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PRIVACY PROTECTION

PrivacyPolicy

Your privacy and confidentiality are our highest priorities. Learn how we protect and safeguard your personal and financial information.

Confidential & Secure
AICPA Standards
Professional Protection

Effective Date: January 1, 2024 | Last Updated: January 1, 2024

Introduction

At Klingeman CPAs, we understand that your privacy is paramount. This Privacy Policy explains how we collect, use, protect, and disclose your personal information when you visit our website or use our services. As a professional accounting firm, we are committed to maintaining the highest standards of confidentiality and data protection in accordance with professional accounting ethics and applicable laws.

Information We Collect

Personal Information

We may collect the following personal information:

  • Name, address, phone number, and email address
  • Social Security Number and Tax Identification Numbers
  • Financial information including income, expenses, and asset details
  • Banking and investment account information
  • Business information and records
  • Employment and payroll information

Website Usage Information

When you visit our website, we automatically collect:

  • IP address and device information
  • Browser type and version
  • Pages visited and time spent on our site
  • Referring websites and search terms
  • Cookies and similar tracking technologies

How We Use Your Information

We use your information for the following purposes:

  • Providing tax preparation, accounting, and consulting services
  • Communicating with you about your account and services
  • Filing tax returns and other required documents with government agencies
  • Maintaining accurate financial records and documentation
  • Complying with legal and regulatory requirements
  • Improving our services and website functionality
  • Marketing our services (with your consent)

Information Security

We implement comprehensive security measures to protect your information:

Physical Security

  • Secure office facilities
  • Locked filing systems
  • Restricted access controls

Digital Security

  • Encryption of sensitive data
  • Secure data transmission
  • Regular security updates

Information Sharing and Disclosure

We maintain strict confidentiality and will only share your information in the following circumstances:

  • With Your Consent: When you explicitly authorize us to share your information
  • Legal Requirements: When required by law, regulation, or court order
  • Professional Services: With trusted third-party service providers under confidentiality agreements
  • Government Agencies: For tax filings and regulatory compliance
  • Emergency Situations: To protect your vital interests or those of others

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to enhance your experience and provide analytics. You can control cookie settings through your browser preferences. Disabling cookies may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

Your Rights and Choices

You have the right to:

  • Access and review your personal information
  • Request corrections to inaccurate information
  • Opt-out of marketing communications
  • Request deletion of personal information (subject to legal requirements)
  • File a complaint regarding privacy practices

Data Retention

We retain your information for as long as necessary to provide services and comply with legal obligations. Tax records and related documents are typically retained for seven years or as required by applicable law.

Contact Information

If you have questions about this Privacy Policy or our privacy practices, please contact us:

Klingeman CPAs

6539 E 31st St

Tulsa, OK 74145

Phone: (918) 922-1019

Email: Matt.Klingeman@klingemancpas.com

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable law. We will notify you of material changes by posting the updated policy on our website and updating the "Last Updated" date. Your continued use of our services constitutes acceptance of the revised policy.

Ready to Get Started?

Schedule your free consultation with our experienced CPAs today.

Former IRS Management • 20+ Years Experience • Serving All of Tulsa Metro