Kilbane & Wise, CPAs Privacy Policy
Your privacy is important to us. Kilbane & Wise, CPAs (also referred to as “Kilbane & Wise, CPAs”, “we”, “us” and “our”) adopted this privacy policy to inform you how we use information you may provide to us. All personally identifiable information (“PII”) provided to us is used exclusively for ensuring our services are tailored to meet your highest quality standards.
By providing information to us, you explicitly agree to our collection and use of such information as described in this Privacy Policy.
Kilbane & Wise, CPAs, is committed to protecting users' privacy and addressing potential privacy concerns. The following information has been posted to help you understand what private information we collect and how your information is used.
Obtaining Client Information
Kilbane & Wise, CPAs is required to collect certain personal information about you in order to perform services on your behalf. This information is provided by you or is obtained by us with your authorization. Such services include, but is not limited to provide accounting, auditing, bookkeeping, consulting, tax, and other services.
Examples of sources from which we collect information include:
- Discussions and phone calls with you
- Letters or e-mails from you
- Tax returns or financial documents
- Bank details provided by you
- Client assessment & client onboarding questionnaires
Types of private information collected
Kilbane & Wise, CPAs may collect the following types of information to perform services on your behalf:
Personal information:
- Name of taxpayer
- Name of Dependent(s)
- Email address(es)
- Physical address(es)
- Contact telephone number(s)
- Information directly related to completing authorized services, such as Social Security number(s) (SSN), Tax Identification number(s) (TIN), Employer Identification number(s) (EIN), birth dates, drivers’ licenses number(s), etc.
Communicating with Clients
To perform services as efficiently as possible, using the private information collected from you, Kilbane & Wise, CPAs may reach out to you in a variety of ways. This includes but is not limited to internet-based communications technologies such as email or online conference platforms. More traditional means of communication like telephony, facsimile, or SMS communications might be used. Unless you explicitly notify Kilbane & Wise, CPAs, you permit us to contact you via the use of SMS, and to receive SMS messages from Kilbane & Wise, CPAs. SMS messages will be used for appointment scheduling, appointment reminders, non-sensitive client communications, filing instructions, and billing notifications. Message frequency varies. Message and data rates may apply. We do not share your contact information. For additional information on how we handle PII, review our privacy policy at https://www.kwcpas.com/privacy.html.
Automatically collected information
We do not collect data on how you visit https://www.kwcpas.com.
Our website does not use cookies to enhance its functionality.
Children’s privacy protection
Protecting a child’s right to privacy is paramount to Kilbane & Wise, CPAs. We do not nor will not knowingly solicit, intentionally collect, receive, or maintain information about anyone under the age of 13. If we obtain actual knowledge that we have received such information, we will take action to delete it.
We will not share your Personally Identifiable Information without your consent
We do not purchase your PII from third parties. Nor do we, sell or share your PII with third parties except as described in this Privacy Policy. From time to time, Kilbane & Wise, CPAs may be obligated to share your PII with entities such as a third-party service providers; business partners; or as needed for compliance or legal purposes. Third-party service providers would only have access to your requisite PII to aid in the services Kilbane & Wise, CPAs is performing on your behalf. They must process the PII in accordance with this Privacy Policy.
Examples of how you PII might be shared
- Providing services on your behalf
- Payment processing
- Providing client support
- Sending communications
Why we may share your PII for legal reasons
We may disclose your PII for legal reasons as well, including:
- As part of a merger, sale of company assets, financing or acquisition of all or a portion of our business by another company where client information will be one of the transferred assets
- As required by law, for example, to comply with a valid subpoena or other legal process
- When we believe in good faith that disclosure is necessary to protect our rights, or to protect your safety (or the safety of others)
- To respond to a government request.
We will not disclose your PII to other third parties unless you provide Kilbane & Wise, CPAs affirmative consent.
How we keep your information secure
Kilbane & Wise, CPAs, CPAs is committed to ensuring that your PII is secure. Except as otherwise described in this Privacy Policy, we restrict access to PII and other personal data about you to employees of our firm and other parties who must use that information to provide services on our behalf to you. We maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your PII. Despite these efforts, security cannot be guaranteed against all threats. We limit access to your PII to those who have a need to know and require those individuals to maintain the confidentiality of such information.
How long we store your information
Depending on how we need to use your information, we store your personal information for the minimal period of time required by law.
Your privacy rights
Kilbane & Wise, CPAs, generally collects only the PII necessary to fulfill your request. Where additional, optional information is sought, you will be notified of this at the point of collection.
Depending on the jurisdiction in which you are located, you may have the following rights in relation to your personal data:
Right of access and data portability. You may have the right to request that we disclose to you information about our collection and use of your personal data in the preceding 12 months, including: (a) the categories and specific pieces of personal data we collect; (b) the categories of sources from which we collect or sell personal data; (c) the business or commercial purpose for which we collect personal data; (d) the categories of third parties with whom we share personal data; and (e) the categories of personal data disclosed for a business purpose or sold to third parties and the categories of third parties to whom such personal data was sold or disclosed.
Right to deletion. You may request that we delete certain personal data that we have collected about you. The foregoing is subject to our right to maintain your personal data for specific purposes as permitted by law. If we are unable to comply with any such request, we will notify you.
Right to opt out. You may have the right to request that your personal data not be used for any other reason than business purposes.
Right to correct. If your personal data is incomplete or incorrect, you have the right to correct it.
Right to non-discrimination. You have the right to exercise any of the rights listed above without discrimination by us or any additional charges or costs.
SMS Terms & Conditions
The Terms of Service related to SMS communication must either be included in the privacy policy or be a stand-alone document. The document must include the following:
SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.
Types of SMS Communications:
If you have consented to receive text messages from Kilbane & Wise CPAS, you may receive messages related to the following:
- Appointment reminders
- Follow-up messages
- Billing inquiries
- Promotions or offers (if applicable)
Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 1 SMS messages per week related to your [appointments/billing, etc.].
Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.
Opt-In Method:
You may opt-in to receive SMS messages from [Company Name] in the following ways:
Verbally, during a conversation
Opt-Out Method:
You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at www.kwcpas.com/privacy.html
Privacy Policy Changes
Kilbane & Wise, CPAs may update this Privacy Policy from time to time, and at our discretion. All updates will be posted on this page.
Contact Us
We value your business and are committed to protecting your privacy.
If you have any questions or comments about our Privacy Policy, please feel free to contact
Kilbane & Wise, CPAs:
Address: 21851 Center Ridge Rd # 207, Rocky River, OH 44116
Phone: (440) 356-2020