Privacy Policy

1. Who We Are

LuxeNova Tax & Financial ("LuxeNova," "we," "our," or "us") provides tax preparation, financial workflow, training, and client portal services through luxenovataxandfinancials.com.

2. Information We Collect

We collect information needed to provide services, operate the portal, protect accounts, and comply with law. This may include:

• Names, email addresses, phone numbers, mailing addresses, and dates of birth
• Tax organizer responses, uploaded tax documents, and supporting financial records
• Account activity, login history, portal preferences, and support requests
• Professional and regulatory details needed for preparer workflows where applicable
• Limited AI interaction data needed to provide AI-assisted portal features

3. How We Use Information

• To collect and process information for tax preparation and related services
• To verify account access, protect portal security, and investigate misuse
• To review uploaded documents, communicate about missing items, and coordinate appointments
• To comply with IRS obligations, recordkeeping duties, fraud prevention, and legal requirements
• To operate and improve the portal, including limited AI-assisted guidance features

4. Document Security and Storage

Client tax documents submitted through the portal are intended to be transmitted over encrypted HTTPS connections and stored using protected platform storage controls. New secure uploads in the client portal use private file storage and authenticated access workflows rather than open public file links. Access is restricted through account authentication, role-based access rules, and time-limited file access where supported.

5. AI-Assisted Features

Some portal features use AI to provide general informational guidance. AI outputs are not legal advice, do not replace professional tax review, and should not be relied on as the sole basis for filing decisions. We work to limit unnecessary sensitive information in AI prompts and outputs, but you should avoid entering highly sensitive personal information into free-form AI fields unless specifically requested in a secure workflow.

6. How We Share Information

We do not sell personal information. We may share information only when needed to provide services or comply with law, including:

• With authorized LuxeNova personnel and contracted service providers operating under confidentiality obligations
• With tax authorities, regulators, courts, or law enforcement when legally required
• With integrated service providers that support scheduling, secure communications, or other portal functions

7. Retention and Deletion

We retain taxpayer information, communications, and service records for as long as reasonably necessary to provide services, meet contractual obligations, protect the business, and satisfy legal, tax, regulatory, security, and recordkeeping requirements. When retention is no longer required, we aim to delete or de-identify information in accordance with our operational practices and applicable law.

8. Electronic Communications and Signatures

By using the portal, you may consent to receive disclosures, notices, document requests, and service communications electronically. Where applicable, you may also consent to electronic acknowledgements and signatures for service-related documents.

9. Your Rights and Choices

You may request access to, correction of, or deletion of certain personal information, subject to legal and operational limitations. Some data may need to be retained for regulatory, tax, fraud prevention, or security reasons even if an account is closed.

10. Cookies and Session Data

We use essential session and functionality technologies to operate the portal. Some security and authentication functions are managed by the underlying application platform.

11. Contact Us

For privacy-related questions, contact LuxeNova Tax & Financial through our official support channels.