Scope

This Privacy Policy describes how we collect, use, disclose, and safeguard information in connection with our tax consulting, tax preparation, accounting services, education and continuing-education programs for tax professionals, and our website and related communications. Certain categories of information—such as nonpublic personal information under the Gramm-Leach-Bliley Act (GLBA) and tax return information under Internal Revenue Code §7216—are subject to additional protections described below and may be exempt from portions of state privacy laws.

Information We Collect / Information You Provide

• Identification and contact details (e.g., name, email, phone, mailing address)
• Client onboarding information and documents
• Tax return information and financial records necessary to perform services
• Payment-related information (processed by third-party processors)
• Education/training enrollment information
• Communications and support requests

Information we collect automatically

• Device, browser, and log information when you visit our website
• Cookie and pixel data for essential site functions, performance analytics, fraud prevention, and security
• Limited approximate geolocation derived from IP address

Information from third parties

• Information from tax authorities, financial institutions, payroll providers, and other advisors at your direction
• Public records and commercially available sources used for identity verification, compliance, or engagement purposes

How We Use Information

• Provide, operate, and improve tax, accounting, and education services
• Prepare and file tax returns, represent clients as authorized, and provide related advisory
• Verify identity, maintain security, detect/prevent fraud and abuse
• Comply with legal, regulatory, and professional obligations (including IRS, state tax, GLBA, and record-keeping requirements)
• Respond to inquiries, provide customer support, and communicate about our services and events
• Conduct training, certifications, continuing education, and manage enrollment
• Perform internal analytics to improve our website and services
• Send marketing communications where permitted and honor your choices

Legal Bases for Processing (EU/UK visitors)

Where applicable, we process personal data on the basis of: performance of a contract; compliance with legal obligations; our legitimate interests in delivering and securing our services; and your consent where required (e.g., certain marketing). You may withdraw consent at any time where consent is the legal basis.

GLBA Consumer Financial Privacy

If you are an individual obtaining our services for personal, family, or household purposes, GLBA applies to your nonpublic personal information (NPI). We do not disclose NPI to non-affiliated third parties except as permitted by law (for example, to service providers performing services on our behalf, or as required or authorized by law). We provide appropriate GLBA privacy notices as required.

Tax Return Information – IRC §7216

Tax return information you provide for tax preparation or related services is subject to IRC §7216 and its regulations. We will not disclose or use your tax return information for purposes other than preparing, assisting in preparing, or providing services in connection with your tax return unless permitted by law or with your signed, written consent meeting IRS requirements. We maintain required records and safeguards consistent with these rules.

Cookies and Similar Technologies

We use essential cookies for site functionality and security, and may use analytics cookies to understand usage and improve performance. You can control cookies through your browser settings. If your browser sends a Global Privacy Control (GPC) signal, we will treat it as an opt-out for targeted advertising where applicable.

How We Share Information

We share information only as described below:

• Service providers and vendors under contracts that restrict use to our instructions (e.g., cloud hosting, IT/security, email/SMS, e-signature, document management, analytics, payment processing)
• Professional and compliance recipients (e.g., IRS/state tax agencies, regulators, auditors, insurers, legal counsel) as required or appropriate
• At your direction (e.g., with your bank, payroll provider, or other advisor)
• Business transactions (e.g., merger, acquisition, or asset transfer) subject to confidentiality and applicable law
• Legal obligations and protection (e.g., to comply with law, enforce agreements, protect rights, security, and safety)
  We do not sell personal information for money. We do not share tax return information for targeted advertising.

Data Security

We use administrative, technical, and physical safeguards designed to protect personal information, including access controls, encryption in transit, least-privilege access, and vendor due diligence. No security program is flawless; we continually improve our controls and monitor for threats.

Data Retention

We retain information as long as reasonably necessary for the purposes described, including:

• To provide services and maintain business records
• To comply with legal and professional obligations (for example, certain preparer records retained for at least three years under IRS rules)
• To resolve disputes and enforce agreements
  Where feasible, we de-identify or securely delete information when it is no longer needed.

Your Privacy Choices and Rights

Depending on your location, you may have rights to:

• Access, correct, or delete personal information
• Receive a portable copy of certain information
• Opt out of targeted advertising, sale, or profiling for decisions with legal/similar significant effects
• Limit the use/disclosure of sensitive personal information (where applicable)
• Withdraw consent where processing is based on consent

To exercise rights, contact info@keliyahsolutions.com or call +1 (561) 225-7319. We will verify your request and respond within the time required by law. Authorized agents may act on your behalf with proof of authorization and identity verification. You will not be discriminated against for exercising your rights.

Children’s Privacy

Our services are not directed to children under 13, and we do not knowingly collect personal information from them. If you believe a child has provided us information, contact us and we will take appropriate action.

International Data Transfers

If you access our website or services from outside the United States, your information may be processed in the U.S. and other jurisdictions with different data protection laws. We implement appropriate safeguards (such as standard contractual clauses) when required.

Marketing Communications

You may opt out of marketing emails by using the unsubscribe link in any email or by contacting us at info@keliyahsolutions.com
. We will continue to send non-marketing messages related to your account, services, or legal notices.

Third-Party Links

Our website may link to third-party sites or services. Their privacy practices are governed by their own policies; review those policies carefully.

Changes to This Policy

We may update this Privacy Policy from time to time. The “Effective date” at the top indicates when it was last revised. Material changes will be posted on our website and become effective when posted unless otherwise required by law.

Address: P.O. Box 680933, Orlando, FL 32818
Email: info@keliyahsolutions.com
Website: keliyahsolutions.com
Phone: +1 (561) 225-7319