Privacy Policy

This policy applies to visitors and users of our website, individuals who complete a contact, intake, booking, or resource form, recipients of our emails, and clients who interact with us through online tools such as a secure document portal, e-signature, scheduling software, or payment provider. It does not change the terms of any engagement letter or other written agreement governing services we provide to you.

Depending on how you use the site and interact with us, we may collect:

• Information you provide directly: name, email, phone number, city and state, business name, role, and details about your tax, accounting, or advisory situation that you share with us.
• Form, intake, and booking submissions: details you submit through contact forms, service inquiries, consultation requests, resource subscriptions, and downloadable checklists or guides.
• Uploaded documents and records: files, statements, returns, IDs, or other materials you upload through our forms or client portal in connection with a current or prospective engagement.
• Communications data: emails, messages, voicemails, and notes from calls or meetings related to your inquiry or service.
• Device, browser, and usage information: IP address, browser type, device type, pages visited, referring URLs, and general usage patterns collected automatically through standard server logs.
• Cookies, analytics, and similar technologies: as described below in "Cookies, Analytics & Tracking Technologies."

We use the information we collect to:

• Respond to inquiries and follow up on requests for information.
• Schedule and prepare for consultations and meetings.
• Evaluate, scope, and deliver requested services.
• Onboard, manage, and communicate with clients.
• Send requested resources, checklists, and guides.
• Improve site usability, content, and performance.
• Maintain internal records and administration.
• Handle billing, payment processing, and support.
• Protect the security of our systems, prevent fraud, and comply with legal, regulatory, and professional obligations.

We process information:

• to provide the services or information you have requested,
• to fulfill our legal, regulatory, and professional obligations,
• for legitimate business purposes such as administering, securing, and improving our services, and
• based on your consent where consent is the appropriate basis (for example, certain marketing emails).

We do not sell your personal information. We share information only as reasonably needed to operate our business and provide services, including with:

• Service providers and technology vendors that help us run the firm and the website, such as email and hosting providers, secure document portals, e-signature tools, scheduling software, form software, payment processors, accounting and workflow tools, and analytics providers.
• Regulators and government agencies (including tax authorities) when required by law, professional standards, lawful request, or to establish or defend legal rights.
• Professional advisors such as attorneys, auditors, and insurers when reasonably needed.
• Business transfers or organizational changes, such as a merger, acquisition, financing, or reorganization, in which case information may be transferred subject to appropriate protections.
• With your direction or consent, for example when you ask us to coordinate with a lender, advisor, or other party.

Our website may use cookies and similar technologies to make the site function properly, remember preferences, measure traffic, and understand how the site is used so we can improve it. We may use third-party analytics tools that collect aggregated information about site activity. Most browsers and devices let you block or delete cookies and limit certain tracking through their settings. Some site features may not work as intended if you disable cookies.

We retain information for as long as reasonably needed to provide services, respond to inquiries, fulfill legal, regulatory, and professional recordkeeping obligations, resolve disputes, support security, and otherwise run our business. Tax and client-related records often need to be retained for extended periods to meet professional standards and tax authority requirements. When information is no longer needed for these purposes, we take reasonable steps to delete, anonymize, or securely archive it.

We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, disclosure, alteration, and loss, including limiting internal access to staff who need it to perform their work and using secure tools (such as an encrypted client portal) for exchanging sensitive documents. No website, software, or transmission method is completely secure, and we cannot guarantee absolute security. You should use the secure upload methods we offer rather than sending sensitive details over unsecured email.

Depending on your location, you may have rights to:

• access information we hold about you,
• request correction of inaccurate information,
• request deletion where appropriate,
• unsubscribe from marketing communications,
• withdraw consent where processing depends on consent, and
• ask about our privacy practices.

We will respond to verifiable requests as required by law. Some requests may be limited or denied where retention is required by law or professional obligation, where information is needed to complete or defend an existing engagement, or where granting the request would affect the rights of others.

We send two general types of email: service-related communications (such as responses to your inquiry, consultation confirmations, document requests, engagement updates, and billing) and marketing or resource emails (such as newsletters, articles, and guides). You can unsubscribe from marketing emails at any time using the link in the email or by contacting us. Service-related messages may still be sent when reasonably needed to deliver requested services or fulfill professional obligations.

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us and we will take appropriate steps to address it.

Our site may link to or integrate with third-party websites and tools that we do not own or control. Those services operate under their own terms and privacy practices, and we are not responsible for their content or how they handle information. We encourage you to review the privacy notices of any third-party services you use.

Privacy rights vary by state and country. If you live somewhere that provides specific privacy rights (for example, certain U.S. state privacy laws), those rights may apply to information we hold about you. You are welcome to contact us using the details below to ask about rights that may apply to your situation, and we will respond consistent with applicable law.

We may update this Privacy Policy from time to time to reflect changes in our services, technology, or legal requirements. When we do, we will update the "Last updated" date at the top of this page. Material changes may be communicated through the site or other appropriate means.

Questions, requests, or concerns about this policy can be sent to:

Kuuni Partners LLC
279 W Crogan St
Lawrenceville, GA 30046
(770) 882-0816
hello@kuunipartners.com
Mon–Fri, 9:00 AM – 5:00 PM ET

See also our Terms of Service and Disclaimer.