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Privacy Policy

 

Luxe Tax Services – Legal & Policies

Effective Date: August 15, 2025

Privacy Policy

1. Information We Collect

We may collect the following information when you use our website or services:

  • Personal Identification Information: Name, address, phone number, email address, date of birth, Social Security number.
     
  • Financial Information: Tax documents, income details, bank account numbers, credit reports.
     
  • Insurance Information: Health and life insurance application details, beneficiary information, medical history (as required for insurance purposes).
     
  • Technical Information: IP address, browser type, device type, and site usage data.
     

2. How We Use Your Information

We use the information collected to:

  • Provide tax preparation, health and life insurance, and credit repair services.
     
  • Process applications and transactions securely.
     
  • Communicate with you about your account, appointments, or inquiries.
     
  • Personalize your client experience and recommend suitable services.
     
  • Comply with legal and regulatory requirements.
     

3. Information Sharing & Disclosure

We do not sell your personal information to third parties. We may share your information only with:

  • Authorized employees and agents directly involved in your service.
     
  • Third-party service providers bound by confidentiality agreements.
     
  • Government agencies or legal entities when required by law.
     

4. Data Security

We use encryption, secure servers, and restricted access protocols to safeguard your information.

5. Your Rights

You have the right to:

  • Access your information
     
  • Request corrections
     
  • Request deletion (subject to legal obligations)
     
  • Opt-out of marketing communications
     

6. Cookies & Tracking

Our website may use cookies for performance and analytics.

7. Third-Party Links

We are not responsible for the privacy practices or content of external sites.

8. Updates to This Policy

We may update this Privacy Policy at any time, with changes posted here.

Contact:
📍 10925 Estate Ln W202, Dallas, Texas 75243
📧 info@goluxefinancial.com
📞 469-358-4086

Terms & Conditions

1. Acceptance of Terms

By using this website and our services, you agree to these Terms & Conditions.

2. Services Provided

We offer tax preparation, health and life insurance, and credit repair (coming soon) services.

3. Eligibility

You must be at least 18 years old to use our services.

4. Accuracy of Information

You agree to provide complete and accurate information.

5. Payment & Fees

Fees will be disclosed before service.

6. Confidentiality

We maintain strict confidentiality in accordance with our Privacy Policy.

7. Limitation of Liability

We are not responsible for indirect or consequential damages arising from service use.

8. Intellectual Property

All content is the property of Luxe Tax Services and cannot be reproduced without consent.

9. Termination of Services

We reserve the right to refuse or terminate services if necessary.

10. Governing Law

These Terms are governed by Texas law.

11. Changes to Terms

We may update these Terms & Conditions at any time.

Contact:
📍 10925 Estate Ln W202, Dallas, Texas 75243
📧 info@goluxefinancial.com
📞 469-358-4086

Service Disclaimer

1. General Information Only

Our services are for informational purposes and are not legal or tax advice.

2. No Guarantee of Results

We do not guarantee specific results; individual outcomes vary.

3. Regulatory Compliance

All services comply with applicable laws and regulations.

4. Third-Party Services

We are not responsible for third-party actions or services.

5. Limitation of Liability

We are not liable for damages arising from the use of our services.

6. Changes to Services

We may modify or discontinue services without notice.

Contact:
📍 10925 Estate Ln W202, Dallas, Texas 75243
📧 info@goluxefinancial.com
📞 469-358-4086

Refund & Cancellation Policy

1. Overview

We provide transparent refund and cancellation guidelines.

2. Tax Preparation Services

Non-refundable after submission to tax authorities. Full refund if canceled before work begins.

3. Insurance Services

Premiums paid to carriers are non-refundable. Service fees are non-refundable once rendered.

4. Credit Repair Services

Full refund if canceled within 3 business days of signing. Non-refundable after that, though services may be paused or rescheduled.

5. Cancellations

Cancellations must be in writing via email or phone.

6. Refund Processing

Refunds are processed within 10 business days. Payment processing fees are non-refundable.

7. No-Show Policy

Missed appointments without 24-hour notice may incur fees.

Contact:
📍 10925 Estate Ln W202, Dallas, Texas 75243
📧 info@goluxefinancial.com
📞 469-358-4086

Copyright © 2025 Luxe Tax Services - All Rights Reserved.


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