1. Information We Collect
We may collect the following types of information:
1.1 Personal Information
- Name
- Address
- Phone number
- Email address
- Date of birth
- Social Security Number or Taxpayer Identification Number
1.2 Financial & Tax Information
- Tax documents
- Income information
- Banking details (for payroll or tax refund purposes)
- Business financial records
- Bookkeeping files
- Expense and revenue data
1.3 Technical Information
When you visit our website, we may automatically collect:
- IP address
- Device information
- Browser type
- Cookies and tracking data
- Website usage data
1.4 Information from Third Parties
We may receive information from:
- Payroll providers
- Accounting systems
- Banking connections
- Government agencies
- Financial institutions
- Previous tax preparers (with authorization)
2. How We Use Your Information
KMA Consulting uses your information for legitimate business purposes, including:
- Preparing and filing tax returns
- Providing bookkeeping and accounting services
- Communicating about appointments, updates, or documentation
- Verifying your identity
- Processing payments or refund advances
- Maintaining your client profile
- Improving our website and services
- Meeting legal and regulatory obligations
We will never sell your personal information.
3. How We Share Your Information
We may share your information only with:
3.1 Authorized Third Parties
- Tax software providers
- Payroll processors
- Banks offering refund advances
- Secure document storage systems
- Government agencies (e.g., IRS, state tax authorities)
- Accounting technology platforms (QuickBooks, etc.)
3.2 Legal Requirements
We may disclose your information if required to:
- Comply with federal or state law
- Respond to court orders or subpoenas
- Cooperate with tax authorities
- Protect our legal rights or prevent fraud
We do not share your information with marketers, advertisers, or unrelated third parties.
4. How We Protect Your Information
We use industry-standard security measures to protect your data, including:
- Encrypted document storage
- Secure client portals
- Multi-factor authentication
- Limited staff access
- Firewalls and secure servers
- Regular system monitoring
While we take reasonable steps to secure your information, no system can guarantee 100% protection from cyber risks.
5. Data Retention
We retain your records for as long as necessary to:
- Provide services
- Comply with IRS and state retention laws
- Maintain your account history
- Meet legal and professional obligations
Most tax records are retained for 7 years, unless additional time is required by law.
6. Cookies & Tracking Technologies
Our website may use cookies to:
- Improve user experience
- Track website analytics
- Remember your preferences
- Enhance security
You may disable cookies in your browser settings, but certain website features may not function properly.
7. Your Rights & Choices
Depending on your state, you may have the right to:
- Access the personal information we hold
- Request corrections
- Request deletion (where allowed by tax law)
- Opt out of marketing communications
- Request a copy of your data
Requests may be limited by IRS and accounting retention laws.
8. Children’s Privacy
Our services are not directed to individuals under 13.
We do not knowingly collect information from children.
9. Third-Party Links
Our website may contain links to third-party websites.
We are not responsible for the privacy practices or content of those sites.
10. Changes to This Policy
We may update this Privacy Policy periodically.
All updates will be posted on this page with a new “Last Updated” date.
Your continued use of our services constitutes acceptance of any changes.
11. Contact Information
For questions about this Privacy Policy or your data, contact:
KMA Consulting
📧 Email: _____info@kmaconsultingllc.net____
📞 Phone: _____+1 (800) 721-4820____