KT Financial Partners ("KT Financial Partners," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through this website (the "Site"), how we use and protect it, and the choices available to you. By using the Site, you agree to the collection and use of information as described in this policy.
We collect information in the following ways:
We use the information we collect to:
We do not sell your personal information.
We use the following third-party services to operate this Site and our practice. Each provider processes information according to its own privacy policy, which we encourage you to review:
Once an engagement begins, additional information you provide as a client may be processed through accounting, tax, and payroll software used to deliver our services. That information is governed by your signed engagement letter and the applicable confidentiality obligations described below, not by this Site's contact form data flow.
Financial and business information shared with us in the course of an active client engagement is treated as confidential and is protected under the terms of your engagement letter, in addition to the general practices described in this policy. We do not disclose client financial information to third parties except as necessary to deliver the agreed services (for example, coordinating with our partner network on tax filings, or with your existing bookkeeper or CPA), as authorized by you, or as required by law.
We take reasonable administrative and technical measures to protect the information we collect from unauthorized access, disclosure, alteration, or destruction. No method of transmission or storage over the internet is completely secure, and we cannot guarantee absolute security.
We retain contact form submissions and scheduling information for as long as reasonably necessary to respond to your inquiry or manage our relationship with you. Client financial records are retained in accordance with applicable professional and regulatory record-keeping requirements.
You may request that we delete personal information you've submitted through this Site by contacting us using the information below, subject to any records we're required to retain for legal, regulatory, or professional obligations. If you are a resident of a state with specific privacy rights (such as California), you may have additional rights regarding your personal information; contact us to make a request.
This Site is intended for business use and is not directed at individuals under the age of 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Continued use of the Site after changes are posted constitutes acceptance of the revised policy.
If you have questions about this Privacy Policy or wish to make a request regarding your personal information, contact us at tu.hoang@ktfinancialpartners.com or (678) 677-3869.
This policy is provided for general informational purposes and does not constitute legal advice. KT Financial Partners recommends periodic review of this policy by qualified legal counsel to ensure ongoing compliance with applicable law.