portals  
  • Routine software and systems security updates  

Although we take reasonable measures, no online transmission or storage system is completely secure.


Sharing and Disclosure of Information

We do not sell or rent your personal information.We may disclose information only in the following circumstances:

  • Service Providers: Third-party vendors who assist with secure document storage, payment processing, email communication, or accounting software  
  • Regulatory and Legal Requirements: IRS, Wisconsin Department of Revenue, or other authorities when required by law  
  • Professional Obligations: As necessary to uphold accounting and tax-preparer standards or respond to audits  
  • Business Transfers: If the company undergoes a merger, acquisition, or restructuring  

All third-party partners are required to maintain confidentiality and comply with privacy standards.


Cookies and Tracking Technologies

We may use cookies or analytics tools (such as Google Analytics) to:

  • Improve website performance  
  • Understand visitor behavior  
  • Enhance user experience  

You may disable cookies in your browser settings, though some website features may not function correctly.


Accessibility Statement

Lotus Accounting and Tax Solutions is committed to ensuring that our website and services are accessible to all individuals, including people with disabilities. We strive to follow best practices aligned with the Web Content Accessibility Guidelines (WCAG) 2.1, which include:

  • Providing text alternatives for images and visual content  
  • Ensuring proper color contrast  
  • Maintaining consistent, logical page structure and navigation  
  • Supporting screen readers and assistive technologies  
  • Ensuring that forms, links, and interactive elements are keyboard-accessible  


Ongoing Efforts

We regularly evaluate our website and digital content to improve accessibility and address usability concerns. If any accessibility barriers are identified, we work promptly to correct them.


Requesting Assistance

If you experience difficulty accessing any part of the website or if you require accommodations, please contact us:

Email: info@lotustaxes.com Subject Line: Accessibility Support In your message, please provide:

  • A description of the issue  
  • The web page or content you were attempting to access  
  • Any assistive technology you are using (e.g., screen reader, magnifier)  

We will make reasonable efforts to address your needs and provide the information or service you require.



Your Rights and Choices (Wisconsin-Specific)

Wisconsin does not currently have a comprehensive consumer privacy law; however, we provide the following options:

  • Request access to the information we have about you  
  • Request corrections to your personal data  
  • Request deletion of data where legally permissible  
  • Opt out of marketing communications  

Submit requests to info@lotustaxes.com


Data Retention

We retain client records and tax-related documents in accordance with:

  • IRS retention guidelines  
  • Wisconsin Department of Revenue requirements  
  • Professional accounting and tax-preparer standards  

When records are no longer required, we securely delete or destroy them.


Third-Party Links

Our website may contain links to third-party websites or financial tools. We are not responsible for their privacy practices or content. Visitors are encouraged to review their privacy policies.


Children’s Privacy

Our services are intended for adults and business entities. We do not knowingly collect information from individuals under 18 years of age.


Changes to This Privacy Policy

We may update this Privacy Policy periodically. Any updates will be posted on this page with the revised “Last Updated” date. Continued use of the website or our services constitutes acceptance of the updated terms.


Contact Us

If you have questions about this Privacy Policy or accessibility, contact us at:Lotus Accounting and Tax Solutions Email: info@lotustaxes.com 

Copyright © 2025 Lotus Taxes - All Rights Reserved.

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