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Privacy Policy

VonLehman & Company, Inc
Privacy Policy
Last Updated May 24, 2023

VonLehman & Company, Inc (collectively “VonLehman”, “We”, “Our”, or “Us”) respects your privacy. This Privacy Policy (“Policy”) explains how We collect, use, disclose, and safeguard your information when you are using VonLehman’s website located at www.vlcpa.com (the “Site”), and any other services related to Our Site. By visiting Our Site, you are consenting to the collection, use, transfer, manipulation, storage and sharing of your information as described in this Policy.

We respect your privacy. Information you entrust to Us will be handled with the greatest care, and We will not use the information in ways to which you have not consented or are otherwise not required by law.


Account and Profile Information

We collect information when you create an account or edit your profile, such as your name, username, password, email, address and other information you choose to provide.

Information you provide directly through the Site

We collect information that you provide to Us directly or through Our Site, such as when you submit information through Our contact section, upload information through the Sharefile link, or submit payments through the links available on Our Site.

Information Collected Automatically

When you use Our Site, We or Our third-party service providers may automatically receive and record certain information. For example, this may include your device’s IP address, user-agent string, information about your use of the Site during your current session and over time (including the pages you view and the files you download), the date and time of your visit, links you click, searches conducted, and your general location inferred from your dated uploaded to the Site. To obtain such information, We or Our third-party service providers may use the following technologies to recognize your device and collect information about your Site usage:

Server Logs

When you use the Site, We may automatically receive and record certain information from your computer (or any other device), internet protocol (IP Address), and your browser. To obtain such information, We may use server logs or applications that recognize your device and gather information about its online activity.


Cookies are small files that are stored on your device by your web browser. A cookie allows Us to recognize whether you have visited before and may store user preferences and other information. If you are concerned about having cookies on your device, you can set your browser to refuse all cookies or to indicate when a cookie is being set, allowing you to decide whether to accept it. You can also delete cookies from your device. However, if you choose to block or delete cookies, certain features of the Site may not operate correctly.

Web beacons, tags, pixels, and similar technologies

The Site or the emails that you receive from Us may use an application known as a “web beacon” (also known as a “tag” or “pixel”) and similar technologies. Web beacons are small strings of code that provide a method for delivering a graphic image on web page or in an email message for the purpose of transferring data. For example, it may allow an email sender to determine whether a user opens a particular email.

Payment Information

Credit card number, expiration dates, security codes, billing information.

Confidential Information

We will always use encryption when collecting information via web forms. Site users can identify these forms by looking in the address bar of the browser, where the “https” in the URL indicates a secure connection.


We may use your information for many purposes, based on how you interact with Us, the purchases you make, and the services you request. More specifically, We may use or disclose the information We collect for one or more of the following purposes:

Customer Service and User Communications

To communicate with you regarding your account or any request you may have, important updates regarding Our Site and other administrative issues.

User Experience Personalization

We may use information and/or deidentified information in the aggregate to analyze a user’s browsing and usage activities and patterns in order to under users’ interests and preference with respect to the Site and Our services. This will help Us optimize your experience on the Site.

Service Providers

To facilitate the Site and Our services and to provide Our service providers with accurate and timely feedback on their performance and opportunities for improvement.

Safety and Compliance with the Law

We will use and disclose information where We, in good faith, believe that the law or legal process (such as a court order, search warrant or subpoena) requires Us to do so or in other circumstances where We believe it is necessary to protect the rights or property of VonLehman, Our users and/or third parties.

Business Partners

To provide promotional messages, marketing, advertising, and other information that may be of interest to you based upon your preferences as established by your use of the Site and Our services.

For improving the Site

Including for data analysis, identifying usage trends, determining the effectiveness of Our promotional campaigns, and to evaluate and improve Our Site, products, content, marketing, and your experience.

For Business Transfers:

Including to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of Our assets, whether as an ongoing concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by Us about Our Site users is among the assets transferred.

For Other Purposes:

As described to you when collecting your information or as otherwise permitted under applicable law.

We will not collect additional information or use your information We have collected for materially different, unrelated or incompatible purposes without providing you notice.


We may disclose a user’s information to third parties as described below. Otherwise, We do not sell, rent, lease, or “share” information and will not disclose your information to third parties without your permission.

Service Providers and Trusted Third Parties

We may share your information with trusted third parties who assist Us in operating Our Site, conducting Our business, or providing services to users, so long as these parties agree to keep the information confidential. We may also share any information you have submitted to the Site with third-party users you specify. We may also share certain de-identified information, such as chart data, with third parties for research and educational purposes.

