We value the privacy of our clients and are committed to protecting the personal and financial information you entrust to us. This Privacy Policy outlines how we collect, use, and protect your information as you benefit from our professional tax and payroll services. Your trust is essential to our business, and we maintain the highest standards of confidentiality in accordance with professional tax preparer standards and applicable laws.
We collect personal and financial information that is necessary to provide our tax preparation and payroll services. This may include names, Social Security numbers, contact information, income documentation (W-2s, 1099s, K-1s), business financial records, bank account information, payroll data, employee information, and other details relevant to tax filing and payroll processing. We gather this information directly from clients, their authorized representatives, employers, financial institutions, or government agencies as needed to fulfill our professional obligations.
The information we collect is used exclusively to deliver appropriate tax preparation, tax planning, and payroll services to our clients. This includes preparing and filing tax returns, calculating tax obligations, processing payroll, managing tax payments, providing tax advisory services, and coordinating with tax authorities when necessary. We do not use personal or financial information for marketing, sales, or any other purposes without the client's explicit written consent.
We may use aggregated, anonymized data for internal business analysis and service improvement, but such data cannot be traced back to individual clients.
We implement strict, industry-leading security measures to protect your sensitive personal and financial information from unauthorized access, disclosure, or misuse. Our comprehensive security program includes:
All LuniTax staff members are trained in data security best practices and bound by professional confidentiality obligations.
We do not sell, rent, or share personal information with third parties for marketing purposes. We share client information only when required by law or necessary to provide our services. This includes sharing information with:
When we share information with third-party service providers, we ensure they adhere to strict confidentiality agreements and maintain equivalent data protection standards.
Clients have the right to access, review, correct, or request copies of their personal information held by LuniTax. You may request updates to incorrect information or clarification about how your data is used. If you wish to exercise any of these rights, please contact our office at info@lunitax.com or (551) 556-8543. We will respond to your requests promptly and in accordance with applicable privacy laws and professional standards.
Note that certain information may be retained for legal or regulatory compliance even if you request deletion.
We retain personal and financial information in accordance with IRS regulations and professional standards. Tax records are typically retained for a minimum of seven (7) years from the date of filing, or longer if required by law or ongoing tax matters. Payroll records are retained for the period required by federal and state employment laws. When information is no longer needed for business or legal purposes, we use secure methods including shredding of physical documents and permanent deletion of digital files to prevent unauthorized access.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. We will notify clients of any significant changes through email communication or by posting the updated policy on our website. The effective date of the current policy will always be clearly indicated. Continued use of our services after policy changes constitutes acceptance of the updated terms.
Our website may contain links to third-party websites, including tax authority websites, financial institutions, or professional resources. LuniTax is not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any websites you visit from our site to understand how they collect, use, and protect your information. Links to third-party sites do not constitute endorsement of their privacy practices.
If you have any questions about our Privacy Policy or how we handle your personal and financial information, please reach out to us at info@lunitax.com or call (551) 556-8543. Your privacy and trust are of utmost importance to LuniTax, and we are here to address any concerns you may have. We are committed to transparency in our data handling practices and welcome your feedback.