Privacy Policy

Effective Date: May 28, 2026

Luxe Strategic Partners LLP (“Luxe,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information we collect through our website, communications, and in the course of providing tax, accounting, advisory, and related professional services.

This Privacy Policy explains what information we collect, how we use it, how we share it, and your choices regarding our communications, including SMS/text messaging.

1. Information We Collect

We may collect the following categories of information:

• Contact information, such as your name, phone number, mailing address, email address, and business contact details.
• Client relationship information, such as appointment details, service history, communication preferences, and billing-related information.
• Tax, accounting, and financial information you provide in connection with requested services.
• Website usage information, such as IP address, browser type, device information, pages visited, and similar analytics data collected through cookies or similar technologies.
• Communications information, including records of emails, calls, text messages, contact forms, and other interactions with us.
• Consent records, including records of your consent to receive SMS/text messages.
  
  

2. How We Use Information

We may use personal information to:

• Provide requested tax, accounting, advisory, and administrative services.
• Communicate with you about appointments, scheduling, document requests, filing status, account matters, billing, and related client-service issues.
• Operate, maintain, secure, and improve our website, systems, and services.
• Maintain records and comply with legal, regulatory, ethical, and professional obligations.
• Send SMS/text messages you have agreed to receive regarding operational or client-service matters.

We do not use your information for unrelated third-party marketing.

3. SMS/Text Messaging

If you consent to receive SMS/text messages from Luxe, you may receive messages related to:

• appointment reminders;
• scheduling confirmations and follow-up communications;
• document or information requests;
• filing, account, or service-status updates;
• billing or administrative matters; and
• other client-service communications related to your relationship with us.

Message frequency may vary. Message and data rates may apply. You can opt out at any time by replying STOP to any message. For help, reply HELP or contact us using the information listed below.

You may opt in to receive SMS messages from Luxe in the following ways:

• verbally, during a conversation with our staff; or
• by submitting a web form or checking an SMS consent box on a form, where available.

If you do not wish to receive SMS messages, do not provide SMS consent on our forms or otherwise opt in.

4. How We Share Information

We do not sell personal information.

We may share information only as reasonably necessary:

• with service providers that help us operate our business and communications systems, such as website hosting, cloud storage, IT support, and messaging platforms;
• with professional advisers, regulators, or governmental authorities where required or appropriate;
• to comply with legal obligations, enforce our rights, or protect against fraud, misuse, or security threats; or
• with your authorization or at your direction.

No mobile opt-in or text message consent will be shared with third parties or affiliates.

Phone numbers obtained as part of the SMS consent process will not be shared with third parties or affiliates for marketing purposes.

5. Tax and Confidentiality Considerations

Because Luxe provides tax and accounting services, certain information you provide may be subject to confidentiality protections under applicable federal law and professional standards. We handle client information in accordance with applicable legal and professional obligations.

Please do not send Social Security numbers, taxpayer identification numbers, bank account numbers, passwords, or other highly sensitive information by text message unless we specifically instruct you to do so through a secure method.

6. Data Security

We use administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, alteration, or disclosure. However, no method of transmission over the internet or by electronic storage is completely secure, and we cannot guarantee absolute security.

7. Retention

We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.

8. Your Choices

You may:

• opt out of SMS/text messages at any time by replying STOP;
• reply HELP for assistance with SMS messages;
• contact us to update your contact information or communication preferences; and
• adjust browser settings to manage cookies, subject to website functionality limitations.
  
  

9. Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children through our website.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

11. Contact Us

Luxe Strategic Partners LLP
106 S Main St. #204
Bishop, CA 93514
Phone: 760.873.5800
Email: info@luxe.cpa
Website: https://luxe.cpa/