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Privacy Policy for Kassan & Company APC

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Introduction

At Kassan & Company APC, we value the trust you place in us to handle your financial and personal information. This Privacy Policy outlines how we collect, use, and protect your nonpublic personal information. It is our commitment to maintain the confidentiality and security of your data in accordance with professional standards and applicable laws.

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Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is either provided by you or obtained with your authorization. This information may include, but is not limited to:

  • Client-provided data: Information from phone calls, texts, interviews, emails, letters, tax organizers, tax returns, and questionnaires concerning financial history.

  • Authorized data: Information obtained from third parties with your consent, such as financial institutions or other service providers.

Purpose of Collecting Information

We use the collected information to provide professional services, including preparing your tax returns and offering tax and financial planning advice. Your information is essential for us to fulfill our obligations to you effectively.

Parties to Whom We Disclose Information

We do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include:

  • Internal use: Sharing information with our employees and affiliated entities to assist in providing services to you.

  • External assistance: In limited situations as permitted by law, we may disclose information to unrelated third parties who need to know that information to assist us in providing services to you. In all such cases, we emphasize the confidential nature of the shared information.

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Protecting the Confidentiality and Security of Your Information

We maintain physical, electronic, and procedural safeguards that comply with professional standards to guard your nonpublic personal information. These measures ensure that your data is protected against unauthorized access, use, or disclosure.

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Retention of Information

We retain records relating to professional services for a period necessary to assist you with your professional needs and to comply with professional guidelines. Generally, we maintain this data for seven years.

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Your Rights and Contact Information

If you have any questions or concerns about our Privacy Policy or how we handle your personal information, please contact us at:

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You have the right to request access to your personal information and to ask for corrections if necessary. We will respond to your inquiries promptly and in accordance with applicable laws.

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Opt-Out

If you do not want to receive any marketing-related materials from us, please see How to Contact Us to opt out from receiving such information.

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Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time. Changes will be posted on our website, and we encourage you to review this policy periodically for updates.

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Effective Date

This Privacy Policy is effective as of 1/1/25 and supersedes all prior versions.

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