Lyssa PhiferPrivacy Policy
Last updated October 21, 2026
Lyssa Phifer Tax and Accounting Services LLC ("we," "us") respects your privacy. This policy explains what information we collect, how we use it, and the choices you have.
Information we collect
- Contact details you give us, such as your name, email address, phone number, and mailing address.
- Messages you send us by text, email, or through this website.
- Documents and financial information you provide so we can prepare your tax returns and provide accounting services.
- Appointment details when you book a meeting.
How we use your information
- To prepare and file tax returns and provide accounting services.
- To respond to your questions and schedule appointments.
- To send appointment reminders, document requests, and tax deadline reminders.
- To meet our legal and professional obligations.
Text messaging
We do not sell, rent, or share your mobile phone number or text messaging consent with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent are never shared with any third party.
We use your phone number only to communicate with you about our services. You can opt out of text messages at any time by replying STOP. See our SMS Terms for details.
How we protect your information
We use safeguards designed for tax professionals, including encrypted storage, multi-factor authentication, and access limited to our practice. Tax documents are collected through secure upload links. Please never send Social Security numbers, tax forms, or bank details by text message or regular email.
Who we share information with
We share your information only as needed to provide our services, such as with the IRS and state tax agencies when filing your return, and with service providers that help us operate our practice (for example, our secure messaging and file storage providers). These providers may only use your information to perform services for us. We do not sell your personal information.
Your choices
You may ask us to update or correct your information, or stop sending you text messages or emails, at any time. Some records must be kept for a period of time to meet legal and professional requirements.
Contact us
Lyssa Phifer Tax and Accounting Services LLC
133 Southeast Ashley Oaks Way, Stuart, Florida 34997
lyssa.phifer@lyssaphifercpa.com
(772) 262-4758