Privacy Policy
Effective Date: December 22, 2025
Lakewood Ranch Tax Advisors (“we,” “our,” or “us”) is the Lakewood Ranch division of Razzano Consulting, LLC. We respect your privacy and are committed to protecting personal information obtained through this website.
1. Information We Collect
Personal Information (Voluntary)
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Name
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Email address
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Phone number
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Information submitted through forms or scheduling tools
Client Information
If you engage our services, additional personal, financial, and tax-related information may be collected through our secure client portal. Such information is governed by engagement agreements and applicable confidentiality laws.
Website Data
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IP address
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Browser type
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Pages visited
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Date/time of access
2. Use of Information
Information is used to:
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Respond to inquiries
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Schedule consultations
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Deliver professional services
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Maintain website security
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Comply with legal and regulatory obligations
We do not sell or rent personal information.
3. Information Sharing
Information may be shared only:
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As required by law or regulation
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With service providers under confidentiality obligations
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With regulatory authorities (SEC, state regulators, IRS) when required
4. Security
We use commercially reasonable safeguards, including secure portals and encrypted systems. No method of transmission is 100% secure.