K I Patton, CPA

Privacy Policy

Effective Date: January 1, 2026

This Privacy Policy describes how K I Patton CPA collects, uses, and discloses your personal information.

1. Information We Collect

We collect information required to provide professional CPA services.

  • Identifiers: Name, SSN, ITIN, driver's license, and IP address.
  • Contact Data: Billing address, email address, and phone number.
  • Financial Data: Bank accounts, tax documents, income, and investment records.
  • Employment Data: Salary, benefits, and payroll details.

2. How We Use Your Information

We use your data strictly to deliver accounting and tax services.

  • Service Delivery: Preparing tax returns and financial statements.
  • Communication: Sending appointment reminders and invoice updates.
  • Compliance: Meeting IRS and California Board of Accountancy regulations.

3. Sharing Your Information

We do not sell your personal information to third parties.

  • Service Providers: We share data with secure cloud hosting providers.
  • Legal Obligations: We disclose data if required by subpoenas or laws.
  • Consent: We share data with third parties only with your explicit written consent.
  • SMS Consent: We do not share SMS consent with third parties.

4. California Privacy Rights

You have specific rights under California law, including the CCPA.

  • Right to Know: You can request a list of collected data.
  • Right to Delete: You can request deletion of your personal data.
  • Right to Correct: You can request corrections to inaccurate data.
  • Retention Limits: We keep records for 7 years per professional standards.

5. Security Measures

We protect your data using industry-standard security protocols.

  • Encryption: Data is encrypted both in transit and at rest.
  • Access Controls: Only authorized personnel can view your files.
  • Portals: We use secure portals for all document transfers. This includes Onvio and Google Docs.

6. Data Processing Location

Your trust and privacy are paramount to our practice.

  • US-Based Operations: All data processing occurs exclusively within the United States.
  • No Outsourcing: We do not utilize international third-party software or overseas contractors.