Privacy Policy
How KC Financial Services collects, uses, and protects your information.
Information We Collect
We collect information you provide directly, including your name, email address, phone number, and details about the tax, bookkeeping, or resolution matter you describe. We may also collect documents you share through our secure client portal for the purpose of preparing your returns or supporting your case.
How We Use Your Information
Your information is used to prepare tax returns, maintain bookkeeping records, support you through IRS resolution processes, schedule appointments, and respond to your inquiries. We do not sell your information to third parties.
Information Security
We treat all client data as confidential and use secure systems for document handling. You can upload documents through our secure client portal. Access to your information is limited to the firm's principal practitioner and qualified virtual assistants under direct oversight.
Text Messaging
By opting in, you agree to receive text messages from KC Financial Services at the mobile number you provided, including appointment reminders and replies to your inquiry.
Mobile information is not shared with third parties for marketing purposes.
You can reply STOP to opt out or HELP for help. Message and data rates may apply. Message frequency varies. Consent is not a condition of purchase.
The business name for all text messages is KC Financial Services.
Sharing of Information
We share your information only as required for tax filing or with your explicit authorization. For matters requiring formal representation before the IRS, we may refer you to qualified professionals and share only what you authorize.
Contact Us
If you have questions about this Privacy Policy, call us at (901) 267-4796 or use the contact form on our Contact page.