Privacy Policy
At Karen E. Lee, CPA, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, cpakaren.com, or use our services.
Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, mailing address, and other contact details submitted through our contact forms or document upload features.
- Tax and Financial Documents: Information you voluntarily upload through our secure document submission portal.
- Technical Information: IP address, browser type, pages visited, and other analytical data collected through cookies or tracking tools.
How We Use Your Information
We may use your information to:
- Respond to your inquiries or service requests
- Provide tax preparation, planning, and accounting services
- Communicate with you regarding appointments, deadlines, or document needs
- Improve the functionality and performance of our website
- Maintain internal records for tax, legal, and business purposes
How We Protect Your Information
We take reasonable administrative, technical, and physical security measures to protect your personal data from unauthorized access, disclosure, or misuse. Documents uploaded through our site are transmitted securely using encryption protocols.
Sharing Your Information
We do not sell, trade, or rent your personal information to third parties. We may share your data only when:
- Required by law or government request
- Necessary to provide services through third-party providers who assist us in operating our business (e.g. secure hosting or document management)
Cookies and Analytics
Our website may use cookies and third-party analytics tools (such as Google Analytics) to improve user experience and analyze site traffic. You can control cookie preferences through your browser settings.
Your Rights
You may contact us to:
- Request access to the personal information we hold about you
- Update or correct inaccurate information
- Request deletion of your personal information, where applicable
Third-Party Links
Our website may contain links to external sites. We are not responsible for the content or privacy practices of those third-party websites.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Contact Us
If you have any questions about this Privacy Policy or how your data is handled, please contact us at:
Email: karen@cpakaren.com
Phone: +1 (305) 815-1462
Address: 6501 Leonardo Street, Coral Gables, FL 33146
Call Us Today (305) 815-1462