We collect only the information necessary to provide accurate and compliant tax preparation, accounting, and advisory services. This includes personal identifying information such as your name, address, contact details, date of birth, and Social Security Number or ITIN. We also collect tax and financial information, including income documents, prior-year returns, banking details, business financial records, and dependent information. Additionally, we may gather technical data such as IP addresses, device details, and portal usage activity, as well as payment information processed through secure third-party providers. We do not store full credit card numbers.

Information is collected through various secure channels, including our encrypted client portal, direct communication via email, phone, or virtual meetings, and documents you upload or share with us. We may also collect information through website forms and integrated third-party tools such as e‑signature platforms and payment processors. All methods of collection are designed to protect your privacy and ensure the accuracy of your records.

We use your information to deliver the services you request, including preparing and filing tax returns, providing accounting and bookkeeping support, and offering financial advisory services. Your information also helps us verify your identity, communicate with you about your engagement, maintain accurate records, and comply with legal and regulatory obligations.

By providing a telephone number and submitting your contact information, you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging. We may use certain data to improve our services and enhance your experience.

We do not sell, rent, or trade your personal information under any circumstances. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Our processing of your information is grounded in several legal bases, including compliance with IRS and state tax authority requirements, fulfillment of contractual obligations associated with your engagement, and legitimate business interests such as fraud prevention and security. In some cases, we may rely on your explicit consent, particularly when sharing information with third parties at your request.

We take data security seriously and implement multiple layers of protection to safeguard your information. These measures include encrypted data transmission, secure document storage, multi-factor authentication, access controls, and role-based permissions. We also use encrypted email when transmitting sensitive information and ensure that all systems are regularly updated and monitored. Our staff is bound by confidentiality agreements, and we continuously evaluate our security practices to address emerging risks.

We share your information only when necessary and appropriate. With your consent, we may communicate with third parties such as lenders or attorneys. We also share information with trusted service providers who support our operations, including portal providers, e‑signature platforms, payment processors, cloud storage vendors, and tax software companies. These providers are required to maintain strict confidentiality and security standards. Additionally, we may disclose information when required by law, such as to the IRS, state tax authorities, courts, or regulatory agencies.

We retain your information for the period required by federal and state regulations, professional standards, and business recordkeeping obligations. Tax-related records are typically kept for at least seven years, although certain circumstances may require longer retention. We maintain these records securely and dispose of them in a manner that protects your privacy.

Depending on applicable laws, you may have the right to access your personal information, request corrections, or request deletion of certain data, subject to legal retention requirements. You may also request copies of your tax returns or documents and withdraw consent for certain types of communication. To exercise these rights, you may contact us at contactus@kei.tax.

Our website may use cookies and analytics tools to enhance user experience and improve site performance. These tools may collect information such as page views, browser type, and device details. You may choose to disable cookies through your browser settings, although doing so may affect certain website functionalities.

We do not knowingly collect personal information from children under the age of 13 without parental or guardian consent. Any information related to dependents is collected solely as part of a tax engagement with the parent or guardian and is handled with the same level of confidentiality as all other client information.

Our website or client portal may contain links to third‑party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third‑party websites before providing personal information.

We may update this Privacy Policy periodically to reflect changes in our practices, legal requirements, or service offerings. When updates occur, the “Effective Date” at the top of the policy will be revised. Continued use of our services after changes are posted constitutes acceptance of the updated policy.

If you have questions or concerns about this Privacy Policy or how your information is handled, you may contact us at contactus@kei.tax or visit our website at https://kei.tax. KEI Tax & Accounting proudly serves clients virtually across the United States from our home base in Ohio.