Privacy Policy

Karim Tax LLC (“Karim Tax,” “the Firm,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of the personal and financial information entrusted to us by our clients and by visitors to this website. As certified public accountants, we are bound by professional standards of confidentiality that are, in many respects, more stringent than those imposed by law. This Privacy Policy describes the types of information we collect, how we use and safeguard that information, and the limited circumstances under which it may be disclosed.

1. Scope of This Policy

This Policy applies to information collected through this website and in the ordinary course of providing professional accounting, tax, bookkeeping, and consulting services. It applies to current clients, former clients, prospective clients, and visitors to our website. Because the nature of our work requires us to handle sensitive financial data, we treat all such information as confidential regardless of its source.

2. Information We Collect

We collect nonpublic personal information about you that is necessary to provide professional services and to comply with our legal and regulatory obligations. The categories of information we may collect include:

Information you provide to us

• Identifying information, such as your name, mailing address, email address, and telephone number;
• Tax and financial information, such as Social Security or taxpayer identification numbers, income, deductions, account balances, and information contained in tax returns and supporting documents;
• Information provided on applications, worksheets, engagement documents, and other forms; and
• Information you submit through this website, including through our contact form.

Information collected automatically

When you visit our website, certain technical information may be collected automatically, such as your IP address, browser type, the pages you view, and the date and time of your visit. This information is used to operate and improve the website and is not used to identify you personally.

3. How We Use Your Information

We use the information we collect solely for legitimate business purposes connected to the services we provide, including to:

• Prepare tax returns and provide accounting, bookkeeping, consulting, and related professional services;
• Communicate with you regarding your engagement and respond to your inquiries;
• Comply with applicable laws, regulations, and professional standards; and
• Maintain the records required in the ordinary conduct of our practice.

We do not sell, rent, or trade client information to any third party for marketing purposes under any circumstances.

4. Disclosure of Information

We do not disclose nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law or with your consent. In the limited circumstances where disclosure may occur, it is generally restricted to the following:

• With your authorization. We disclose information when you direct or consent to the disclosure, such as when we file a return on your behalf or provide information to a lender, attorney, or other advisor at your request.
• To service providers. We may share information with third parties who perform services on our behalf, such as secure document storage or software providers, who are contractually obligated to maintain the confidentiality and security of that information.
• As required by law. We may disclose information in response to a subpoena, court order, or other legal process, or as otherwise required by applicable law or professional regulatory authority.

Any request by a taxing authority or third party for client information is handled in accordance with applicable law and the professional standards governing the accountant-client relationship.

5. How We Protect Your Information

We maintain physical, electronic, and procedural safeguards designed to protect your nonpublic personal information against unauthorized access, use, or disclosure. Access to client information within the Firm is restricted to those personnel who require it in order to provide services to you. We periodically review our safeguards in light of changes in technology, the sensitivity of the information we hold, and applicable legal and regulatory requirements.

6. Retention of Information

We retain client records for the period necessary to fulfill the purposes described in this Policy and to comply with our legal, regulatory, and professional recordkeeping obligations. When records are no longer required to be retained, they are disposed of in a manner designed to protect their confidentiality.

7. Former Clients

The confidentiality and security measures described in this Policy continue to apply to the information of former clients. We do not disclose the nonpublic personal information of former clients except as described in this Policy or as otherwise permitted or required by law.

8. Website, Cookies, and Third-Party Links

Our website may use cookies or similar technologies to support basic functionality and to understand how the site is used. You may set your browser to refuse cookies, though some features of the site may not function as intended. Our website may also contain links to third-party websites; we are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies.

9. Children’s Privacy

Our website is intended for a general business audience and is not directed to children under the age of 13. We do not knowingly collect personal information from children through this website.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or in applicable law. The revised Policy will be posted on this page with an updated effective date. We encourage you to review this Policy periodically.

11. Contacting Us

If you have questions about this Privacy Policy or about how we handle your information, please contact us:

Effective date: This Privacy Policy is effective as of the date of posting and supersedes any prior version.