Privacy Policy

Introduction

K2 Financial Group Inc ("Company," "we," "us," "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

Information We Collect

We may collect information about you in a variety of ways:

• Personal Information: Name, email address, phone number, mailing address, and date of birth
• Financial Information: Tax returns, W-2s, 1099s, and other tax-related documents
• Business Information: Business name, EIN, financial statements, and payroll records
• Technical Information: IP address, browser type, operating system, and usage data through cookies

How We Use Your Information

We use the information we collect for the following purposes:

• Providing tax preparation and accounting services
• Processing appointments and consultations
• Communicating with you about your services
• Complying with tax laws and IRS requirements
• Improving our website and services
• Marketing and promotional purposes (with your consent)

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations, including IRS record retention requirements (typically 7 years for tax records).

Your Rights

You have the following rights regarding your personal information:

• Right to access your personal information
• Right to correct inaccurate information
• Right to request deletion of your information
• Right to opt-out of marketing communications
• Right to data portability

CCPA Compliance

For California residents, the California Consumer Privacy Act (CCPA) provides additional rights. You have the right to know what personal information is collected, used, shared, or sold. You may request deletion of collected personal information, opt-out of sales or sharing, and opt-in to financial incentives.

GDPR Compliance

For European residents, we comply with the General Data Protection Regulation (GDPR). Your personal data is processed only with your consent or as necessary to fulfill our contractual obligations. You have rights regarding your data, including the right to access, rectify, erase, or restrict processing.

Third-Party Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information with service providers who assist us in operating our website and conducting our business, under strict confidentiality agreements.

Cookies and Tracking

We use cookies to enhance your experience on our website. You can control cookie settings through your browser. We also may use analytics tools to understand how visitors use our website.

Contact Us

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