Luzdary Mondragon Tax Services, LLC

Privacy Policy

Effective Date: 8/05/2025
Last Updated: 8/05/2025

Luzdary Mondragon Tax Services LLC (“we,” “our,” “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you use our accounting and tax services, visit our website, or otherwise interact with us.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, address, phone number, email, date of birth, Social Security Number, Tax Identification Number, and financial details.
  • Business Information: Company name, business address, EIN, and related tax/financial data.
  • Financial Records: Bank statements, tax returns, payroll records, and supporting documents.
  • Technical Information: IP address, browser type, device information, and usage data when visiting our website.

2. How We Use Your Information

We use the information we collect to:

  • Provide accounting, bookkeeping, payroll, and tax preparation services.
  • File tax returns and comply with federal, state, and local laws.
  • Communicate with you regarding your account, deadlines, and important updates.
  • Improve our services and website functionality.
  • Maintain records as required by law and professional standards.

3. Information Sharing & Disclosure

We do not sell or rent your personal information. We may share information only in the following circumstances:

  • With government authorities (e.g., IRS, state tax agencies) when required for tax filings.
  • With trusted third-party service providers (e.g., secure software platforms, cloud storage) who assist us in delivering services.
  • When required by law, regulation, or legal process.
  • With your consent, when necessary to complete requested services.

4. Data Security

We implement reasonable technical, administrative, and physical safeguards to protect your information, including:

  • Secure file storage and encrypted communication.
  • Restricted access to authorized personnel only.
  • Regular monitoring of systems to detect unauthorized access.

However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your personal information for as long as necessary to provide services, comply with legal obligations, resolve disputes, and maintain records in accordance with professional and regulatory requirements.

6. Your Rights

Depending on your location, you may have the right to:

  • Access and request a copy of your personal information.
  • Request corrections to inaccurate information.
  • Request deletion of certain personal data, subject to legal requirements.
  • Withdraw consent where processing is based on consent.

To exercise these rights, please contact us using the information below.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such websites.

8. Children’s Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect information from minors.

9. Updates to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated effective date.

10. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Luzdary Mondragon Tax Services, LLC
(302) 887-0680
luzdarym@lmtaxservices.net
lmtaxservicesllc.com