Your Information Deserves Care

Last updated: August 31, 2026

Information You Choose to Provide

When you request a consultation or contact Legacy Accounting & Advisory Group, you may provide your name, email address, phone number, client type, service needs, preferred contact method, and a short message. The consultation form prepares a message in your email application; the website does not store the form contents.

How We Use Information

Legacy uses the information you provide to respond to your inquiry, discuss requested services, arrange a consultation, and communicate about a potential or existing professional relationship. We do not sell personal information.

Do Not Send Sensitive Information

Do not send Social Security numbers, taxpayer-identification numbers, bank or payment details, tax documents, login credentials, or other sensitive financial information through the website form or ordinary email. When document exchange is necessary, Legacy will provide separate instructions for an appropriate secure method.

Email and Service Providers

Messages sent through your email application are handled by your email provider and Legacy’s email provider under their respective privacy and security practices. Website hosting, security, and performance providers may process limited technical information, such as IP address, browser type, requested pages, and timestamps, to deliver and protect the website.

Information Sharing and Retention

Legacy may share information with service providers that support website hosting, communications, security, or professional services, and when required by law. Information is retained only as long as reasonably necessary for the purpose for which it was collected, professional obligations, security, dispute resolution, or legal requirements.

No Professional Relationship Through This Website

Submitting an inquiry does not create a client relationship. A professional relationship begins only after Legacy confirms the engagement and both parties complete the required engagement documentation. Website content is general information and is not tax, accounting, legal, investment, or other professional advice.

Your Privacy Questions

To ask about this policy or information you have provided, call (347) 622-1108 or email legacyaag@gmail.com.