If you are like most Americans, privacy is a big concern to you. We want you to know that we at KKAJ share this concern. During the preparation of your tax return you share personal information with the employees and owners of KKAJ. This might include information on applications, worksheets, tax organizers or other documents we use in preparing your taxes or financial plan. It also may include information we receive directly from third parties such as brokerage houses and banks regarding your accounts with them and information about your transactions with us. We value your trust and make every effort to continue to deserve your confidence.
Protecting your privacy is important to us and your personal information is only shared with those employees with whom it is necessary to perform the services you have hired us to do. State and federal laws, and the standards of the CPA profession, pledge us to keep your information confidential unless we are required by a legal authority to divulge the information.
Your personal information is stored in a secure space and on a secure computer. We take our obligation to you very seriously and value your trust. If you ever discontinue your client relationship with KKAJ, we will be happy to furnish you with a copy of the information in our files and will continue to protect and treat the information that you have trusted us with as confidential. When your personal information is no longer needed, it is shredded, erased or destroyed before being recycled.
If you have any questions about this policy, please do not hesitate to contact us.
“I have had a relationship with KKAJ for nearly two decades. Not only have they been the constant professionals offering financial and taxation assistance, but the entire firm has treated me as though I’m family. Perhaps better than family, but the point is there has always been an unparalleled covenant of trust.”