1. Information We Collect

A. Personal Information

We may collect personal information, including but not limited to:

  • Name, address, email address, phone number

  • Date of birth

  • Social Security numbers or taxpayer identification numbers

  • Bank account and financial information

  • Income, tax, and employment information

  • Business ownership and entity details

This information may be collected through secure intake forms, portals, or communications for the purpose of providing tax and accounting services.

B. Automatically Collected Information

When you visit our Website, we may collect:

  • IP address

  • Browser type and device information

  • Pages visited and usage data

  • Cookies and similar tracking technologies

2. How We Collect Information

We collect information:

  • When you submit forms or documents through the Website

  • When you engage us for professional services

  • Through cookies, analytics tools, and security technologies

  • Through CAPTCHA and anti-bot verification tools

3. Legal Basis for Processing Personal Information

We process personal information based on one or more of the following lawful bases:

  • Performance of a Contract: Processing is necessary to perform services under a signed engagement letter or to take steps at your request prior to entering into an engagement.

  • Legal Obligations: Processing is required to comply with applicable federal and state laws and regulations, including IRS requirements, recordkeeping obligations, and regulatory compliance.

  • Legitimate Business Interests: Processing is necessary for the operation, security, and improvement of our services, fraud prevention, client communication, and business administration, provided such interests are not overridden by your rights.

4. How We Use Your Information

We use personal information to:

  • Prepare and file tax returns and related documents

  • Provide accounting, bookkeeping, and advisory services

  • Communicate with you regarding services and inquiries

  • Verify identity and prevent fraud

  • Comply with legal and regulatory obligations

  • Secure our Website and systems

5. Cookies, CAPTCHA, and Tracking Technologies

Cookies

We use cookies and similar technologies to:

  • Ensure Website functionality

  • Analyze Website traffic

  • Improve user experience

You may disable cookies through your browser settings, though some features may not function properly.

CAPTCHA and Security Tools

We use CAPTCHA and similar security tools (such as Google reCAPTCHA) to:

  • Protect against automated abuse and fraud

  • Ensure the security and integrity of submitted information

These tools may collect technical data such as IP address, browser characteristics, and user interaction data and are subject to the privacy policies of the respective providers.

6. Sharing and Disclosure of Information

We do not sell personal information.

We may disclose information:

  • To service providers who assist with hosting, document management, analytics, secure portals, or payment processing

  • To taxing authorities and government agencies as required by law

  • To legal or regulatory authorities in response to lawful requests

  • In connection with a business transfer, merger, or restructuring

All service providers are required to maintain confidentiality and use information only for authorized purposes.

7. Protection of Sensitive Information

We recognize the sensitive nature of tax and financial information and implement safeguards consistent with professional standards, including:

  • Encryption of data in transit and at rest

  • Secure portals and access controls

  • Restricted employee access on a need-to-know basis

  • Physical, administrative, and technical security measures

Despite these safeguards, no system can be guaranteed to be 100% secure.

8. Data Retention

We retain personal information only for as long as necessary to:

  • Fulfill professional and contractual obligations

  • Comply with IRS, state, and regulatory recordkeeping requirements

  • Resolve disputes or enforce agreements

Retention periods vary depending on legal and professional requirements.

9. Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

  • Request access to your personal information

  • Request correction of inaccurate information

  • Request deletion where legally permitted

  • Opt out of non-essential communications

  • Withdraw consent where processing is based on consent

Requests may be submitted to info@kfmus.com. Certain requests may be limited by legal or regulatory obligations.

10. Children’s Privacy

Our Website and services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Material changes may be communicated via Website notice or email where appropriate.

12. Contact Information

If you have questions about this Privacy Policy or our data practices, contact:

Furia Investments LLC d/b/a KFM
1010 S Federal Hwy, Suite 1400
Hallandale Beach, FL 33009
Email: info@kfmus.com
Phone: +1 (786) 307-0544