Privacy Policy

We collect information you provide directly to us, including your name, email address, phone number, mailing address, and details about your tax or accounting situation when you complete a form, request a quote, or contact us.

For engaged clients, we also collect the financial and tax information needed to perform our services, such as income documents, business records, and identification details. Sensitive documents are collected through our secure client portal, not through this website.

We automatically collect limited technical information when you visit the site, such as IP address, browser type, device type, and pages viewed.

We use the information we collect to:

• Respond to your inquiries and provide a quote
• Deliver tax preparation, bookkeeping, payroll, and advisory services
• Communicate with you about your engagement and its status
• Send appointment reminders and document requests
• Meet our legal, regulatory, and professional obligations
• Protect against fraud and secure our systems
• Improve our website and services

We do not sell, rent, or trade your personal information.

We may share information only in these circumstances:

• With service providers who support our operations, such as our secure client portal and software platforms, under contractual confidentiality obligations
• With taxing authorities or third parties when you authorize us to do so, or as required to file returns on your behalf
• When required by law, subpoena, or valid legal process
• In connection with a merger, acquisition, or transfer of our practice, subject to the protections in this policy

SMS consent is not shared with third parties or affiliates.

Phone numbers collected through the SMS consent process will not be shared with third parties or affiliates for marketing purposes.

Opt-in. You may consent to receive SMS messages from K&M Tax CPAs with AI by checking the consent box on our contact form, by providing your number during a customer interaction, or by texting us directly. SMS consent is optional and is never required to receive a quote or become a client.

Message types. Messages may include quote follow-ups, document requests, engagement and filing status updates, appointment reminders, customer service replies, and other account-related communications.

Message frequency varies based on your interactions with us. Message and data rates may apply according to your wireless carrier plan.

Opt-out. Reply STOP to any message to unsubscribe at any time. Reply HELP for support, or contact us at (469) 498-1167 or info@taxcpaswithai.com.

Carriers are not liable for delayed or undelivered messages.

We use reasonable administrative, technical, and physical safeguards to protect your information, including bank-level encryption and multi-factor authentication on our client portal. No method of electronic transmission or storage is completely secure, so we cannot guarantee absolute security. Please do not send Social Security numbers or other sensitive documents through this website. Use the secure client portal instead.

As a CPA firm, we are bound by professional standards of confidentiality, and tax return information is further protected under federal law. We do not disclose your tax return information without your consent except as permitted or required by law.

Depending on where you live, you may have the right to access, correct, or request deletion of your personal information, to obtain a copy of it, and to withdraw consent to certain uses. Some records must be retained to meet legal and professional record-keeping requirements. To make a request, contact us using the details at the bottom of this page.

Our website includes an automated chat assistant that answers general questions about our firm and services. It can only reply with answers our team has written and approved in advance; it does not generate advice and it does not send your messages to any outside AI service. The assistant runs on our own website systems.

When you use the chat, we record the questions you type, the answer shown, the page you were on, the time, and a random session identifier. We use these records to see which questions the assistant could not answer and to improve it. Records are kept for up to twelve months and then deleted, unless you go on to become a client, in which case any details you gave us are handled as described above.

Please do not enter Social Security numbers, account numbers, or documents in the chat. The assistant is not a secure channel for sensitive information; our client portal is. Answers given in the chat are general information about our services and are not tax advice for your situation.

Our website may use cookies and similar technologies to keep the site working properly and to understand how it is used. You can control cookies through your browser settings. Disabling cookies may affect some functionality.

Our site links to third-party services, including our client portal and social media pages. We are not responsible for the privacy practices or content of those sites. We encourage you to review their policies.

Our services are not directed to children under 13, and we do not knowingly collect their personal information. If we learn we have collected such information, we will delete it.

We may update this Privacy Policy from time to time. Changes are posted on this page with a revised "Last updated" date. Your continued use of the site after an update means you accept the revised policy.