PRIVACY POLICY

Karim Bhojani, CPA, PC (“we,” “our,” or “the firm”) respects the privacy of our website visitors, clients, and prospective clients. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website or communicate with us online.

By using this website, you accept the terms described in this Privacy Policy.

1. Information We Collect

We may collect:
Personal Information

• Name

• Email address

• Phone number

• Mailing address

• Business or personal tax information

• Documents or files voluntarily shared

Non-Personal Information

• Browser type

• IP address

• Device information

• Website usage data

• Cookies and tracking data

We only collect personal data that you voluntarily provide or that is necessary to deliver

professional services.

2. How We Use Your Information

We may use your information to:

• Provide accounting, tax, and advisory services

• Respond to questions or inquiries

• Maintain internal records

• Improve website performance

• Send administrative information or service updates

• Comply with legal and regulatory obligations

We do not sell or rent personal information to third parties.

3. Confidentiality of Client Information

As a CPA firm, we follow professional confidentiality standards, including:

• AICPA Code of Professional Conduct

• IRS confidentiality rules

• Gramm-Leach-Bliley Act (where applicable)

• State licensing board requirements Client information is never shared without written consent unless required by law or professional standards.

4. Information Sharing We may share data with:

• Third-party service providers who assist with operations (e.g., secure portals, software providers, payment processors)

• Government authorities when required by law or subpoena

All third-party vendors are required to maintain strict confidentiality and security. We do not share client tax return information with marketing companies or unrelated organizations.

5. Data Security

We use reasonable administrative, physical, and technological safeguards to protect data, including secure platforms and encryption where appropriate. However, no system can guarantee 100% security. Transmission of data online is at your own risk.

6. Data Retention

We retain information for as long as necessary to fulfill the purpose collected, comply with regulations, or maintain professional records under CPA ethics and IRS rules.

7. Cookies and Web Tracking

Our website may use cookies and analytics tools to enhance user experience. You may disable cookies in your browser settings, but some website functions may not operate correctly.

8. Links to External Websites

Our website may include links to external sites. We are not responsible for the privacy practices or content of third-party websites.

9. Client Portal & Email Communication

Use of our client portal is voluntary. We recommend uploading sensitive data only through secure platforms rather than email, unless encrypted.

10. Children’s Privacy

This website is not intended for use by children under age 13. We do not knowingly collect data from minors.

11. Your Rights

Depending on applicable state law, you may have the right to:

• Request access to your data

• Request correction or deletion

• Opt out of electronic communication

Requests may be submitted using our contact information below.

12. Updates to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with the updated date