Privacy Policy

At Kehoe & Company, LLC, we understand the importance of protecting the privacy and confidentiality of our clients’ information. This Privacy Policy outlines our commitment to safeguarding the personal and financial data we collect and maintain as part of our accounting/tax services. Please read this policy carefully to understand how we handle and protect your information.

Collection and Use of Client Information:

1. Types of Information Collected: We may collect various types of information from our accounting/tax clients, including but not limited to names, contact details, financial records, tax documents, and other relevant data necessary for providing accounting/tax services.

2. Purpose of Information Collection: We collect client information to facilitate the provision of accounting/tax services, comply with legal and regulatory requirements, and maintain accurate financial records. We use this information solely for accounting/tax purposes and do not disclose it to third parties unless required by law or with the client’s consent.

3. Data Retention: We retain client information for as long as necessary to fulfill the purpose for which it was collected, comply with legal obligations, and protect our legitimate business interests. Once the information is no longer needed, we will securely dispose of it.

Information Security:

1. Data Protection Measures: We implement appropriate technical and organizational measures to protect client information against unauthorized access, alteration, disclosure, or destruction. These measures include secure data storage, access controls, regular backups, and encryption where applicable.

2. Confidentiality of Client Information: We maintain strict confidentiality of client information and restrict access to authorized personnel who require it for legitimate business purposes. All employees and contractors are bound by confidentiality agreements and are aware of the importance of safeguarding client information.

3. Third-Party Service Providers: In some cases, we may engage third-party service providers to assist us in delivering accounting/tax services. We ensure that these providers adhere to strict data protection standards and require them to handle client information confidentially and securely.

Legal Compliance:

1. Legal Requirements: We comply with all applicable laws, regulations, and industry standards regarding the collection, use, retention, and disclosure of client information. We will disclose client information if required by law or to protect our legal rights and interests.

2. Policy Updates: We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We encourage clients to review this policy periodically to stay informed about how we protect their information.

Contact Information:

If you have any questions or concerns about our Privacy Policy or the handling of your client information, please contact us at kehoeandcompanyllc@gmail.com. We will address your inquiry promptly and work towards resolving any issues.

By engaging with our accounting/tax services, you acknowledge that you have read, understood, and agreed to the terms outlined in this Privacy Policy.

Last updated: 08/26/2024