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Our Commitment
Your Information. Our Responsibility.
LUNA CPA, LLC is committed to protecting your privacy and handling your personal and business information with care. This Privacy Policy describes the types of information we may collect, how we use that information, the circumstances in which information may be disclosed, and the measures we take to help safeguard it.
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Information We Collect
We may collect personal, business, and financial information that you voluntarily provide to us, including your name, email address, telephone number, company information, and information submitted through our website forms, secure file-sharing tools, client portals, email, or other direct communications.
We may also automatically collect limited technical information when you visit our website, such as your browser type, device information, IP address, referring website, pages visited, and general website usage information.
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How We Use Your Information
We may use information collected through our website or provided directly to us to respond to questions and inquiries; schedule and manage consultations; provide accounting, tax, advisory, and related professional services; communicate with current and prospective clients; process documents and information submitted to our firm; maintain and improve our website and services; send newsletters, tax updates, reminders, or other communications when appropriate; protect our systems and prevent unauthorized or fraudulent activity; and comply with applicable professional, regulatory, tax, and legal obligations.
We do not sell or rent your personal information to third parties for their marketing purposes.
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Cookies and Tracking Technologies
Our website may use cookies and similar technologies to improve functionality, understand website traffic, remember preferences, and enhance your browsing experience.
Cookies are small files stored on your device by your browser. Depending on your browser settings, you may be able to block or delete cookies. Disabling certain cookies may affect the functionality or performance of portions of our website.
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Confidentiality and Security
We recognize that information provided to an accounting firm may be sensitive. We use reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, disclosure, alteration, misuse, or destruction.
However, no website, email system, electronic transmission, or method of electronic storage can be guaranteed to be completely secure. For sensitive financial, tax, or personally identifiable information, we encourage clients to use our designated secure file-sharing or client portal systems rather than standard email whenever available.
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Client Communications
Information you submit through our website, email, contact forms, or other electronic communications will be handled with appropriate care. However, submitting information through our website or contacting LUNA CPA does not, by itself, establish an accountant-client relationship.
An accountant-client relationship is established only after LUNA CPA, LLC agrees to provide professional services and the appropriate engagement arrangements have been completed.
Please avoid transmitting highly sensitive information through unsecured communication methods when a secure portal or file-sharing option is available.
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Third-Party Services
We may use third-party service providers to support our website and business operations, including website hosting, analytics, scheduling, email communications, payment processing, accounting software, client portals, and secure file-sharing services.
These third parties may receive information only as necessary to provide their services to us and are subject to their own privacy practices and applicable contractual or legal requirements.
Our website may also contain links to websites operated by third parties. LUNA CPA does not control and is not responsible for the privacy, security, or content practices of third-party websites.
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Your Rights and Choices
Depending on applicable law and the nature of your relationship with LUNA CPA, you may have certain rights concerning your personal information.
You may contact us to request access to, correction of, or deletion of certain personal information, or to ask questions regarding how your information is handled. Some information may need to be retained to satisfy professional, tax, regulatory, contractual, record-retention, or legal obligations.
You may also unsubscribe from marketing or newsletter communications by using the unsubscribe option provided in those communications or by contacting us directly.
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Information Retention
We retain personal, business, tax, and other information for as long as reasonably necessary to provide our services, maintain appropriate business and professional records, comply with applicable laws and professional obligations, resolve disputes, and enforce agreements.
Retention periods may vary depending on the type of information and the purpose for which it was collected.
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Protecting Children’s Privacy
Our website and professional services are not directed toward children. We do not knowingly use our website to solicit personal information directly from children. If we become aware that information has been submitted by a child in circumstances where parental or legal authorization is required, we may take appropriate steps to delete or otherwise address that information.
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Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, services, technology, legal requirements, or other circumstances.
Any revised Privacy Policy will be posted on this page with an updated effective date. We encourage visitors to review this page periodically.
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Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or how LUNA CPA handles your information, please contact us:
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Effective Date
Effective Date: September 4, 2026
Your Trust Matters to Us.
At LUNA CPA, protecting your information is an important part of the trust you place in our firm. We are committed to handling your information responsibly while providing the professional service and personal attention our clients expect.
