Privacy Policy

Effective Date: August 20, 2025

At Karpel CPA, a division of Karpel Tax & Consulting Inc., we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website, engage our services, or interact with us. We serve small businesses and high-net-worth individuals in the Miami-Fort Lauderdale area with over 35 years of experience in tax consultancy, and we prioritize transparency in all our operations.

1. Information We Collect

We may collect the following types of information:

• Personal Information: Such as your name, email address, phone number, mailing address, financial details (e.g., tax-related data), and any other information you provide when contacting us, scheduling consultations, or using our services.
• Automatically Collected Information: When you visit our website, we may collect data like your IP address, browser type, device information, pages visited, and timestamps through cookies, web beacons, and similar technologies.
• Third-Party Information: Data received from partners, such as referral sources or integrated tools (e.g., analytics services like Google Analytics).

2. How We Use Your Information

Your information helps us:

• Provide and improve our tax consultancy, bookkeeping, financial planning, and IRS representation services.
• Communicate with you about appointments, updates, newsletters, or promotional offers (with your consent where required).
• Comply with legal obligations, including tax laws and regulations.
• Analyze website usage to enhance user experience and security.

We do not sell your personal information to third parties.

3. Sharing Your Information

We may share your data:

• With service providers (e.g., IT support, payment processors) who assist in our operations, bound by confidentiality agreements.
• As required by law, such as in response to subpoenas, court orders, or regulatory audits.
• In the event of a business merger, acquisition, or sale, where your data may be transferred as an asset.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, loss, or misuse. However, no system is completely secure, and we cannot guarantee absolute protection.

5. Your Rights and Choices

You have the right to:

• Access, update, or delete your personal information by contacting us.
• Opt out of marketing communications at any time.
• Control cookies through your browser settings.

For residents of certain states (e.g., California under CCPA/CPRA or Florida under applicable laws), additional rights may apply, such as requesting data portability or opting out of data sharing.

6. Children’s Privacy

Our services are not directed to individuals under 18 years of age, and we do not knowingly collect information from minors.

7. International Transfers

If you are outside the United States, note that your data may be transferred to and processed in the U.S., where privacy laws may differ from your jurisdiction.

8. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted here with a revised effective date. Continued use of our website or services constitutes acceptance of the updated policy.