KSF CPA Services LLC



Privacy Statement

At KSF CPA Services LLC, we place the highest importance on respecting and protecting your privacy. Our relationship with you is very important to us and we’ll work hard to keep you happy with us. You can feel comfortable and confident when using our products and services and with entrusting your personal and tax return information to us knowing that we’re always placing with your best interests first. We’re ready to begin serving you today. Simply click here to contact us by email CPA@KSFCPA.com or by calling us at (920) 748-5128 now! “It just couldn’t be easier!™”

Scope:

This statement applies to the KSFCPA.com Web sites and services that display or link to this statement.

Information Collection

When you purchase a service, we ask you for information such as name, address, and telephone number that helps us confirm that your payment information is correct. This information is used to create or maintain your KSF CPA Services LLC account information. We may obtain additional information about you, such as demographic information, from commercially available sources.

When you register, we require that you create user credentials consisting of a user id and password and designate a security question and associated answer. We use that information to grant you access to the services you have selected or to label the answers that you may provide. We also collect an e-mail address so that we may send communications such as order confirmation or information about the status of your return. We may also send or display surveys about our products and services which you may choose to answer.

In order to prepare your return, to file your return, to provide advice about tax matters, and/or to provide an audit defense service, we collect information about your income, deductions, credits, dependents, etc. Collectively, this information is known as tax return information.

When you visit our Web sites we may collect information about the pages you view, the links you select or actions you take using the standard information that your browser sends to each Web site you visit such as IP address, browser type, and the previously visited Web page.

We collect your personal information and your permission when you subscribe to one of our newsletters.

Information Use

We do not sell or rent your personal or tax return information to anyone.

We do not share your personal or tax return information with anyone inside or outside of KSF CPA Services LLC for their promotional or marketing use.

We do not share your tax return information inside of KSF CPA Services LLC for promotional or marketing use.

KSF CPA Services LLC uses your personal information to manage your account, to contact you and to operate, improve, and deliver our products and services, including Web sites. We use your personal information to provide you with information and services you request, to tell you about KSF CPA Services LLC products and services, and to give you a customized, interactive experience as you use our products. We use your personal information to charge you for the products and services you purchase. We use the contact information you provide to communicate with you. We use your tax return information to prepare and file your return, and provide related assistance and services.

As part of the tax filing process, the IRS requires KSF CPA Services LLC to request the e-mail address of the person electronically filing a tax return and, if an email address is collected, provide it to the IRS. As a method for detecting fraud in connection with the electronic filing of tax returns transmitted via the Internet, the Internal Revenue Service ("IRS") requires KSF CPA Services LLC to provide to the IRS the Internet Protocol ("IP") information (e.g., IP Address, IP Date, IP Time and IP Time Zone) of the computer from which the return originated associated with that return.

We use responses to surveys and polls to improve our products and services. We summarize information about your usage and combine it with that of others to learn about the use of KSF CPA Services LLC products to help us develop new products and services. This information is collected in such a way that it can not be used to identify an individual.

We retain digital copies of your certain documents you provide to us, as well as completed and filed tax returns as required by IRS and state regulations and in accordance with KSF CPA Services LLC's Records and Information Management Policy.

We may use service companies on our behalf to perform services for you, with your explicit approval. Accordingly, we will send you a form, together with our engagement letter, seeking your specific consent to share your tax return information with others, within and outside the U.S., who assist us with entering data into our secure tax software systems operated from within our offices. You are not required to provide this consent, but our service fees may be higher without such consent. We utilize these companies’ services during our peak processing times to enable us to provide low-cost services to you. All work continues to be under the direct supervision, review and approval of a CPA from our firm.

We also may enter into contracts with third parties who assist us by delivering your orders or providing other services. The contracts outline the appropriate use and handling of your personal information and prohibit third parties from using any of your personal information for purposes unrelated to the product or service for which they've been contracted. Vendors are required to maintain the confidentiality of the information we provide to them.

