Privacy Policy

King Advisory & Tax Solutions is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, store, and protect your information when you interact with our services, website, and staff.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, address, phone number, email, Social Security number, and other identifiers.
Financial Information: Tax documents, income data, banking details, investment information, and other records relevant to financial or tax preparation.
Digital Information: IP address, browser type, device information, and usage data when you access our website or services online.

2. How We Use Your Information

We use your information to:

Provide tax preparation, advisory, and financial planning services
Respond to your inquiries and provide customer support
Maintain accurate internal records
Meet regulatory and legal obligations
Communicate updates, promotions, or relevant news (with your consent)

3. How We Share Information

We do not sell, rent, or trade your information. We may share your information with:

Service providers and partners who help us deliver our services (e.g., IT support, payment processors)
Legal or regulatory authorities when required by law
Third parties with your explicit consent

4. Data Security

We implement industry-standard physical, administrative, and technical safeguards to protect your information from unauthorized access, disclosure, or misuse.

5. Your Choices

You may:

Request access to or correction of your personal data
Opt out of marketing communications at any time
Request deletion of your personal information, subject to legal and contractual obligations

6. Cookies & Website Tracking

Our website may use cookies or similar technologies to enhance your browsing experience. You can manage your cookie preferences through your browser settings.

7. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect information from minors.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will be posted on our website with the effective date.

9. Contact Us

If you have any questions or concerns regarding this Privacy Policy or how your information is handled, please contact us:

King Advisory & Tax Solutions
770-467-3452