Legal Purposes

We may use or share your information with third parties when We believe, in Our sole reasonable discretion, that doing so is necessary:

  • To comply with applicable law or a court order, subpoena, or other legal process;
  • To investigate, prevent, or act regarding illegal or prohibited activities, suspected fraud, violations of Our rules or service terms related to Our products, or situations involving threats to Our employees, Our property, or the property or physical safety of any person or third party;
  • To establish, protect, or exercise Our legal rights or defend against legal claims.

Organizational Transfers

We may share your information with third parties to facilitate the financing, securitization, insuring, merger, acquisition, sale, assignment, bankruptcy, or other disposal of all or part of Our organization or assets.

Aggregated and de-identified information

We may share aggregated and de-identified information with third parties, such as by publishing or sharing reports with third parties about trends in the usage of the Site.

With your consent

In any situation to which you have given Us your consent to disclose.


We have implemented data collection, storage, and processing practices designed to secure your information from accidental loss and from unauthorized access, use, alteration, and disclosure. We use SSL encryption to protect the information you submit to Us. Unfortunately, the transmission of information via the internet is not completely secure. Although We do Our best to protect your information, We cannot guarantee the security of your information transmitted to Our Site. Any transmission of information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on Our Site.


Our Site includes products and Services for purchase, which may use third-party Services for payment processing (e.g. payment processors). We will not store or collect your payment card details, which are provided directly to Our third-party payment processors whose use of your personal information is governed by their Privacy Policy. These payment processors adhere to the standards set by PCI-DSS as managed by the PCI Security Standards Council, which is a joint effort of brands like Visa, MasterCard, American Express and Discover. PCI-DSS requirements help ensure the secure handling of payment information.


We partner with certain third parties to collect information to engage in analytics, auditing, research, and reporting. These third parties may use server logs, web beacons, tags, pixels, mobile advertising IDs (such as Apple’s IDFA or Google’s Advertising ID), and similar technologies, and they may set and access cookies on your computer or other device. In particular, Our Site uses Google Analytics to help collect and analyze certain information for the purposes discussed above. When you visit websites or use apps that use Google Analytics, you may choose to enable Google to link information about your activity from one website or app with activity from other websites or apps. You may learn more about Google Analytics’ data practices by clicking here and opt out of the use of cookies in web browsers by Google Analytics.


We do not knowingly attempt to collect personal information from children, and We do not provide services to children. Our Site is not directed to children under age 18, and We do not knowingly collect information from children under age 18. If a child sends information to Us, and this information can be identified as originating from a child, the information will be deleted. We cannot always determine which information originates with a user that is a child. We do not maintain databases about children. If you believe We might have any information from or about a child under the age of 18, please contact Us at info@vlcpa.com


Opt-in Email Lists

We use email lists that We have assembled from people who have indicated they want additional information about Our services. Additionally, We use email lists that are comprised of people who have requested additional information about services similar to those We provide. 

Third Party Product Distribution

We use HubSpot to distribute Our services. We provide HubSpot with the names and email addresses of Our subscribers to facilitate distribution; We do not give them access to any other information. While We take steps to protect the confidentiality, privacy and security of information communicated to HubSpot, their activities are not subject to Our exclusive control and they are not subject to this Policy. Please see HubSpot’s privacy policy to learn more about how they protect information.

Email List Privacy

With the foregoing exception, We do not sell, rent or share Our email lists with any other third parties. We do not link Our email lists to any other databases. We do not store emails or individual information on Our web server. All information is stored on servers behind Our firewall.

Product Information

If you would like to receive information regarding Our services or publications, please fill out Our information request form.

Email Lists

If you are currently on Our email list and wish to be removed, please send an email to info@vlcpa.com or click unsubscribe on any email you receive.


We may occasionally make changes to this Policy to reflect changes in legal and regulatory requirements, or as necessary as We upgrade or modify Our technology, applications and service offerings. We recommend you visit Our Site to review Our Policy occasionally.

We will retain your information only for as long as is necessary for the purposes set out in this Policy and to the extent necessary to comply with Our legal obligations (for example, if We are required to retain your data to comply with applicable laws), resolve disputes, and enforce Our legal agreements and policies.

The Site may contain links to other websites or applications that We do not own. We do not control the collection or use of any information, including your information, which occurs while you visit other websites or applications. Therefore, We make no representations or warranties for and will not in any way be liable for any content, products, services, software, or other materials available on other websites or applications, even if one or more pages of the other websites or applications are framed within a page of the Site. Furthermore, We make no representations or warranties about the privacy policies or practices of other websites or applications, and We are not responsible for the privacy practices of those other websites or applications. We encourage you to be aware of when you leave the Site and read the privacy policies of those other websites or applications.


If you have any specific questions or concerns about Our Policy or practices, please use the following contact information:

VonLehman & Company, Inc
810 Wright’s Summit Parkway, Suite 300
Ft. Wright, KY 41011

Emailing us at: info@vlcpa.com
Calling us at: (859) 331-3300
Faxing us at: (859)-331-4358

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