Privacy Policy – Khalsa McBrearty Accountancy, LLP

Last modified: February 13, 2025.

Khalsa McBrearty Accountancy (“KMA,” “Company,” “we,” “us,” and “our”) provides professional services, including assurance, tax, financial advisory, and consulting services to individuals, non-profit organizations, and private and publicly-traded businesses. This privacy policy (“Privacy Policy”) describes the types of information we may collect from you or that you may provide when you interact with https://khalsacpa.com/ or KMA’s client portal website(s) we operate in connection with the services (collectively, the “Website”), and our practices for collecting, using, and disclosing that information. This Privacy Policy also describes your rights with respect to your personal information, and how to contact us regarding our privacy practices. This Privacy Policy does not apply to information collected by KMA offline in furtherance of our client relationship with you, or any third party, including through any application or content (including advertising) that may link to or be accessible from or through the Website. If you are a client of KMA, please refer to your KMA contract for additional information about the information we collect and use.

By accessing or using this Website, you agree to this Privacy Policy. By submitting personal information to us, you agree to the use of such information, including any disclosures, processing, and transfers of your information to third parties by KMA, in accordance with this Privacy Policy. Any consent you provide is entirely voluntary. If you do not accept this Privacy Policy, then you should not submit any personal information to KMA through this Website or other sites we operate, or in connection with any services.

WHAT AND HOW DATA IS COLLECTED

We collect several types of information from and about you directly from you when you provide it to us, such as information:

You may be personally identified, such as: name, postal address, email address, telephone number, social security number, birth date, employment history, credit score, financial information, tax records, and bank account(s) (“Personal Information”); and,
That is about you but does not specifically identify you.

As you navigate through and interact with our Website, we may use automatic data collection technologies to collect certain information about your equipment, browsing actions, and patterns, including:

Details of your visits to our Website (e.g., traffic data, location data, logs, and other
communication data and the resources that you access and use on the Website).
Information about your computer and internet connection (e.g., your IP address, operating system, and browser type).

The technologies we use for this automatic data collection may include:

Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Website.
Web Beacons. Pages of our Website and our emails may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit the Company, for example, to count Users who have visited those pages or opened an email and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).

PURPOSES FOR WHICH WE PROCESS YOUR DATA

We use information that we collect about you or that you provide to us, including any Personal Information:

To register you on the Website.
To evaluate you as a candidate for a position with KMA.
To, if a job offer is extended, complete and maintain hiring processes and records.
To allow you to participate in interactive features on our Website.
For testing, research, analysis, and product development, including to develop and improve our Website, products, and services.
For any other purpose with your consent.

We may disclose aggregated information about our Users, and information that does not identify any individual, without restriction. We may disclose Personal Information that we collect or you provide as described in this Privacy Policy:

To contractors, service providers, and other third parties we use to support our business and who are bound by contractual obligations to keep Personal Information confidential and use it only for the purposes for which we disclose it to them.
To fulfill the purpose for which you provide it.

YOUR RIGHTS IN RELATION TO YOUR PERSONAL DATA

At any time, you may review your Personal Information maintained by us, and correct or delete the Personal Information.

We strive to provide you with choices regarding the Personal Information you provide to us. We have created mechanisms to provide you with the following control over your information:

Client Portal Personal Information. You can review, change, or delete your Personal Information by logging into the Client Portal account and visiting the account profile page. We consider requests made through your password-protected account sufficiently verified when the request relates to Personal Information associated with that specific account.
Tracking Technologies and Advertising. You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of this site may then be inaccessible or not function properly.
Company Newsletters and Other Company Email Communication. In some of our newsletters and other email communications, we may monitor recipient actions such as email open rates through embedded links within the messages. We and our marketing partners collect this information to gauge interest and to enhance future visitor experiences. If you do not wish us to confirm whether you have opened, clicked on, or forwarded our email communications, you will need to unsubscribe, as it is not possible for us to send these emails without tracking enabled. Registered subscribers can update their communication preferences at any time by following the instructions in the individual email communications you receive from us. This opt out does not apply to information provided to the Company as a result of a product purchase, product service experience or other transactions.

We do not control third parties’ collection or use of your information to serve interest-based advertising. We encourage visitors to review the privacy policy of each site before disclosing personal information.

State consumer privacy laws may provide their residents with additional rights regarding our use of their Personal Information (such as: California, Nevada, Colorado, Virginia, and Utah).

Other than as stated above, to exercise any of these rights please send us an email stating your request to [email protected]. To appeal a decision regarding a consumer rights request (1) send us an email with the subject line “CONSUMER RIGHTS REQUEST APPEAL” (2) and state in the body of your email the basis for your appeal for review.

SECURITY

We have implemented measures designed to secure your Personal Information from accidental loss and from unauthorized access, use, alteration, and disclosure. However, no method of transferring data over the internet or storing electronic data is entirely secure, so while we strive to use reasonable means to protect your personal information, we cannot guarantee security against all threats.

The safety and security of your information also depends on you. Where we have given you (or where you have chosen) a password for access to certain parts of our Website, you are responsible for keeping that password confidential. We ask you not to share your password with anyone. We urge you to be careful about giving out information in public areas of the Website like message boards. The information you share in public areas may be viewed by any user of the Website.

CHANGES TO THIS PRIVACY POLICY

We may revise our privacy policy from time to time. We will post any changes on this site and will revise the “last updated” date at the top of this privacy policy. By continuing to use any of our sites, you agree that the terms of the privacy policy as of the effective date will apply to the information collected.

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