KMR TAX CONSULTANTS

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GENERAL PRIVACY POLICY

Last Updated: October 25, 2026

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1. Introduction and Scope

KMR Tax Consultants (“KMR,” “we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of personal and financial information entrusted to us.

This Privacy Policy explains how we collect, use, maintain, disclose, and protect information obtained through our website, www.kmrtax.com; our KMR Taxes Done application; our client portals; subscription registration and payment systems; and our professional tax, accounting, bookkeeping, payroll, financial advisory, and related services.

This policy applies to website visitors, prospective and existing clients, authorized business representatives, subscribers, and users of KMR-operated digital services.

By using our services, you acknowledge the availability of this Privacy Policy. Where applicable law requires consent for a particular activity, we will request that consent separately.

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2. Information We Collect

Depending on the services requested, we may collect the following categories of information:

Personal and Contact Information: Names, addresses, telephone numbers, email addresses, dates of birth, identification information, and contact preferences.

Tax and Financial Information: Social Security numbers, taxpayer identification numbers, tax returns, income statements, bank statements, investment records, asset and liability information, retirement information, and supporting tax documentation.

Business and Payroll Information: Business registration details, employer identification numbers, employee information, payroll records, accounting transactions, invoices, financial statements, and business banking information.

Subscription and Payment Information: Selected subscription plans, billing addresses, payment authorizations, transaction histories, payment confirmations, invoices, and recurring billing information.

Personal Financial Planning Information: Budgeting records, financial goals, savings information, debt balances, account information, and other information supplied for financial planning or advisory services.

Website and Application Information: IP addresses, browser and device information, login activity, website usage information, cookies, and information submitted through online forms.

Communications: Emails, text messages, uploaded documents, appointment information, service requests, and communications with KMR staff.

We collect information directly from clients, authorized representatives, connected service providers, and other sources permitted by law.

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3. How We Use Your Information

KMR uses information for legitimate business and professional purposes, including:

• Preparing and filing federal, state, and other applicable tax returns.

• Providing bookkeeping, payroll, accounting, financial advisory, and consulting services.

• Establishing and maintaining client accounts and subscriptions.

• Completing client onboarding, identity verification, and document collection.

• Processing invoices, recurring payments, refunds, and authorized charges.

• Scheduling consultations, financial reviews, and client meetings.

• Sending service notices, payment reminders, and account communications.

• Responding to client questions and providing technical support.

• Maintaining accurate business records and meeting legal obligations.

• Improving our website, client portal, digital applications, and administrative processes.

• Detecting and preventing unauthorized activity, fraud, and security incidents.

We may provide information about additional KMR products or services where legally permitted and subject to required marketing permissions.

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4. Confidentiality of Tax Return Information

Tax return information receives additional protection under applicable federal law, including Internal Revenue Code Section 7216 and related Treasury Regulations.

KMR will not use or disclose protected tax return information for unauthorized purposes.

Where a disclosure or use requires specific written taxpayer consent, KMR will obtain that consent before proceeding.

Acceptance of this General Privacy Policy does not replace any separate taxpayer consent required under federal tax law.

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5. Client Portals and KMR Taxes Done

KMR uses digital applications and client portals, including applications developed through Zoho Creator, to facilitate onboarding, document submission, subscription management, client communications, and service delivery.

Information submitted through these systems may be stored or processed using authorized third-party technology platforms.

Clients are responsible for maintaining the confidentiality of their login credentials and promptly reporting suspected unauthorized account access.

Clients should submit sensitive tax and financial documents only through secure channels designated by KMR rather than through unsecured public forms or communication methods.

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6. Subscription Registration and Payment Processing

Clients enrolling in KMR subscription services may be required to provide billing details and authorize recurring payments.

KMR may utilize integrated third-party payment processors to collect, authorize, and process payments securely.

Depending on the payment method, KMR may receive limited transaction information, including payment status, transaction identifiers, and partial payment-method details.

Payment processors may separately collect and process card or bank-account information according to their applicable privacy and security practices.

Recurring billing amounts, payment schedules, cancellation provisions, and additional approved service charges are governed by the applicable Subscription Terms & Conditions and accepted client agreement.

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7. Third-Party Service Providers

KMR utilizes third-party software and professional service providers to support its operations.

Depending on the services selected or authorized by the client, these may include:

• Zoho applications, including CRM, Creator, Books, Sign, and WorkDrive.

• Wix website and online subscription services.

• Intuit QuickBooks and associated accounting systems.

• TaxAct and other tax preparation or electronic filing platforms.

• Gusto and other payroll service providers.

• Monarch Money and other authorized personal finance platforms.

• Payment processors, electronic signature providers, communications platforms, and scheduling services.

We may provide relevant personal or financial information to service providers when reasonably necessary to deliver requested services, process authorized transactions, administer accounts, or comply with legal requirements.

Access and disclosure remain subject to applicable confidentiality requirements, contractual safeguards, professional obligations, and legal restrictions.

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Using one KMR service does not mean that all listed service providers receive the client's information.

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8. Information Sharing and Disclosure

KMR does not sell client tax returns, financial records, or confidential client documents to data brokers or third-party marketers.

