Krey CPA PLLC

Privacy Policy

Effective Date: 7/27/2026

Krey CPA PLLC is committed to protecting the confidentiality and security of the personal information entrusted to us.

Please read the following Privacy Policy to understand how Krey CPA PLLC collects, uses, protects, and shares your personal information.

(1) Information We Collect

We collect nonpublic personal information about you from various sources, including:

  • Interviews regarding your tax situation.

  • Applications, organizers, engagement documents, questionnaires, or other documents that provide information such as your name, address, telephone number, email address, Social Security Number, number of dependents, income, and other tax-related information.

  • Tax and financial documents you provide that are necessary to prepare tax returns or provide accounting, bookkeeping, payroll, tax planning, consulting, or other professional services.

  • Communications with you by email, telephone, secure client portal, text message, or other methods related to the services you request.

  • Mobile phone numbers and records of SMS consent when you choose to receive text message communications from us.

Krey CPA PLLC does not currently collect mobile phone numbers through its public website for SMS enrollment or opt-in. Mobile phone numbers and SMS consent are generally collected during client onboarding, through engagement documents, questionnaires, signed authorizations, or other written communications associated with your engagement. Additional information regarding SMS communications and consent is available on the SMS Terms & Conditions page.

(2) How We Use Your Information

We use your personal information to:

  • Provide tax, accounting, bookkeeping, payroll, and related professional services.

  • Prepare and manage your client engagement.

  • Communicate regarding appointments, deadlines, requested documentation, engagement updates, and other administrative matters.

  • Maintain client records.

  • Comply with applicable legal, regulatory, ethical, and professional obligations.

  • Protect the security and confidentiality of your information.

(3) SMS Communications

If you choose to receive SMS communications from Krey CPA PLLC, we may use your mobile phone number to communicate regarding the professional services you have requested. These communications may include appointment reminders, scheduling updates, requests for documentation, secure portal notifications, engagement updates, and other administrative messages.

Your consent to receive SMS messages is voluntary and is not a condition of receiving professional services.

Mobile phone numbers and SMS consent information are not shared with third parties or affiliates for marketing or promotional purposes.

Additional information regarding SMS communications and consent is available on the SMS Terms & Conditions page.

(4) Information Sharing

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except:

  • As requested or authorized by our clients;

  • As required or permitted by law;

  • As necessary to provide professional services on your behalf; or

  • To trusted service providers who assist us in operating our business and who are required to maintain the confidentiality of your information.

We do not sell your personal information.

Mobile phone numbers and SMS consent information are not shared with third parties or affiliates for marketing or promotional purposes.

(5) Protecting Your Information

We restrict access to personal information concerning you to employees and authorized service providers who require such information to provide products or services to you.

We maintain physical, electronic, administrative, and procedural safeguards designed to protect your personal information and to comply with applicable federal and state regulations.

While we take reasonable measures to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure. When available, we encourage clients to use our secure client portal for transmitting sensitive financial or tax information.

(6) Information Retention

We retain personal information for as long as necessary to provide professional services, comply with legal and regulatory requirements, maintain business records, resolve disputes, and enforce our agreements.

(7) Your Communication Choices

You may request changes to your communication preferences by contacting our office.

If you have elected to receive SMS communications, you may opt out at any time by replying STOP to any text message. For assistance, reply HELP.

Opting out of text messages will not prevent us from communicating with you through other appropriate methods regarding your engagement or the professional services you have requested.

(8) Third-Party Websites

Our website or client communications may contain links to third-party websites or secure client portals. We are not responsible for the privacy practices of those third parties and encourage you to review their privacy policies before providing personal information.

(9) Changes to This Privacy Policy

Krey CPA PLLC may update this Privacy Policy from time to time. Any changes will be posted on this page and will become effective upon publication.

(10) Contact Us

If you have any questions about this Privacy Policy, please contact us.

Krey CPA PLLC
Phone: 480-636-6376
Email: service@kreycpa.com