Kirchner & Jordan

Certified Public Accountants

Privacy Policy

 

We value your trust and confidence and we want to assure you that your personal information is kept completely confidential. As Certified Public Accountants (CPAs) and members of the National Society of Accountants, we adhere to the highest level of professional ethical responsibility and obligation to protect the confidentiality of all client information.

 

This Privacy Policy is to help you understand what information we collect about you, the limited times we may share it with others, and what measures we take to protect your privacy.

 

What personal information do we collect?

 

In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements, we collect various types of personal information about you from the following sources:

 

• Information we receive from you in person, by phone, mail, e-mail, through our website, on tax preparation worksheets, and on other documents or forms we use in preparing your tax return or providing other services for you. Such information may include your name, address, phone number, email address, social security number, income, investment and other assets, and other tax and financial information about you.

 

• Information we receive from others about your transactions or relationships with them. Such information may include investment, loan or banking activity, balances or account numbers, legal agreements and documents, and other information we gather in the course of providing services to you.

 

• Information we receive from you when your browser interacts with our website. This could include information transmitted on an Internet “cookie,” such as your password to our site, your preferences on the site, and your Internet service provider’s address.

 

• Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
   

• NO SMS CONSENT OR PHONE NUMBERS WILL BE SHARED WITH THIRD PARTIES OR AFFILIATES FOR MARKETING PURPOSES.

 

SMS TERMS AND CONDITIONS

• By opting in to receive SMS communications from us, you agree to these Terms of Service. Please read them carefully.

1. Consent for SMS Communication
By providing your phone number and opting in to receive SMS communications, you consent to receive text messages from Kirchner & Jordan CPAs. This includes but is not limited to the types of communications described below.
Information obtained as part of the SMS consent process will be used solely for the purposes outlined in this document and will not be shared with third parties.  SMS Opt-In consent and the phone numbers we collect for the purpose of SMS will not be shared with third parties or affiliates in any circumstance.

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2. Types of SMS Communications
We may send SMS communications in the following contexts:

Customers and Guests

• Order updates (e.g., order confirmations, shipment tracking, delivery notifications).

• Notifications about account activity or relevant services.

• Promotional messages, if separately consented to by the user.

3. Standard Messaging Disclosures

• Message Frequency: The number of messages you receive will depend on your engagement with our services and interactions. Messaging frequency may vary.

• Message and Data Rates: Standard message and data rates may apply based on your mobile carrier and plan. Message and data rates may apply.

• Opt in: By providing your phone number and checking the checkbox you are providing us consent and opting into our text messages.

• Opt-Out: You may opt out of receiving SMS communications at any time by texting “STOP”. Once you opt-out, you will no longer receive SMS messages from us.

• Help Support: For assistance, text “HELP” or visit kirchnerjordancpa.com or call us at 509-328-8844

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Is personal information shared with others?

 

We do not share any personal information about you with anyone without your express consent, except as permitted by law and as described below.

 

The law permits or requires disclosure of information in certain instances: to protect against fraud, in response to a court subpoena, or as part of actual or threatened legal proceedings or alternate dispute resolution.

 

We may share any information we collect (except for consumer reporting agency information, which we do not disclose) to nonaffiliated companies which perform support services on our behalf (such as tax or data processing, transmission of electronic returns or data, records retention, and mailing services). We do not sell or otherwise disclose our client list or any of your information to outside companies for their marketing or solicitation use.

 

We may also share your information with other parties who help assure our compliance with professional accounting standards (such as peer review), or who conduct due diligence procedures, such as if we consider a sale or merger of our practice.

 

How do we protect the confidentiality and security of your personal information?

 

Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. And we take appropriate precautions such as confidentiality agreements before sharing your information with any outside parties.

 

Should you become an inactive client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.

 

Our pledge to you

 

As CPAs, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties for the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it only as necessary, and perform our engagements so as to always maintain your trust and confidence in us.

 

Thank you for allowing us to be of service. We truly value our relationship with you. We hope you view our firm as your most trusted advisor, and will work to continue earning that trust. Please call us anytime you have questions or if we may be of further service.

 

Best regards,

 

Kirchner & Jordan

Certified Public Accountants