Privacy Policy

Effective Date: May 2, 2026

Luxury Tax ("we," "us," or "our") is committed to protecting your privacy and safeguarding your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information obtained through luxury.tax (the "Site") and in connection with our tax preparation, notary, and related financial services.

1. Information We Collect

a. Information You Provide Directly

When you interact with us, we may collect:

Full name, email address, phone number, and mailing address
Business or entity information
Information submitted through contact, intake, or consultation forms
Social Security Number (SSN) or Employer Identification Number (EIN)
Financial and tax-related information only when voluntarily submitted for services
Government-issued identification for notary services
Payment information for billing purposes

We collect sensitive tax or financial data solely to provide requested services and only through secure methods.

b. Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device, including:

IP address, device and browser type, and operating system
Pages visited, interaction data, and time spent on our site
Date, time, and referral sources

This information is used for analytics, security, and performance optimization.

2. How We Use Your Information

We use the information we collect to:

Provide tax preparation, advisory, notary, and related professional services
Communicate with you about appointments, filings, and account status
Request documents or clarification needed to complete services
Send service-related notifications via email, SMS, or phone
Process payments and maintain billing records
Comply with IRS, state, and federal legal and regulatory obligations
Improve our website and service offerings
Respond to inquiries and provide customer support
Protect against fraud or unauthorized access

We do not sell or rent your personal information.

3. Confidentiality of Tax and Financial Information

We treat tax and financial information as confidential and handle it in accordance with:

Applicable IRS regulations and professional tax preparer standards
Professional confidentiality obligations under federal and state law
Reasonable administrative, technical, and physical safeguards

Tax and financial information is disclosed only:

With your express written authorization
When required by law, court order, or government regulation
To trusted service providers under strict confidentiality obligations (e.g., tax software providers, payment processors)
To the IRS or state tax authorities as necessary to file your returns

4. SMS/Text Messaging

By providing your mobile phone number, you consent to receive text messages from Luxury Tax regarding:

Appointment reminders and confirmations
Tax filing status updates
Service notifications and important account information

Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP to any message. For help, reply HELP or contact us at office@luxury.tax or 1-833-TAX-THIS.

5. Cookies & Analytics

Luxury Tax may use cookies and analytics tools (such as Google Analytics) to understand website usage and improve functionality. These tools do not collect sensitive financial or tax data.

You can disable cookies in your browser settings. Note that some features of the Site may not function properly if cookies are disabled.

6. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

Service Providers: With trusted third-party vendors who assist us in operating our business (e.g., payment processors, tax software providers)
Legal Compliance: When required by law, court order, or government regulation
Tax Authorities: As necessary to file your tax returns with the IRS or state agencies
Business Transfers: In connection with a merger, sale, or transfer of our business assets

7. Data Security

We implement industry-standard administrative, technical, and physical security measures to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. These measures include:

Encrypted data transmission (SSL/TLS)
Secure storage of sensitive documents
Access controls and authentication requirements
Regular security assessments and updates

However, no method of transmission over the internet or electronic storage is 100% secure. By using the Site and our services, you acknowledge and accept this risk. We cannot guarantee absolute security but will notify you of any breach as required by law.

8. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Tax records are typically retained for a minimum of seven (7) years in accordance with IRS guidelines and professional standards.

9. Your Rights & Choices

You have the right to:

Request access to your personal information
Request correction of inaccuracies in your data
Request deletion of your data (subject to legal retention requirements)
Opt out of marketing communications and non-essential emails
Withdraw consent for SMS messaging at any time by replying STOP

To exercise these rights, contact us at office@luxury.tax or 1-833-TAX-THIS.

10. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any personal information.

11. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children under 13. If we become aware that we have collected information from a child without parental consent, we will take steps to delete it.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of our services after changes are posted constitutes your acceptance of the revised policy.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

Luxury Tax
201 N Broadway Ste 25
Billings, MT
Email: office@luxury.tax
Phone: 1-833-TAX-THIS