Your privacy is important to us, and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We have prepared this policy to explain what types of information we collect, how we use it, and under what circumstances we may share it.
We collect personal information about you, but only when that information is provided by you or is obtained by us with your authorization. We use that information to plan and perform the specific assessment or engagement requested by you, including but not limited to your personal income tax returns, financial planning services.
Examples of sources from which we collect information include:
We may use Contact Data to send you information about KLiCHS or our products or services, or promotional material, or to contact you when necessary. We may use your Financial Data to verify your qualifications for certain products or services and to bill you for products and services. We may use your Demographic Data to customize and tailor your experience on the Site, displaying content that may interest you according to your preferences.
We do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following specific situations:
KLiCHS employees are permitted to access the information they need to perform their jobs. We maintain strict internal policies against unauthorized disclosure or use of client information. KLiCHS may have a number of related companies offering a wide variety of services such as cost segregation consulting, securities brokerage, insurance services, human resource consulting, registered investment advisory services, and many others. Information held by any KLiCHS-related company is available to other members of the KLiCHS family for authorized purposes.
Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.