Privacy Policy

When you use the general contact form or otherwise contact Accounting Karma through the website, you may provide your name, email address, phone number, and the message you choose to submit.

Please do not submit Social Security numbers, tax returns, bank information, passwords, or other confidential tax or financial documents through the public contact form or ordinary email. Clients should use an approved secure portal when requested by the firm.

The website and its hosting, security, and communications providers may process standard technical information necessary to operate and protect the site. Depending on the provider, this may include IP address, browser or device information, timestamps, requested pages, and security or diagnostic logs.

Information submitted through the website may be used to respond to inquiries, communicate about requested services, operate and secure the website, troubleshoot technical issues, maintain business records, and comply with applicable professional or legal obligations.

Submitting a website inquiry does not create a CPA-client relationship. A professional relationship begins only after the firm accepts an engagement under appropriate terms.

Accounting Karma may use service providers to host the website, deliver website communications, maintain technology, or support security. Those providers may process information as needed to perform services for the firm and are subject to their own contractual and legal obligations.

Accounting Karma does not sell personal information submitted through the website contact form in exchange for money. The website is not designed as an advertising data marketplace.

Information may be retained for as long as reasonably necessary for the purpose for which it was collected, to maintain business records, or to address applicable legal and professional obligations.

Accounting Karma uses administrative and technical measures intended to protect information. No website, email system, or electronic transmission method can be guaranteed to be completely secure, which is why confidential tax documents should be exchanged only through an approved secure workflow.

This website is intended for adults seeking accounting, tax, or business services and is not directed to children under 13. The firm does not knowingly use the public website to solicit personal information from children under 13.

This policy may be updated as the website, service providers, or privacy practices change. The revised policy will be posted on this page with an updated revision date when appropriate.