Effective Date: June 21, 2025

Lumos Accounting (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and share the personal information you provide when you interact with us, including through our website, email, and other related communications (collectively, the “Services”).

If you have any questions, contact us at info@lumosacct.com.

1. What Information We Collect

When you fill out our contact or intake form, we collect the following information you voluntarily provide:

• First and last name

• Email address

• Phone number

• Type of organization

• Experience working with accountants

• How we can help with your bookkeeping

• Reason for contacting us

• Organization name

• Employee count

• Estimated annual revenue

• Any other information you choose to share

We also collect basic technical information (such as IP address, browser type, and usage activity) automatically when you visit our website. This helps us maintain security and improve the user experience.

2. How We Use Your Information

We use your information to:

• Respond to your inquiry and evaluate whether we’re a good fit

• Prepare for an effective introductory meeting

• Improve our Services, website, and client experience

• Comply with applicable legal obligations

We do not sell your data to third parties.

3. How We Share Your Information

We may share your information with trusted third-party vendors or service providers (e.g., email tools, form processors, scheduling systems) who help us operate our business and deliver our Services. These providers are only given access to the data they need and are required to keep it secure.

We may also disclose your information if required by law or in connection with a potential merger, sale, or acquisition.

4. Cookies and Tracking

Our website may use cookies or similar technologies to improve user experience and gather analytics (such as through Google Analytics). You can manage your cookie preferences in your browser settings. We do not track users across sites for advertising purposes.

5. How Long We Keep Your Data

We retain personal information only as long as necessary to:

• Provide the Services

• Comply with our legal and accounting obligations

• Maintain business records for audit purposes

When no longer needed, we securely delete or anonymize the data.

6. How We Protect Your Information

We use reasonable administrative, technical, and physical safeguards to protect your data. However, no method of transmission over the internet is completely secure. We encourage you to use secure networks and protect your own devices and credentials.

7. Children’s Privacy

Our Services are not intended for children under the age of 18, and we do not knowingly collect information from minors.

8. Your Rights

You have the right to:

• Request access to the personal information we hold about you

• Request correction or deletion of your data

• Withdraw consent (if processing was based on consent)

To exercise your rights, email us at info@lumosacct.com. We will respond within a reasonable time.

9. Do-Not-Track Signals

Our site currently does not respond to Do-Not-Track signals. We will update this policy if a consistent standard is adopted.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any updates will be posted here with a revised “Effective Date.”

11. Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact:

Lumos Accounting
1636 N Cedar Crest Blvd, 422, Allentown, PA 18104
Email: info@lumosacct.com