Privacy Policy

1. Introduction

Larson Gross (“we,” “us,” or “our”) is committed to protecting your privacy and safeguarding the personal and financial information you share with us. As a professional accounting firm headquartered in Washington State, we take our responsibility to protect client data seriously.

This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website or engage our accounting, tax, and advisory services.

Transparency and trust are central to our client relationships, and this policy reflects that commitment.

2. Information We Collect

We may collect personal information, including but not limited to:

  • Personal Identifiers: Name, mailing address, email address, phone number

  • Financial Information: Tax returns, income data, bank account details, Social Security numbers, tax identification numbers, and other financial records

  • Business Information: Entity records, financial statements, payroll information, and related documentation

  • Website Information: IP address, browser type, pages visited, and information submitted through website forms or cookies

We collect only the information necessary to provide professional services, communicate with you, and comply with legal and regulatory obligations.

3. How We Use Your Information

We use the information we collect to:

  • Provide accounting, tax preparation, advisory, and consulting services

  • Communicate with you regarding your engagement and ongoing services

  • Maintain accurate records and comply with federal, state, and professional requirements

  • Improve our website, systems, and client experience

  • Protect against fraud, unauthorized access, or misuse of information

We do not sell your personal information.

4. How We Protect Your Information

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal and financial information. These safeguards may include:

  • Secure client portals and encrypted systems

  • Limited access to sensitive information by authorized personnel only

  • Use of reputable technology and cloud-based service providers

  • Regular review of data security practices

While no data transmission or storage system can be guaranteed to be completely secure, protecting client information is a fundamental priority of our firm.

5. Sharing of Information

We may share personal information only in limited circumstances, including:

  • With trusted third-party service providers who assist us in delivering services (such as tax software, secure document storage, or practice management systems), all of whom are required to maintain confidentiality

  • As required to comply with applicable laws, regulations, subpoenas, or professional standards

  • With your consent or at your direction

We do not disclose personal information to third parties for their own marketing purposes.

6. Mobile Contact and SMS Data

If you provide your mobile phone number and consent to receive SMS communications from Larson Gross, we will use that information solely to deliver text messages related to your engagement. We will not sell or share your mobile opt-in data, consent information, or SMS messaging history with any third parties for their own marketing or promotional purposes. We may share mobile contact information with trusted service providers solely to facilitate the delivery of SMS messages on our behalf, but such providers are bound by confidentiality obligations and may not use the information for independent purposes.

7. Cookies and Website Analytics

Our website may use cookies or similar technologies to enhance functionality, analyze website usage, and improve user experience. You may choose to disable cookies through your browser settings, though doing so may limit certain website features.

8. Your Privacy Rights

Depending on your location and applicable law, including Washington State privacy and data protection laws, you may have certain rights regarding your personal information, such as the right to:

  • Request access to the personal information we maintain about you

  • Request correction of inaccurate or incomplete information

  • Request deletion of certain personal information, subject to legal, regulatory, and professional retention requirements

To exercise these rights, please contact us using the information below.

9. Data Retention

We retain personal and financial information for as long as necessary to provide services, comply with legal and professional obligations, and resolve disputes. Retention periods vary depending on the nature of the information and applicable laws and regulations.

10. Third-Party Links

Our website may contain links to third-party websites for your convenience. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy policies separately.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. Updates will be posted on this page with a revised “Last Updated” date. Your continued use of our website or services constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at 1-800-447-0177.

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Disclosures

“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

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Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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