Legal
Privacy Policy
Effective Date: August 21, 2026
Kamgar & Associates LLC ("Kamgar & Associates," "the Firm," "we," "us," or "our") is a certified public accounting firm. This Privacy Policy explains how we collect, use, disclose, and protect personal information belonging to visitors to our website, prospective and current clients, and other individuals who interact with us. It applies to our website and to the ordinary course of our client engagements, unless a signed engagement letter or other agreement says otherwise.
Because we provide accounting, tax, and advisory services, much of the information we handle is also governed by professional confidentiality obligations under applicable state accountancy law and IRC §7216 (governing the use and disclosure of tax return information). Where those obligations are stricter than this Policy, the stricter standard controls.
Information We Collect
We collect information that you provide directly to us, information generated through the course of an engagement, and limited information collected automatically through our website.
Information you provide to us
- Contact details, name, mailing address, email address, phone number, and business affiliation.
- Engagement information, Social Security or Employer Identification Number, tax filings, financial statements, bank and investment account information, payroll records, and other financial or personal data necessary to prepare tax returns, conduct audits, or provide advisory services.
- Billing information, including payment method details processed through our third-party payment processor.
- Information submitted through our contact form, such as your name, email, phone number, and the message you send us.
- Any documents, correspondence, or other materials you choose to share with us in the course of a client relationship.
Information collected automatically
- Limited technical and security information, such as IP address, browser or device details, authentication events, and timestamps, generated when you visit the site or use the client portal.
- Information submitted through our client portal, including messages, documents, payment status, appointment activity, electronic-signature evidence, and information necessary to authenticate and secure your account.
Providing information to us is voluntary, but declining to provide certain information, particularly information required to complete a tax filing or engagement, may prevent us from performing the requested services.
How We Use Your Information
- To prepare tax returns, financial statements, audits, and other deliverables you have engaged us to provide.
- To communicate with you about your engagement, respond to inquiries, and provide client service.
- To bill for services rendered and process payments.
- To meet our professional, regulatory, and legal obligations, including recordkeeping requirements imposed by the IRS, state boards of accountancy, and the AICPA.
- To maintain the security of our systems and client portal, and to detect and prevent fraud.
- To operate, maintain, troubleshoot, and improve our website and client portal.
- With your consent, to send firm updates, tax-law alerts, or other communications you have opted into.
Consistent with IRC §7216, we do not use or disclose your tax return information for purposes unrelated to preparing your return without first obtaining your written consent, except where use or disclosure is otherwise permitted by law (for example, to produce your return, or in response to a valid court order).
How We Share Your Information
We do not sell your personal information. We disclose it only as necessary to serve you or as required by law, including to:
- Service providers that help us host the website and portal, store client information, authenticate users, process payments, deliver forms, and provide technical infrastructure. These currently include Netlify, Supabase, Stripe, Web3Forms, and Google Fonts. Their processing is subject to their applicable agreements and privacy terms, and we limit access to what is reasonably necessary for the service.
- Other professionals you authorize us to coordinate with, such as your attorney, financial advisor, or bank, when necessary to complete an engagement.
- Regulators and tax authorities, including the IRS and state agencies, when filing on your behalf or responding to a lawful request.
- Successor firms, in the event of a merger, acquisition, or sale of the practice, subject to the same confidentiality protections described here.
Data Retention
We retain information according to its purpose, applicable law, professional standards, engagement terms, insurance requirements, and legitimate business needs. Tax and engagement records may be retained for several years after an engagement closes; authentication, security, payment, consent, and electronic-signature records may be retained as needed to document transactions and protect the Firm and its clients. We securely delete or de-identify information when the applicable retention period ends, unless a legal hold or other obligation requires continued retention.
Data Security
We maintain administrative, technical, and physical safeguards designed to protect your information, including encrypted document transmission, a secure client portal, restricted internal access, and routine review of our security practices. No system can be guaranteed completely secure, and we encourage you to safeguard your own login credentials and to avoid sending highly sensitive information (such as full Social Security numbers) over unencrypted email.
Cookies
The public website does not currently use advertising cookies or a third-party behavioral analytics service. The client portal uses browser storage and authentication technologies that are necessary to keep you signed in, protect your session, and provide requested features. Disabling these technologies may prevent the portal from operating correctly. If we later add non-essential analytics or advertising technologies, we will update this notice and provide choices where required.
Your Rights and Choices
- You may request access to, correction of, or a copy of certain personal information we hold about you, subject to identity verification and applicable legal, professional, and engagement-record obligations.
- You may opt out of non-essential marketing communications at any time by using the unsubscribe link in those communications or by contacting us directly.
- Depending on your state of residence and whether an applicable law covers our processing, you may have additional rights. We will evaluate verified requests under the law that applies to the request and our professional obligations.
To exercise any of these rights, please contact us using the information below.
Children's Privacy
Our services are directed to individuals and businesses seeking accounting and tax services and are not intended for children. We do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. The effective date at the top of this page indicates when it was last revised. We will provide additional notice of material changes when required by law or when reasonably appropriate.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, please reach out: