Privacy Policy

Introduction

Kohari Gonzalez Oneyear & Brown CPAs & Advisors ("KGOB," "we," "our," or "us") is committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. As CPAs, we are bound by professional ethics rules that require us to keep client information confidential.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website kgob.com, use our services, or engage with us through email marketing campaigns.

Information We Collect

Personal Information You Provide

When you interact with our services, we may collect:

• Contact Information: Name, title/salutation, email address, phone number, mailing address
• Business Information: Company name, business type, industry
• Financial Information: Tax documents, financial statements (only when you engage our professional services)
• Marketing Preferences: Interest type (business owner or individual/family), preferred office location, consent to receive marketing communications
• Consultation Booking: Preferred date/time, consultation type, questions or concerns

Automatically Collected Information

• Usage Data: Pages visited, time spent on site, referring URLs
• Device Information: Browser type, operating system, IP address
• Cookies: Session cookies for website functionality and analytics

How We Use Your Information

We use your information for the following purposes:

• Professional Services: To provide accounting, tax preparation, advisory, and consulting services
• Communication: To respond to inquiries, schedule consultations, and provide service updates
• Marketing: To send newsletters, tax tips, event invitations, and promotional offers (only with your explicit consent)
• Event Management: To manage RSVPs for community events
• Website Improvement: To analyze usage patterns and enhance user experience
• Legal Compliance: To comply with applicable laws, regulations, and professional standards

Professional Confidentiality (AICPA & NC Law)

This means your tax returns, financial statements, business strategies, and personal financial information are protected with the same level of confidentiality as attorney-client privilege in North Carolina.

Information Sharing and Disclosure

We may share your information only in the following limited circumstances:

• With Your Consent: When you explicitly authorize us to share information
• Service Providers: With third-party service providers who assist us under strict confidentiality agreements
• Professional Advisors: With attorneys, consultants, or other professionals assisting with your engagement
• Legal Requirements: When required by law, court order, subpoena, or government regulation
• Business Transfers: In connection with a merger, acquisition, or sale of assets (with notice to you)

We do NOT sell your personal information to third parties.

Your Privacy Rights

Under the California Consumer Privacy Act (CCPA), General Data Protection Regulation (GDPR), and North Carolina law, you have the following rights:

To exercise any of these rights, contact us at privacy@kgob.com or call (704) 599-3355. We will respond within 45 days.

Email Marketing & Consent

When you sign up for our resources, you may opt in to receive:

• Tax tips and year-end planning guides
• Invitations to community events
• Updates about our services and special offers

Your consent is explicit and voluntary. We only send marketing emails to those who have checked the consent box. You can unsubscribe at any time by clicking the "Unsubscribe" link in any email or contacting us directly.

Data Security

We implement industry-standard security measures to protect your information:

• Encryption of data in transit and at rest (TLS/SSL)
• Secure cloud storage with SOC 2 Type II certified providers
• Access controls and authentication
• Regular security audits and monitoring
• Employee training on data protection and confidentiality

Data Retention

We retain your information for different periods depending on its purpose:

• Client Records: 7 years after the engagement ends (as required by IRS and professional standards)
• Marketing Data: Until you unsubscribe or request deletion
• Website Analytics: 26 months

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. We encourage you to review this Privacy Policy periodically.