We may access and/or disclose your information if it is necessary to comply with the law or legal process, to protect or defend KSF CPA Services LLC, or act in urgent circumstances to protect the personal safety of members of the public.

Information Access

You may change your account and contact information any time. We will ask you to sign in so that others are prevented from viewing or changing your information. You may change the information in your tax return until the point you have approved it for electronic filing. You must sign in to make those changes. After that, changes may be made by the procedures set up by the IRS or state tax agency.

You may unsubscribe from our newsletters by using the unsubscribe link provided in the newsletter sent to you or change your contact preferences any time by contacting our firm by email.

Information Security

KSF CPA Services LLC works to protect your personal information and tax return information from loss, misuse or unauthorized alteration by using industry-recognized security safeguards, coupled with carefully developed security procedures and practices, which align to the Federal Trade Commission guidelines. We maintain physical, electronic and procedural safeguards that comply with applicable law and federal standards. We use both internal and external resources to review our security procedures. Whenever we prompt you to transmit sensitive information, such as tax return or credit card information, we support the encryption of your information as it is transmitted to us. Our associates and staff are trained and required to safeguard your information. That said, in today's technology environment, absolute guarantees of complete information security are not possible. Hackers and others may be able to penetrate our security defenses and access your data which is stored on our systems. We do not provide any warranties against such access or subsequent use of that data by the perpetrators of such a security breach.

As an approved transmitter of electronically filed federal and state income tax returns, KSF CPA Services LLC follows stringent security guidelines to protect the security and privacy of your tax return information. Electronically filed tax returns are encrypted during transmission to us. When transmitting your tax return from KSF CPA Services LLC to the IRS and State Tax Filing Agencies, we use the most secure transmission technology supported by those agencies.

Collection and Use of Children's Personal Information

KSF CPA Services LLC's products and services are intended to be used by adults. KSF CPA Services LLC may collect personal information about children as part of the tax return preparation process. The use of tax return information is restricted and any information contained within the return can only be disclosed or used in accordance with applicable laws: to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; or to provide you with the products and services you specifically request or consent to.

Communication with Us About Privacy

If you have privacy-related questions that are not addressed here, please contact our President directly at:

Kenneth S. Folberg, CPA
KSF CPA Services LLC
108 Watson Street
Ripon, WI 54971-1327


Registration

When registering on KSFCPA.com, we may ask you to provide a limited amount of personal information, including your name, company name (if applicable), address, phone numbers and e-mail address. The personal information you provide to KSF CPA Services LLC will be used to register you for the firm’s services. We may also use your personal information to contact you about other products and services that may interest you, with your approval.

If we make material changes to any of our privacy policies or practices regarding personal information, we will update our statement and post a notice on the KSFCPA.com Web site 30 days before they take effect.

Technologies on our Web site:
We use a variety of technologies on our Web site. Among these are cookies, which are pieces of information that our Web sites provide to your browser. Cookies also allow us to customize your visit to our Web site by recognizing you, for example, when you return to the site. Cookies allow us to track overall site usage and determine areas users prefer. You can choose to decline cookies while at our Web site, however, this may limit your ability to access certain areas of the Web site. Most browsers accept and maintain cookies by default. Check the "Help" menu of your browser to learn how to change your cookie preference.

We may access and set cookies using Web beacons, also known as single-pixel GIFs which are invisible graphical images. These Web beacons tell us useful information regarding our site such as which pages web visitors view.

When we track activity on this or other KSF CPA Services LLC Web sites, we collect information such as your IP address, browser type and version, and pages you view. We also keep track of how you get to our sites and any links you click on to leave our sites. We do not track URLs that you type into your browser, nor do we track you across the Internet once you leave our sites. We use your Web site activity to assist you by reducing the need to re-enter your data and to help us resolve technical support issues.

To assist us in collecting site usage data, we use service providers to place web beacons on specific pages of our site and pass back usage information about that page via the use of cookies to these service providers. Personally identifiable information is not sent to KSF CPA Services LLC or our service providers through the use of these cookies or web beacons and all web navigation data is used only in the aggregate to improve our product and site performance.

