Effective Date: 06/12/2024

Kharel CPA & Co. LLC (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, https://kharelcpa.com/ (“Site”), and use our services. Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access the site.

1. Information We Collect

We collect the following categories of information:

1.1 Personal Information

When you engage with us, we may collect personal details, including but not limited to:

• Full name
• Contact information (email address, phone number, mailing address)
• Social Security Number (SSN) or Taxpayer Identification Number (TIN), when required
• Financial information (bank account details, income data, tax documents)
• Identification documents (driver’s license, passport)

1.2 Non-Personal Information

This includes:

• Browser type and version
• Device type, IP address, and operating system
• Referring website URLs and usage details
• Cookies, log files, and analytics data

1.3 Sensitive Data

We may collect sensitive information such as financial data and tax records to provide our accounting services. Such data will only be collected with your explicit consent where required by law.

2. How We Use Your Information

We use your information for the following purposes:

• Service Delivery: To provide accounting, tax preparation, and advisory services.
• Communication: To respond to inquiries, send updates, and provide client support.
• Compliance: To comply with legal and regulatory obligations.
• Site Improvement: To analyze usage trends and enhance our website functionality.

3. Online SMS Terms

We use your mobile or telephone numbers to provide, respond or deliver appointment reminders, order alerts, and account service related notifications according to following terms:

• Messaging frequency may vary.
• Message and data rates may apply.
• To opt-out at any time, text STOP.
• For assistance, text HELP or visit our website at https://kharelcpa.com
• Visit https://kharelcpa.com/privacy-policy for privacy policy and https://kharelcpa.com/terms-conditions for Terms of Service.

4. Sharing Your Information

We do not sell or rent your personal information. We may share your information in the following circumstances:

• With Service Providers: Trusted third-party vendors assisting in service delivery, such as payment processors or IT support.
• For Legal Reasons: To comply with subpoenas, court orders, or legal processes.
• With Consent: When you provide explicit consent for sharing.

5. Data Security

We implement industry-standard security measures to protect your data, including:

• Encryption for data in transit and at rest.
• Regular vulnerability scans and system updates.
• Role-based access control for sensitive information.
• Secure destruction of data when no longer needed.

While we strive to protect your information, no system can guarantee 100% security.

6. Cookies and Tracking Technologies

Our website uses cookies to enhance user experience. You can disable cookies through your browser settings; however, some website features may not function properly.

7. Your Rights

Residents of Ohio and applicable jurisdictions have the following rights:

• Access: Request details about the personal data we hold about you.
• Correction: Request correction of inaccurate or incomplete data.
• Deletion: Request deletion of personal information, subject to legal requirements.
• Objection: Object to certain data processing activities.
• Portability: Request transfer of your data to another service provider.

To exercise your rights, contact us at khagen2021@kharelcpa.com/+1-2817589181.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites.

9. Children’s Privacy

Our services are not directed at children under 13, and we do not knowingly collect personal information from children.

10. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be effective immediately upon posting on this page, with a revised “Effective Date.”

11. Contact Us

For questions or concerns about this Privacy Policy or our data practices, please contact us:

• Email: khagen2021@kharelcpa.com
• Phone: +1-2817589181
• Contact: Kharel CPA & Co. LLC, 800 Cross Point, Dr Unit U, Gahanna, OHIO 43230, USA

This Privacy Policy aligns with the Federal Trade Commission (FTC) guidelines and Ohio’s applicable privacy laws while addressing unique concerns of accounting services.