PRIVACY POLICY
Kim Bey & Associates
Effective Date: June 2026
Kim Bey & Associates ("Kim Bey & Associates," "we," "our," or "us") is a tax strategy and business advisory firm headquartered in Washington, D.C.
We respect your privacy and are committed to protecting the personal, financial, and business information you share with us. This Privacy Policy explains what information we collect, how we use it, when we share it, and the choices available to you.
If you have questions regarding this Privacy Policy or wish to exercise your privacy rights, please contact us at:
INFORMATION WE COLLECT
We collect information only as reasonably necessary to provide our services, improve your experience, and comply with applicable legal and professional obligations.
Information You Provide
When you:
• Contact us
• Schedule a consultation
• Complete a questionnaire
• Download educational resources
• Register for an event or webinar
• Subscribe to our newsletter
• Engage us for professional services
You may provide information including:
• Name
• Email address
• Phone number
• Mailing address
• Business information
• Financial information
• Tax-related information
• Entity information
• Supporting documentation
• Payment information (processed through third-party providers)
You are never required to provide more information than is reasonably necessary for us to perform our services.
FINANCIAL & TAX INFORMATION
Depending upon the services you request, you may voluntarily provide financial and tax related information including:
• Tax returns
• Income information
• Business financial statements
• Ownership structures
• Entity documents
• Payroll information
• Investment information
• Estate planning information
• Supporting documentation
This information is used solely for providing professional services requested by you.
PAYMENT INFORMATION
We do not store complete credit card information on our website.
Payments are processed securely through trusted third-party payment processors that maintain their own security and privacy practices.
Recurring payment information, where applicable, is maintained by those providers— not by Kim Bey & Associates.
WEBSITE USAGE INFORMATION
Like most modern websites, we automatically collect certain technical information when you visit our website, including:
• IP address
• Browser type
• Device type
• Operating system
• Pages viewed
• Time spent on pages
• Referral sources
• General geographic location
• Website interactions
This information helps us improve website performance, understand visitor behavior, and enhance the overall user experience.
COOKIES & TRACKING TECHNOLOGIES
Our website uses cookies and similar technologies to:
• Improve website functionality
• Remember user preferences
• Analyze website traffic
• Measure website performance
• Understand visitor engagement
• Improve educational content
• Support future marketing efforts
Most browsers allow you to disable cookies. Please note that some website functionality may be limited if cookies are disabled.
EMAIL COMMUNICATIONS
If you subscribe to our newsletter or educational resources, we may occasionally send:
• Tax law updates
• Planning insights
• Educational articles
• Webinar invitations
• Firm announcements
• New service offerings
• Event invitations
You may unsubscribe at any time using the link included in every email.
SMS COMMUNICATIONS
If you voluntarily provide your mobile phone number and opt into text communications, we may use SMS messaging for:
• Appointment reminders
• Scheduling confirmations
• Client communications
• Event reminders
You may opt out of text messaging at any time by following the instructions provided in the message.
USE OF ARTIFICIAL INTELLIGENCE
Kim Bey & Associates may utilize artificial intelligence or automation technologies to improve efficiency, organization, research, drafting, scheduling, and internal workflows.
Any AI-assisted work that contributes to client recommendations is reviewed by qualified professionals before delivery.
We do not sell client information to AI providers.
HOW WE USE YOUR INFORMATION
We may use your information to:
• Respond to inquiries
• Schedule consultations
• Deliver professional services
• Prepare recommendations
• Process payments
• Improve our website
• Improve client experience
• Send educational communications
• Maintain business records
• Comply with legal and regulatory obligations
We do not sell your personal information.
HOW WE SHARE INFORMATION
We may share information only when reasonably necessary with:
• Payment processors
• Secure cloud storage providers
• Technology service providers
• Email communication platforms
• Appointment scheduling platforms
• Professional advisors
• Government agencies when legally required
• Regulatory authorities where applicable
Each provider is expected to maintain appropriate confidentiality and security standards. We do not sell your personal information to third parties.
CLIENT CONFIDENTIALITY
Because our work frequently involves highly sensitive financial and tax information, protecting client confidentiality is central to our practice.
We maintain administrative, technical, and organizational safeguards designed to protect confidential information from unauthorized access, disclosure, alteration, or destruction.
Only authorized personnel with a legitimate business need have access to client information.
YOUR PRIVACY RIGHTS
Depending on your state of residence and applicable law, you may have the right to:
• Request access to personal information we maintain
• Request correction of inaccurate information
• Request deletion of certain personal information
• Request information regarding how your data is used
• Withdraw consent where applicable
To exercise any privacy rights, please contact us using the information provided below. We may verify your identity before responding to any request.
CALIFORNIA PRIVACY RIGHTS
If you are a California resident, you may have additional rights under applicable California privacy laws, including the right to:
• Know what personal information we collect
• Request deletion of eligible personal information
• Correct inaccurate personal information
• Limit certain uses of sensitive personal information where applicable
Kim Bey & Associates does not sell personal information.
DATA RETENTION
We retain information only for as long as necessary to:
• Deliver services
• Maintain required business records
• Meet legal and regulatory obligations
• Resolve disputes
• Enforce agreements
• Comply with professional record-retention requirements
Retention periods may vary depending upon applicable tax, accounting, legal, or regulatory requirements.
DATA SECURITY
We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your information.
Despite these efforts, no internet transmission or electronic storage system can be guaranteed to be completely secure.
Accordingly, while we strive to protect your information, we cannot guarantee absolute security.
THIRD-PARTY WEBSITES
Our website may contain links to third-party websites.
Kim Bey & Associates is not responsible for the privacy practices or content of external websites.
We encourage you to review the privacy policies of any third-party sites you visit.
CHILDREN'S PRIVACY
Our website and services are intended for adults.
We do not knowingly collect personal information from children under the age of 18.
If we become aware that such information has been collected inadvertently, we will promptly delete it.
CHANGES TO THIS POLICY
We may update this Privacy Policy periodically to reflect changes in our services, technology, legal requirements, or business practices.
The revised version will be posted on this page together with an updated Effective Date.
Continued use of our website after revisions are posted constitutes acceptance of the updated Privacy Policy.
CONTACT US
For questions regarding this Privacy Policy or requests concerning your personal information, please contact:
Kim Bey & Associates
Washington, D.C.
Email: Info@KeepingWhatsYours.com
Phone: 202-483-0404
Website: KeepingWhatsYours.com