K I PATTON, CPA
Please visit https://www.meethtax.com/ for tax preparation services
K I PATTON, CPA
Please visit https://www.meethtax.com/ for tax preparation services
Privacy Policy
Effective Date: January 1, 2026
This Privacy Policy describes how K I Patton CPA collects, uses, and discloses your personal information.
1. Information We Collect
We collect information required to provide professional CPA services.
- Identifiers: Name, SSN, ITIN, driver's license, and IP address.
- Contact Data: Billing address, email address, and phone number.
- Financial Data: Bank accounts, tax documents, income, and investment records.
- Employment Data: Salary, benefits, and payroll details.
2. How We Use Your Information
We use your data strictly to deliver accounting and tax services.
- Service Delivery: Preparing tax returns and financial statements.
- Communication: Sending appointment reminders and invoice updates.
- Compliance: Meeting IRS and California Board of Accountancy regulations.
3. Sharing Your Information
We do not sell your personal information to third parties.
- Service Providers: We share data with secure cloud hosting providers.
- Legal Obligations: We disclose data if required by subpoenas or laws.
- Consent: We share data with third parties only with your explicit written consent.
- SMS Consent: We do not share SMS consent with third parties.
4. California Privacy Rights
You have specific rights under California law, including the CCPA.
- Right to Know: You can request a list of collected data.
- Right to Delete: You can request deletion of your personal data.
- Right to Correct: You can request corrections to inaccurate data.
- Retention Limits: We keep records for 7 years per professional standards.
5. Security Measures
We protect your data using industry-standard security protocols.
- Encryption: Data is encrypted both in transit and at rest.
- Access Controls: Only authorized personnel can view your files.
- Portals: We use secure portals for all document transfers. This includes Onvio and Google Docs.
6. Data Processing Location
Your trust and privacy are paramount to our practice.
- US-Based Operations: All data processing occurs exclusively within the United States.
- No Outsourcing: We do not utilize international third-party software or overseas contractors.
K I Patton CPA
Thank you for visiting our website. We are not currently accepting new clients.
We are not currently accepting new clients.
kipattoncpa.com
562.495.3213
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