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Privacy Policy

Privacy Policy required by the Gramm-Leach-Bliley Act of 1999.

We collect nonpublic personal information about you from the following sources:

    • Information we receive from you on applications, tax organizers, worksheets and other documents;

    • Information about your transactions with us, our affiliates, or others;

    • Information we receive from a consumer-reporting agency.

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.

Online information is stored on secure servers located in CPA Website Solutions SOC 1 certified datacenters.

If you have any questions about this policy, please do not hesitate to contact us.

Who we are

Keystone CPAs
Our website address is: https://www.keystone.cpa.

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Media

Suggested text: If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Cookies

If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where your data is sent

Visitor comments may be checked through an automated spam detection service.

Marketing and Communication

Data Collection for Marketing:

We may collect personal data such as your name, email address, phone number, and browsing behavior on our website for marketing purposes. This data allows us to send you targeted advertisements, newsletters, or promotional content that may be of interest to you.

How We Use Your Data for Marketing:

The personal information we collect may be used to improve our marketing efforts, including sending you personalized content, offers, or promotional materials. We may also use this information to send you periodic emails, SMS messages, or other communications regarding new products, services, or company updates.

Third-Party Advertising:

We may partner with third-party advertising companies to deliver tailored ads to you. These third parties may use cookies or similar technologies to collect data about your interactions with our website in order to provide personalized advertisements. We do not control the practices of these third-party companies, and we encourage you to review their privacy policies for more information.

Opting Out of Marketing Communications:

You have the right to opt out of receiving marketing communications from us at any time. To opt out of email communications, simply click the ‘unsubscribe’ link included in any marketing email we send you. To opt out of SMS communications, reply with ‘STOP’ to any text message you receive from us, or contact us directly at admin@keystone.cpa You may also be able to adjust your preferences through your account settings on our website.

Cookies and Tracking for Marketing:

We use cookies and similar tracking technologies to collect data about your browsing habits on our site. This helps us improve your user experience and provide targeted marketing messages. You can control cookie settings through your browser or by using our cookie management tool available on the site.

California Residents’ Privacy Rights

If you are a resident of California, you have specific rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). This section outlines those rights and how to exercise them.

  • Right to Know: You have the right to request the categories and specific pieces of personal information we have collected about you, the purposes for which we use your personal information, and the categories of third parties with whom we share your information. To make a request, please contact us at admin@keystone.cpa.
  • Right to Deletion: You have the right to request that we delete the personal information we have collected from you, subject to certain exceptions. To request deletion, please contact us at admin@keystone.cpa.
  • . Please note that we may retain certain information as required by law or for legitimate business purposes.
  • Right to Opt-Out of Sale: Under the CCPA, you have the right to opt out of the sale of your personal information. We do not sell personal information to third parties for marketing purposes. If we ever engage in such practices, you will be able to exercise your right to opt out.
  • Right to Non-Discrimination: You have the right to exercise your privacy rights without fear of discrimination. We will not deny you services, charge you different prices, or provide a lower level of service for exercising your rights under the CCPA or CPRA.
  • Right to Correct Inaccurate Information: You have the right to request the correction of any inaccurate personal information we have about you.
  • How to Exercise Your Rights: To exercise any of the rights outlined above, please contact us at admin@keystone.cpa. We will respond to your request within the timeframes required by law.
  • Authorized Agent: If you are a California resident, you can designate an authorized agent to make requests on your behalf. The authorized agent must provide written permission to act on your behalf. Please contact us at admin@keystone.cpa for further instructions on how to designate an authorized agent.
Separation of Entities

Keystone CPA’s LLC, Keystone Wealth Advisors LLC, and Keystone Business Brokerage LLC are separate legal entities, each providing distinct services.

  • Keystone CPA’s LLC provides accounting and tax services.
  • Keystone Wealth Advisors LLC offers investment advisory services.
  • Keystone Business Brokerage LLC specializes in business brokerage services.

Each entity operates independently, and any services provided by these entities are governed by their respective terms and conditions.

Privacy Policy