LLDS Policies & Procedures

Important: The information on this website is for general guidance only. It is not legal, tax, or accounting advice. Services begin only after LLDS confirms scope and payment and, where required, you sign engagement/e-file forms. Policies may change—see the “Last Updated” date below.

Loyd Legacy Development Services Inc. (“LLDS”) provides professional tax preparation, bookkeeping, formation/branding, and advisory services. Content on this site is for general information and marketing. We begin work only after we confirm your service, receive required payments/deposits, and (when applicable) you sign our engagement and IRS e-file authorization forms.

By using our site, booking services, submitting forms, or uploading documents, you acknowledge and agree to:

our Terms of Service, Privacy Policy, and Booking/Refund Policy;
our IRS §7216 Consent (tax clients) for using/disclosing tax return information solely to provide the services you request;
receiving transactional communications (email/SMS) about your scheduling, deliverables, and signatures (you can opt out of marketing at any time).

We use cookies/analytics as described in our Cookie Policy. Third-party links and tools we reference are outside our control; review their policies independently. We maintain a Written Information Security Program appropriate to our size and services, but no system is 100% secure—please avoid sending sensitive data outside our secure channels.

LLDS may update policies and this notice at any time. Continued use means you accept the current versions. If any term here conflicts with a signed engagement letter for a specific service, the engagement letter controls for that service.

Jurisdiction. This site is intended for U.S. users. Our services are governed by the laws of Missouri (venue: Jackson, Missouri, unless your engagement letter states otherwise.

For accessibility help or policy questions, contact loydlegacy.com. If you need an alternate format (large print or plain-text email), let us know.

Privacy Policy

Last updated: December 1st, 2025
Company: Loyd Legacy Development Services Inc. (“LLDS”, “we”, “us”)
Contact: [cloyd@loydlegacy.com]

What we collect. Contact info; IDs (for verification); documents you upload (e.g., W-2/1099); service usage; cookies/analytics; payment metadata (processed by our vendors—no card data stored by us).

How we use it. To provide services (tax prep, bookkeeping, branding), process payments, communicate, secure our systems, comply with law, and improve the site.

Sharing. With contracted providers (e-signature, payments, hosting, email/SMS, tax/bookkeeping software). We disclose if required by law or to protect rights. We do not sell personal information.

Retention. We keep workpapers at least 3 years (see Record Retention). Marketing data kept as needed; you may request deletion.

Your choices. Opt-out of marketing; manage cookies; update info via cloyd@loydlegacy.com

Security. We maintain administrative, technical, and physical safeguards. No system is 100% secure.
Children. Not for under 13.
International. If outside the U.S., you consent to U.S. processing.
Changes. We may update this Policy; we’ll post a new date.

Terms of Service

Acceptance. By using our site/services, you agree to these Terms.
Services. Tax prep and advisory; bookkeeping/cleanup; business formation/branding; consulting. Certain services require an engagement letter.
Your responsibilities. Provide complete/accurate information on time; review/approve drafts before filing; keep your records.
Fees & payment. Prices per our menu/quotes. Invoices due upon receipt. Deposits may be required (see Booking Policy). No chargebacks for approved work.
Scheduling & cancellations. See Booking/Refunds.
IP. Our content, templates, and brand assets remain our IP; paid deliverables are licensed for your business once paid in full.
No guarantees. Outcomes (e.g., refunds/funding/awards) not guaranteed.
Liability limit. Max liability is the fees you paid for the affected service; no indirect/consequential damages.
Indemnity. You’ll indemnify LLDS for losses arising from your breach/misuse.
Law & venue. Governed by Missouri ; venue Jackson, Missouri
Changes. We may update Terms; continued use = acceptance.

IRS §7216 Consent (Tax Clients)

By checking the consent box at intake/booking, you authorize LLDS to use and disclose your tax return information to provide the services you request (preparation, e-file, bookkeeping, advisory) for up to one (1) year from consent. You may revoke in writing anytime. We do not sell tax return information.

Booking, Cancellation & Refund Policy

Deposit. [ $49 ] to reserve; credited to your fee.
Docs due. Upload required documents [24 hours] before your slot.
Turnaround. 1040: 48–72h after complete docs/e-signs. Schedule C: 3–5 business days.
Reschedule/cancel/no-show. Free reschedule ≥ [24h]. Late cancel (<24h) → deposit becomes a fee. No-show → deposit forfeited. If we reschedule, deposit remains creditable/refundable.
Refunds. Non-refundable once work begins (doc review/data entry). Cancel before work starts: refund less [10%] admin fee.
E-file. We file only after your review/approval and e-signature (e.g., 8879/8453).

Cookie Policy

We use cookies for functionality, analytics, and personalization.
Types. Strictly necessary; performance/analytics; preferences; advertising (if enabled).
Control. Use Manage Cookies to adjust; you can also clear cookies in your browser.
Do Not Track. We currently do not respond to DNT signals.

Accessibility Statement

LLDS commits to WCAG 2.1 AA where practicable. If you need assistance or find an accessibility issue, contact [support@lldsinc.com] or call [(XXX) XXX-XXXX] with the page URL and description; we’ll provide the content in an accessible format.

Data Security Statement

We maintain a Written Information Security Program (WISP) appropriate to our size/services, including role-based access, encryption in transit, secure storage, vendor reviews, employee training, and incident response. For security, we don’t publish system specifics. Suspected incident? Email [security@lldsinc.com].

SMS/Email Communications Policy

By providing your number/email, you consent to transactional messages (scheduling, reminders, e-sign). Marketing is optional; you can opt in at intake and opt out anytime. Reply STOP to SMS to unsubscribe; HELP for help. Message/data rates may apply.

E-Sign & E-File Consent

We use e-sign for engagement forms and IRS e-file authorization (Form 8879/8453). Your e-signature is legally binding. We e-file only after you approve and e-sign required forms.

Record Retention Policy

We generally retain tax/bookkeeping workpapers for at least 3 years from delivery or filing, unless law/engagement requires longer. Original documents you provide are returned or provided digitally. Keep copies for your records.

Disclaimer

Site content is for general information and marketing. It is not legal, tax, or accounting advice. Engagement begins only when scope and payment are confirmed. Results vary and are not guaranteed.