When we send you e-mails, we may include a single-pixel GIF (web beacon) to determine the number of people who open our e-mails. When you click on a link in an e-mail, we record this individual response to allow us to customize our offerings to you.

Advertising networks that serve ads on our Web site may assign a different cookie to you. The information collected is anonymous and is not linked to your personal information. These cookies may be used to select which ads you see and determine the effectiveness of this advertising. You may choose to decline cookies from third-party ad servers, which KSF CPA Services LLC does not control.

More About Our Relationships with Third Parties
We have business partners and affiliations that provide services, some of which are co-branded. Partner services and sites are clearly identified. When you request any of these products or services, you are permitting us to provide certain pieces of your personal information to the partner to fulfill your service request.

This Web site may provide links to third-party sites, such as those of our business partners and online advertisers. Because KSF CPA Services LLC does not control the information policies or practices of these third parties, you should review their privacy policies to learn more about how they collect and use personal information.

Should we sell, merge or transfer any part of our business, part of that sale may include your personal information. If so, you will have the opportunity to ask not to receive promotional materials following any change of control.

Preparation and Electronic Filing of Tax Returns: "Tax return information" is information that you provide to KSF CPA Services LLC to prepare your tax returns. The use and disclosure of tax return information is governed by Section 7216 of the Internal Revenue Code and many state codes and regulations. Additionally, as a member of the American Institute of Certified Public Accountants, Kenneth S. Folberg, CPA and any associate CPA’s in our firm, strictly adhere to the Institute’s Code of Professional Ethics. KSF CPA Services LLC discloses or uses your tax return information only in accordance with applicable laws: to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax returns; or to provide you with the products and services you specifically request or consent.

Data Entry Links: Data Entry Links allows you or, with your approval, our firm to retrieve and enter tax information automatically from sources such as participating employers, brokerages, payroll companies, mortgage companies, and mutual fund companies, directly onto the correct forms in our tax software. When you download information from such tax information providers, personal information may be required to authenticate the account holder, such as the user name, account number and/or password you normally use to access the information on the participating site. KSF CPA Services LLC uses this personal information solely for the purpose of providing authentication to the tax information provider and it is not retained by KSF CPA Services LLC after the tax return is filed. The data transmissions between KSF CPA Services LLC and the information sources are encrypted.

Data Transfer: KSF CPA Services LLC may import data from your prior year's tax return or other systems. We use industry recognized security safeguards during the transmission of this data over the Internet.

Payment of Federal Balance Due via Credit Card or Electronic Check: If you would like to pay your federal balance due by credit card or electronic check (withdrawal directly from your bank account), the IRS requires your name, Social Security Number, and balance due. If you select the credit card or electronic check payment option, including payment through electronic filing, you are giving your consent for KSF CPA Services LLC to gather this information from your tax return and transmit it securely to our payment processor. Our payment processing partner uses this information solely to process payment of your federal and/or state taxes. If you don't want this information transmitted to our payment partner, we recommend payment by check. You may also be requested to provide your personal information, such as your e-mail address and phone number, which may be used to contact you if there is a question about your payment.

Electronic Archiving of Tax Returns: KSF CPA Services LLC will store your tax returns and other documents in PDF or similar file formats. We do not use the content of your files for any other purpose.

Customer Service and Technical Support: During the Customer Service and Technical Support Process, we request certain personal information including your name, address, phone numbers and e-mail address. We use this personal information to contact you to answer your question or resolve your issue. We may send you a follow-up survey.

Feedback Center: When using our Web site, you can ask us questions and share comments or suggestions with us. Comments and suggestions are not confidential. You may supply a name and email address so we can respond to you directly.

In Summary, we only use your information in the ways that we need to in order to serve you in ways which are Convenient, Economical & Certified.™

Get started today by email CPA@KSFCPA.com or calling us at (920) 748-5128 now!