1. Introduction

Kauffman CPA PLLC (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Notice explains how we collect, use, disclose, and protect information through our website and services.
By using our website or providing us with your personal information, you consent to the practices described in this Privacy Notice.

2. Information We Collect

a. Personal Information You Provide

When you voluntarily provide it to us, such as by submitting a contact form, scheduling a consultation, completing a tax organizer, completing an information request, uploading documents through a secure portal, providing access to your accounting software, or sending an email:
- Full name
- Email address
- Phone number
- Address
- Accounting & Tax related documentation or other sensitive information (if provided)

b. Automatically Collected Information

When you visit our website, we may collect certain data automatically through cookies or analytics tools:
- IP address
- Browser type
- Device type
- Pages visited and time spent on the site
- Referring URL

3. How We Use Your Information

We use the information we collect to:
- Respond to your inquiries and provide accounting and tax services
- Process document uploads and securely manage client records
- Comply with legal and regulatory requirements
- Improve the functionality, security, and user experience of our website
- Send you relevant updates or communications (you may opt out at any time)

4. How We Share Information

We do not sell or rent your personal information. We may share your information with:
- Trusted third-party service providers who support our operations.
- Legal or regulatory authorities when required by law.
- Other parties with your explicit consent.

- In connection with a merger, acquisition, or sale of all or a portion of our assets.
All third-party service providers are prohibited from using your personal information except to provide these services to Kauffman CPA PLLC, and they are obligated to maintain confidentiality of your information.

5. Data Security

We implement industry-standard administrative, technical, and physical safeguards to protect your data, including:
- Encrypted client portals and communications
- Multifactor authentication for staff access
- Secure data storage on U.S.-based servers
- Ongoing staff training on data privacy and cybersecurity
However, no system is entirely secure and we cannot guarantee the absolute security of your information.

6. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights:
- Request access to the personal information we hold about you
- Request correction or deletion of inaccurate data (subject to regulatory retention requirements)
- Opt out of marketing emails by following the unsubscribe link
To exercise your rights, contact us at:
Email: daniel@kauffman.cpa

7. Third-Party Links

Our website may contain links to third-party sites (e.g., client portals, scheduling software, payment processors). We are not responsible for the privacy practices or content of those sites. Please review their privacy notices separately.

8. Children’s Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect information from children. If you believe we have collected such information, please contact us immediately.

9. Changes to This Notice

Kauffman CPA PLLC reserves the right to update this Privacy Notice periodically. We will notify you of any changes by posting the new Privacy Policy on our website and updating the effective date. Your continued use of the website and/or Services available after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.

10. Contact Us

If you have questions or concerns about this Privacy Notice or our privacy practices, please contact:

Kauffman CPA PLLC
Email: daniel@kauffman.cpa