Privacy Policy

Effective Date: February 24, 2026

1. Introduction

Welcome to Stephens & Lawson CPAs ("we", "our", "us"). We are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website sandlcpas.com, including any other media form, media channel, mobile website, or mobile application related or connected thereto (collectively, the "Site"). Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the Site.

2. Information We Collect

We may collect information about you in a variety of ways. The information we may collect on the Site includes:

• Personal Data: Personally identifiable information, such as your name, mailing address, email address, and phone number, that you voluntarily give to us when you choose to participate in various activities related to the Site — including any information you provide to us through the contact form included on this website, when submitting a job application, or when communicating with us directly.
• Derivative Data: Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site.
• Financial Data: Financial information, such as data related to your payment method (e.g., valid credit card number, card brand, expiration date) that we may collect when you purchase, order, return, exchange, or request information about our services from the Site. We store only very limited, if any, financial information that we collect. Otherwise, all financial information is stored by our payment processor, Clover, and you are encouraged to review their privacy policy and contact them directly for responses to your questions.

3. How We Use Your Information

Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to:

• Create and manage your account.
• Process your transactions and send related information, including payment confirmations and invoices.
• Respond to your customer service requests.
• Send you email correspondence related to our services.
• Compile anonymous statistical data and analysis for use internally or with third parties.
• Request feedback and contact you about your use of the Site.
• Monitor and analyze usage and trends to improve your experience with the Site.

4. Disclosure of Your Information

We may share information we have collected about you in certain situations. Your information may be disclosed as follows:

• By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation.
• Third-Party Service Providers: We may share your information with third parties that perform services for us or on our behalf, including data analysis, email delivery, hosting services, customer service, and marketing assistance.
• Affiliates: We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy.

4a. We Do Not Sell Your Information

We do not sell, trade, rent, or otherwise transfer your personal information to outside parties for marketing or commercial purposes. Your information is used solely to provide and improve our services to you.

5. Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse. Any information disclosed online is vulnerable to interception and misuse by unauthorized parties. Therefore, we cannot guarantee complete security if you provide personal information.

6. Your Choices

You may at any time review or change the information in your account or terminate your account by:

• Contacting us using the contact information provided below.

If you no longer wish to receive correspondence, emails, or other communications from us, you may opt-out by: contacting us using the contact information provided below.

7. Children's Privacy

We do not knowingly solicit information from or market to children under the age of 13. If you become aware of any data we have collected from children under age 13, please contact us using the contact information provided below.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Effective Date" at the top of this Privacy Policy. The updated version will be effective as soon as it is accessible. We encourage you to review this Privacy Policy frequently to be informed of how we are protecting your information.

9. Contact Us

If you have questions or comments about this Privacy Policy, please contact us at:

Stephens & Lawson CPAs
5135 Dixie Hwy., Suite 15
Louisville, KY 40216
Email: Contact Us Online
Phone: +1 (502) 448-4376