Privacy Policy

We collect the information you voluntarily provide through our tax savings analysis — including revenue estimates, expense estimates, business structure, state and email address — so we can prepare your preliminary estimate and contact you about a strategy call.

We use advertising and analytics tools (including Meta and Google products) to measure the performance of our campaigns. These tools may receive event data such as which steps of the analysis you completed. We do not sell your personal information.

Your financial information is treated as confidential and shared only with team members and service providers who need it to deliver our services, or where required by law.

Requests to access or delete your information can be sent to hello@lumiracreatortax.com.