Privacy Policy

Statement of Lumas & Associates, LLC  

As required by the Gramm-Leach-Bliley Act, Public Law 106-102  

Effective November 12, 1999  

At Lumas & Associates LLC ("we" or "us"), we value the privacy of individuals who use our websites and related services (collectively, our "Services").  This Privacy Notice explains how we collect, use, and share the personal information of users of our Services ("users").

We collect nonpublic personal information about you and your family, if  applicable, to properly prepare and complete your requested tax returns, from the  following sources: 

Information received from you on applications, tax preparation worksheets, and other documents, such as interview information forms and client organizers, whether submitted by you or completed on your behalf, is used in the preparation of your tax return and  other tax-related and bookkeeping forms.   

Information about your history with us and/or other tax preparation firms offering similar services.   Information we receive from a consumer-reporting agency in accordance with tax-related  or bookkeeping products requested by you.   

We will not disclose any of your nonpublic personal information to anyone, except as permitted by law or authorized by you. If you decide to close your account(s)  or become an inactive customer, we will adhere to the privacy policies and practices as noted above.   

Lumas & Associates LLC restricts access to your public and nonpublic personal information,  including your account information, to those employees and partnered companies who need to know that information to provide products and/or services requested by you. 

Lumas & Associates LLC maintains physical, electronic, and procedural safeguards that comply with the  federal standards to guard your nonpublic personal information.   

We know that you have confidence in our ability to perform the services requested by you.  Equally important to us is your confidence in knowing that all your personal information is safe.  

Please contact us at 818-452-3870 if you have any questions or concerns regarding our policy.