At Kiwi Tax Advisors, we recognize that privacy is of the utmost importance, especially when it comes to your financial and personal information. This Privacy Policy describes how we collect, use, protect, and disclose your information when you visit our website, kiwitaxadvisors.com, or use our professional services.
1. Information We Collect
We collect information that identifies, relates to, or describes you (“Personal Information”). This includes:
Contact Information: Name, email address, phone number, and mailing address.
Tax and Financial Data: Social Security Numbers (SSNs), Employer Identification Numbers (EINs), income records, bank statements, and other documents necessary for tax preparation.
Technical Data: IP address, browser type, and usage data collected through cookies and similar tracking technologies when you visit our website.
2. How We Collect Information
We collect information through:
Direct Submission: Information you provide via our contact forms, appointment booking tools, or secure document portals.
Professional Engagement: Information provided during consultations or through the course of our tax advisory services.
Automated Technologies: Cookies and analytics tools that track how you interact with our website.
3. How We Use Your Information
We use your information strictly for professional purposes, including:
Preparing and filing your federal and state tax returns.
Providing tax planning and business advisory services.
Communicating with you regarding your account, deadlines, or service updates.
Complying with legal and regulatory requirements (e.g., IRS regulations).
Improving our website and client experience.
4. Disclosure of Information (IRC Section 7216)
As tax professionals, we are governed by Internal Revenue Code Section 7216. We do not disclose your tax return information to third parties for purposes other than the preparation and filing of your tax return unless:
You provide specific, written consent.
We are required to do so by law (e.g., a court order or subpoena).
It is necessary to provide the service (e.g., e-filing with the IRS or state tax authorities).
We do not sell, rent, or lease our client lists or your personal information to third parties.
5. Data Security
We implement industry-standard security measures to protect your sensitive data, including:
Encryption: Use of SSL/TLS encryption for data transmission.
Secure Portals: We encourage the use of encrypted document portals rather than email for sensitive documents.
Access Controls: Restricting access to your personal information to employees who need that data to perform their jobs.
6. Third-Party Service Providers
We may use third-party service providers to assist in our operations (e.g., cloud-based tax software like Intuit or Xero, or secure storage providers). These providers are contractually obligated to maintain the confidentiality of your information and are prohibited from using it for any other purpose.
7. Your Rights and Choices
Access and Correction: You may request to review or update your personal information at any time.
Opt-Out: You may opt out of receiving promotional emails from us by following the “unsubscribe” link. However, we will still send you essential service-related communications.
Cookies: Most web browsers allow you to manage cookie settings. Note that disabling cookies may affect the functionality of our website.
8. Children’s Privacy
Our website and services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children.
9. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The “Effective Date” at the top will indicate when the latest changes were made.
10. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your data, please contact us:
Kiwi Tax Advisors
8801 S Harlem Ave.
Chicago, IL 60455
Phone: +1 (708) 887 8786
Email: info@kiwitaxadvisors.com
