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Privacy Policy

Effective Date: January 1st 2026

Montclair Lumiere (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information.

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Information We Collect:

Full name, email address, phone number, mailing address, Social Security Number (when required), tax

documents (W-2s, 1099s), IP address, and website usage data.

How We Use Information:

Sharing of Information:

To prepare and file tax returns, communicate with clients, verify identity, provide customer support, and comply

with IRS regulations, and improve our services.

We do not sell or rent personal information. Information may be shared only with the IRS or state agencies,

authorized financial institutions, or when required by law.

Protection:

Third Party Services:

We implement security measures including secure tax software, encrypted communications, restricted data

access, and compliance with IRS Publication 4557.

We may use secure document portals, communication tools, or payment processors. These providers

maintain their own privacy policies.

Records are stored in accordance with federal regulations and company policy.

Data Retention:

Your Rights:

You may update your information, request copies of your documents, or inquire about how your data is handled.

Cookies:

We may use cookies or analytics tools to improve website functionality. No sensitive tax data is collected through cookies.

By providing your phone number, you consent to receive SMS messages from Montclair Lumiere related to tax services, including appointment reminders, document requests, and updates.

Message frequency may vary. Message and data rates may apply.

Reply STOP to opt out or HELP for assistance.

SMS consent is not shared with third parties or affiliates.

Consent to receive SMS messages is not a condition of purchase.

SMS Communications:

Changes:

This policy may be updated from time to time. Updates will be posted with a revised effective date.

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