PRIVACY POLICY

Last Updated: September 27, 2026
Effective Date: September 27, 2026

Kasminoff & Associates CPA, Ltd. (“K&A,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we may collect when you visit our website, complete an online form, schedule a meeting, communicate with us, or use our online services. It also explains how we may use and share that information and the choices available to you.

This Privacy Policy applies to our website and related online services. Additional privacy and confidentiality rules may apply when you become a client and provide information to us for accounting, tax, audit, or other professional services.

1. Information We Collect

Information You Give Us

We may collect information you choose to provide, including:

  • Your name

  • Email address

  • Phone number

  • Business or company information

  • Information you provide when completing a questionnaire, assessment, or contact form

  • Information you provide when scheduling a meeting

  • Messages or other information you send to us

  • Information needed to provide accounting, tax, audit, advisory, or other professional services if you become a client

For example, if you complete our Tax Strategy Roadmap, we may collect your contact information and your answers to questions about your current tax-planning process so we can provide your roadmap and follow up with you.

Information Collected Automatically

When you visit our website, we or service providers working for us may automatically collect information such as:

  • IP address

  • Browser and device type

  • Operating system

  • Pages you visit

  • Date and time of your visit

  • How you reached our website

  • Links or buttons you use

  • General website usage and analytics information

This information may be collected through cookies, pixels, tags, and similar technologies.

2. How We Use Your Information

We may use your information to:

  • Respond to questions or requests

  • Provide requested materials, such as a Tax Strategy Roadmap

  • Schedule consultations or meetings

  • Determine whether our services may be a good fit for you

  • Provide accounting, tax, audit, advisory, or other professional services

  • Communicate with clients and prospective clients

  • Send information about our services, tax planning, educational content, or other information that may interest you

  • Improve our website, services, marketing, and client experience

  • Measure website traffic and the effectiveness of our advertising

  • Protect our website, systems, clients, employees, and business

  • Comply with legal, regulatory, tax, professional, and recordkeeping requirements

If you give us permission to contact you by email, telephone, or text message, we may use the contact information you provide for those purposes.

3. How We Share Information

We do not sell your personal information for money.

We may share information when reasonably necessary with service providers that help us operate our business, including providers of:

  • Website hosting

  • Online forms

  • Appointment scheduling

  • Email and communications

  • Client portals and document storage

  • Accounting and tax software

  • Payment processing

  • Website analytics

  • Advertising and marketing

  • Video hosting

  • Information technology and security services

These companies may process information on our behalf to provide their services to us.

We may also disclose information:

  • With your permission

  • To professional advisers, attorneys, accountants, insurers, or consultants when appropriate

  • When required by law, subpoena, court order, regulatory request, or other legal process

  • When reasonably necessary to prevent fraud, misuse, security threats, or harm

  • In connection with a merger, sale, reorganization, or transfer of all or part of our business

We do not disclose client tax or financial information simply for unrelated marketing purposes. Client information is also subject to applicable professional, tax, privacy, and confidentiality requirements.

4. Cookies, Analytics, and Advertising

Our website may use cookies, pixels, and similar technologies to help the website function, understand how visitors use the site, measure marketing results, and improve our services.

Third-party analytics or advertising providers may collect information about your online activity over time and across different websites or online services.

Depending on your browser, device, and location, you may be able to limit certain cookies or tracking technologies through your browser settings or other privacy controls.

Blocking certain cookies may affect how some website features work.

5. Marketing Communications

You may ask us to stop sending marketing communications at any time.

You can:

  • Use the unsubscribe link in a marketing email

  • Reply STOP to opt out of applicable text messages

  • Tell us that you do not want to receive marketing calls

  • Contact us and ask to be removed from future marketing communications

Even if you opt out of marketing, we may still contact you about an existing client relationship, a request you made, an appointment, a transaction, or other non-marketing matters.

Message and data rates may apply to text messages.

6. Your Privacy Choices

Depending on where you live and the laws that apply, you may have the right to request that we:

  • Tell you what personal information we maintain about you

  • Correct inaccurate information

  • Delete certain personal information

  • Provide a copy of certain information

  • Limit or object to certain uses of your information

  • Stop certain sales, sharing, targeted advertising, or marketing activities

These rights may be subject to exceptions, including information we must retain for tax, accounting, legal, professional, security, contractual, or recordkeeping purposes.

We may need to verify your identity before completing a privacy request.

We do not discriminate against someone for making a privacy request permitted by applicable law.

7. Nevada Privacy Requests

Nevada residents may have rights concerning certain covered information under Nevada law.

K&A does not sell personal information for monetary consideration.

If you would like to submit a privacy request or direct us not to sell covered information if our practices change in the future, you may contact us using the information listed at the end of this Privacy Policy.

8. Protecting Your Information

We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, loss, alteration, or disclosure.

However, no website, email system, data transmission, or storage system can be guaranteed to be completely secure.

Please Do Not Send Sensitive Tax Information Through Public Website Forms

Do not send Social Security numbers, complete tax returns, bank account numbers, passwords, or other highly sensitive financial information through a general website contact form or marketing form.

If you are a client and need to provide sensitive documents or information, please use the secure method or client portal provided by K&A.

9. Client and Tax Information

If you become a client, we may collect significantly more information than is described in the website examples above, including financial, tax, accounting, payroll, business, and identification information needed to perform professional services.

We handle that information in accordance with applicable laws, professional obligations, engagement terms, and information-security requirements.

Nothing in this Privacy Policy reduces any confidentiality protections that otherwise apply to information you provide to K&A as part of a professional engagement.

10. Data Retention

We keep personal information for as long as reasonably necessary for the purpose for which it was collected, including to:

  • Provide services

  • Maintain client and business records

  • Meet professional and legal requirements

  • Resolve disputes

  • Enforce agreements

  • Protect our business and clients

Different types of information may be kept for different periods.

11. Children’s Privacy

Our website and professional services are intended for adults and businesses.

We do not knowingly use our website to collect personal information from children under 13. If we learn that a child has provided personal information through the website without appropriate authorization, we will take reasonable steps to delete it when required.

12. Third-Party Websites and Services

Our website may contain links to websites or services operated by other companies.

We do not control their privacy practices. Their collection and use of information are governed by their own privacy policies and terms.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

When we make changes, we will update the Last Updated date at the top of this page. If required by law, we may provide additional notice of material changes.

We encourage you to review this page periodically.

14. Contact Us

If you have questions about this Privacy Policy or would like to make a privacy request, please contact:

Kasminoff & Associates CPA, Ltd.
9555 S. Eastern Ave., Suite 210
Las Vegas, NV 89123
Phone: 702-629-1886 Kasminoff & Associates CPA, LTD

You may also contact us through the Contact page on our website.