Lois Margolin, LLC.Concierge Accountant

DRAFT PENDING REVIEW BY A FLORIDA ATTORNEY

Privacy policy

Lois Margolin, LLC ("we") respects the privacy of visitors and clients. This page explains what we collect through loismargolin.com, the client portal and the website concierge, and how we use it.

What we collect

  • Information you type into forms: name, email, phone, business name and your message.
  • Documents you upload to the client portal.
  • Messages you send to the concierge. Do not share Social Security, bank or card numbers in the chat.
  • Basic, privacy-respecting analytics about pages visited.

How we use it

To answer you, schedule calls, deliver our services and send invoices. We do not sell personal information.

Payments

Payments are processed by Stripe. We never see or store your full card number.

Contact

4613 N University Dr #363, Coral Springs, FL 33067 · (954) 906-3393

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