Privacy Policy
Welcome to MYK CPA (“Company,” “we,” “our,” or “us”).
Your privacy is extremely important to us. As a professional accounting firm, we are committed to protecting the confidentiality of our clients’ personal, financial, and tax-related information in compliance with applicable privacy laws and professional standards, including the AICPA Code of Professional Conduct. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website mykcpa.com (the “Site”) or engage with our services. By using our website or providing your information, you consent to the practices described in this Policy.
Information We Collect
(a) Information You Provide Directly
Name, contact information (email address, phone number, mailing address)
Business name and contact details
Financial or tax documents you voluntarily upload or share with us
Payment or billing information
Any additional information you provide when contacting us or using our services
(b) Information Collected Automatically
IP address and browser type
Access times and pages visited
Device and operating system information
Cookies or similar technologies (see Section 8 below)
How We Use Your Information
We use your personal and financial information solely for legitimate business and professional purposes, including to:
Provide accounting, tax, and advisory services
Prepare and file tax documents on your behalf
Communicate with you regarding your engagement or inquiries
Maintain accurate client records and billing information
Improve our website and service offerings
Comply with legal, regulatory, or professional obligations
We do not sell or rent your personal or financial information to third parties.
Professional Confidentiality
As a CPA firm, we adhere strictly to professional confidentiality rules.
All client information, whether personal or financial, is treated as confidential under applicable state laws and professional standards.
We will not disclose any client information without prior consent, except as required by law or authorized by you (e.g., for IRS or state filings).
Sharing and Disclosure of Information
We may share your information only in the following circumstances:
With trusted third-party vendors or service providers (e.g., cloud accounting platforms, secure document storage, or IT providers) that assist in our operations, under strict confidentiality agreements.
When required by law, subpoena, or government regulation.
To protect our rights, property, or safety, or that of others.
All third-party providers are required to safeguard your data and use it only for the purposes specified by MyK CPA.
Data Retention
We retain client information for as long as necessary to:
Fulfill the purpose for which it was collected
Maintain accurate business and financial records
Comply with professional retention obligations and legal requirements
When data is no longer needed, it is securely destroyed or anonymized.
Data Security
We implement robust administrative, technical, and physical safeguards to protect your personal and financial data against loss, theft, unauthorized access, or disclosure.
This includes secure servers, encrypted file transfers, and restricted employee access on a “need-to-know” basis.
However, please note that no internet transmission is entirely secure, and we cannot guarantee absolute security.
Cookies and Tracking Technologies
Our website may use cookies or similar technologies to improve user experience, analyze website traffic, and personalize content.
You may set your browser to refuse cookies, but some features of the site may not function properly as a result.
Your Rights
Depending on your jurisdiction, you may have the right to:
Access, correct, or delete your personal data
Request a copy of your data
Withdraw consent to processing (if applicable)
Restrict or object to certain types of processing
To exercise these rights, please contact us using the information below.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in law, technology, or our practices.
The updated version will be posted on this page with a revised “Effective Date.”
We encourage you to review this Policy periodically.
Effective Date: 10/13/2023
