Privacy Policy

Effective Date: 2/24/2026

1. Introduction

Welcome to lucysosa.com (the "Site"). Lucy Sosa LLC ("we," "us," or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our Site or use our services, including Tax Preparation, Notary, Translation, Interpreting, and Wedding Officiant services. We reserve the right to update or modify this Privacy Policy at any time. Changes take effect immediately upon posting to lucysosa.com, and the "Effective Date" at the top of this page will be updated accordingly. We encourage you to review this policy periodically. Continued use of the Site or our services after changes are posted constitutes your acceptance of the revised policy.

2. Information We Collect

We may collect the following types of information:

  • Personal Identification Information: Name, email address, phone number, and physical address.

  • Sensitive Data: Social Security Numbers (SSNs), financial records, W-2s, and government-issued IDs (strictly for Tax Preparation and Remote Online Notarization purposes).

  • Payment Information: Credit card details processed securely through third-party payment gateways (e.g., Stripe). We do not store full credit card numbers on our servers.

3. Cookies & Tracking Technologies

Our Site may use cookies, web beacons, and similar tracking technologies to improve user experience, analyze website traffic, and understand how visitors use our Site. This may include tools such as Google Analytics and Meta (Facebook/Instagram) Pixel for advertising and performance tracking. You can control or disable cookies through your browser settings; however, doing so may affect

certain features of the Site.

4. How We Use Your Information

We use your information to:

  • Provide and manage the services requested.

  • Process payments and deposits.

  • Verify identity for legally binding services (Notary/RON).

  • Communicate with you regarding appointments, documents, and customer support.

5. Data Security & Third-Party Sharing

We implement strict security measures to protect your sensitive data. We do not sell, trade, or rent your personal information to third parties. We only share information with trusted third-party service providers necessary to operate our business or when required by law. These providers are contractually obligated to protect your information and are prohibited from using it for any purpose other than providing services on our behalf. Trusted third-party service providers necessary to operate our business, include but are not limited to:

  • Suite Dash: Highly secure, encrypted third-party software client portal and document storage.

  • DocuSign: Remote Online Notarization (RON) platform.

  • Stripe: Payment processing.

  • Gmail: Email platform.

  • GoHighLevel: Marketing, and scheduling platform.

  • Life insurance carriers: solely for purposes of processing insurance applications and underwriting, and only with your authorization.

6. Data Retention

We retain personal and sensitive information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal and regulatory obligations, resolve disputes, and enforce our agreements. Upon expiration of the applicable retention period, your information will be securely deleted or anonymized. Specifically:

  • Tax-related documents (including SSNs, W-2s, and financial records) are retained in accordance with IRS recordkeeping requirements, generally a minimum of 3 years.

  • Notarization records (RON journal entries and related documents) are retained in accordance with Maryland notary law requirements.

  • Payment information is retained only as necessary for transaction processing and is not stored in full on our servers.

7. Your Rights

Depending on your location, you may have the right to request access to, correction of, or deletion of your personal data. To make a request, please contact us at [email protected].