We may disclose information in limited circumstances:

Authorized Service Delivery: To employees, contractors, accountants, processors, and service providers with an authorized role in delivering services.

Client Authorization: When a client directs or legally authorizes disclosure to a lender, attorney, financial institution, government agency, or another designated recipient.

Legal Requirements: When disclosure is required or permitted by applicable law, court order, lawful regulatory request, or professional obligation.

Business Protection: Where legally permitted and reasonably necessary to investigate fraud, protect systems, enforce contractual rights, or address legal proceedings.

Business Transfers: In connection with a legitimate reorganization or transfer of business operations, subject to applicable confidentiality and legal requirements.

Where protected tax return information is involved, applicable tax confidentiality laws and consent requirements continue to govern disclosure.

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9. Data Security and Protection

KMR recognizes that tax and financial information requires heightened protection.

We seek to maintain appropriate administrative, technical, and physical safeguards designed to reduce risks of unauthorized access, alteration, disclosure, misuse, or loss.

Safeguards may include access restrictions, user authentication, secure document transmission, staff confidentiality procedures, and controls provided by authorized technology platforms.

No electronic transmission or storage environment can be guaranteed completely secure.

In the event of a security incident involving personal information, KMR will assess the incident and provide notifications when required by applicable law.

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10. Cookies and Website Tracking

The KMR website and associated platforms may use cookies and similar technologies to support website functionality, maintain user sessions, remember preferences, understand website performance, and support other enabled features.

Cookies may be categorized as essential, functional, analytics, or advertising-related, depending on the technologies actually used.

Visitors may manage certain cookies through their browser settings and, where available, the website's cookie consent controls.

Disabling certain cookies may affect website functionality.

Nonessential tracking technologies will be managed according to applicable notice and consent requirements.

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11. Email, SMS, and Client Communications

KMR may communicate with clients through email, telephone, secure portals, and SMS messaging for appointment reminders, document requests, subscription notices, account updates, and other service-related matters.

Promotional communications will be sent only where permitted by applicable law and subject to any required consent.

Clients may unsubscribe from marketing emails using the instructions provided in those communications.

Clients receiving optional SMS messages may opt out by replying STOP where supported or by contacting KMR directly.

Mobile numbers and SMS opt-in consent information are not sold or shared with third parties or affiliates for their independent marketing or promotional purposes.

Communications service providers may process information as necessary to deliver authorized messages.

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12. Data Retention

KMR retains personal, financial, and tax information for periods reasonably necessary to provide services, maintain professional records, comply with legal and regulatory requirements, resolve disputes, and enforce applicable agreements.

Retention periods may vary depending on the type of document, tax year, legal obligations, and applicable professional standards.

Following expiration of the applicable retention period, information may be securely deleted, destroyed, or de-identified according to the nature of the records and applicable requirements.

Cancellation of a subscription does not automatically require deletion of records KMR must retain for legal or professional purposes.

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13. Client Privacy Rights and Choices

Depending on applicable law, individuals may have rights to request:

• Access to personal information maintained about them.

• Correction of inaccurate information.

• Deletion of eligible personal information.

• A copy of certain personal information.

• Withdrawal of consent where processing depends on consent.

• Opt-out of certain marketing or advertising-related data uses.

• Other rights available under applicable privacy laws.

Requests may be submitted to info@kmrtax.com.

KMR may require identity verification before processing requests involving sensitive records.

Certain information may be retained or withheld where required or permitted by tax law, legal obligations, professional duties, or applicable exceptions.

KMR will respond to qualifying requests and provide any required appeal process in accordance with applicable law.

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14. Information Concerning Children and Dependents

KMR's website and subscription services are generally intended for adults and authorized business representatives.

However, tax preparation and related professional services may require information concerning dependent children or other family members.

Such information is collected and processed only as reasonably necessary for lawful professional services, with appropriate authorization, or as otherwise permitted or required by law.

KMR does not intentionally market its subscription services directly to children under 13.

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15. International Processing

Depending on the location of KMR's authorized personnel and service providers, information may be processed or accessed from locations outside a client's state or country of residence.

Any applicable cross-border processing will remain subject to relevant confidentiality, data protection, contractual, and legal requirements.

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16. Third-Party Websites and Connected Services

Our website, application, and client portal may contain links to external websites, financial institutions, software applications, and payment platforms.

These external services may have separate privacy policies and data handling practices.

Clients are encouraged to review the applicable privacy information before authorizing third-party connections or submitting information directly to external providers.

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17. Changes to This Privacy Policy

KMR may revise this Privacy Policy to reflect changes in our operations, technology, services, or applicable legal requirements.

Updated versions will be published on our website with a revised effective or last-updated date.

Where required by law, KMR will provide additional notice or obtain consent before implementing material changes affecting personal information.

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18. Contact Information

For privacy questions, data requests, or concerns regarding the handling of personal or financial information, please contact:

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KMR Tax Consultants

4426 NW 74th Ave
Miami, Florida 33166

Email: info@kmrtax.com
Telephone: 305-720-2945

Website: www.kmrtax.com

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Privacy Policy: https://www.kmrtax.com/privacypolicy

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