By submitting this form, you agree to the following:

• You authorize KD Financials to collect and process your information for the purpose of tax preparation, document submission, and refund tracking.

• You consent to receive SMS and email messages from KD Financials regarding your account, document updates, scheduling, and refund notifications.

• Message frequency varies. Message and data rates may apply.

• You may opt out of text messages at any time by replying STOP, or request assistance by replying HELP.

• Your information is confidential and securely stored in compliance with IRS Publication 1075 and applicable data privacy regulations.

• KD Financials does not share your personal data with third parties except as required by law or to complete your authorized services.

KD Financials (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect your data when you visit our website, complete our intake forms, or communicate with us through our toll-free number and other communication channels.

By using our services or submitting your information, you consent to the practices described in this Privacy Policy.

We collect information that you voluntarily provide to us, including but not limited to:

• Full name

• Contact information (email, phone number, mailing address)

• Identification details (Social Security Number, ID, date of birth)

• Tax-related documents and financial information necessary for tax preparation

• Dependent and household information

• Communication preferences and consent for SMS updates

We may also collect limited data automatically, such as IP address, browser type, and device information, to improve our website performance and security.

We use the information you provide for the following purposes:

• Preparing and filing your tax returns accurately and efficiently

• Contacting you regarding your account, documents, or refund status

• Sending you appointment reminders, service updates, and secure file requests

• Providing customer support and responding to inquiries

• Complying with IRS and state tax regulations

• Sending transactional and informational SMS or email messages (with your consent)

By providing your mobile number, you agree to receive text messages from KD Financials related to your tax preparation services, including updates, document notifications, and account information.

• Message frequency: varies by client activity

• Message and data rates: may apply depending on your carrier

• You may opt out at any time by replying STOP or request help by replying HELP

We do not send spam, promotional, or high-volume marketing texts. Every message clearly identifies KD Financials as the sender.

We do not sell, rent, or trade your personal information.
Your data may only be shared with:

• Authorized KD Financials staff members

• Trusted third-party vendors (e.g., secure document portals, e-signature platforms, tax filing software)

• Government agencies, when legally required to complete your tax filings or under lawful request

All vendors we use maintain strict data security and confidentiality standards.

We maintain administrative, technical, and physical safeguards to protect your personal information against unauthorized access, misuse, loss, or alteration.
All data is transmitted and stored using industry-standard encryption and in compliance with IRS Publication 1075 for data confidentiality.

You have the right to:

• Access, update, or correct your personal information

• Withdraw consent to receive SMS or email communications

• Request deletion of your data (where legally permissible)

To exercise these rights, contact us using the details below.

KD Financials retains client information for as long as required by federal and state tax laws or as necessary to maintain accurate service records. Once no longer required, data is securely deleted or anonymized.

Our website may use cookies or similar technologies to improve your browsing experience. You may choose to disable cookies through your browser settings; however, this may affect functionality.

We may update this Privacy Policy periodically. Any revisions will be posted on this page with an updated effective date. Continued use of our services after changes constitutes acceptance of the new policy.