Privacy Policy
Last Updated: November 2025

At Kuuni Partners LLC, your privacy is our priority. We are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you visit our website, use our services, or communicate with us.

1. Who We Are

Kuuni Partners LLC is a professional tax, accounting, and financial advisory firm based in Georgia, USA. We provide tax preparation, financial planning, bookkeeping, IRS representation, and fractional CFO services for individuals and businesses.

2. Information We Collect

We collect information to deliver our services efficiently, comply with regulations, and enhance your client experience.

a. Personal Information

When you contact us, request a consultation, or engage our services, we may collect:

Name, address, phone number, and email address

Tax identification or Social Security number (where legally required)

Employment and income details

Business entity and financial data

Government-issued IDs (for identity verification)

b. Financial Information

For accounting, payroll, and financial planning services, we may collect:

Bank account details and statements

Payroll records and tax filings

Accounting software access (QuickBooks, Xero, etc.)

Investment and retirement account information

c. Website and Usage Information

When you visit our site, we may collect:

IP address and browser type

Pages visited, date/time of visit, and referring URLs

Device and cookie data

Cookies help improve your experience, but you can disable them in your browser settings.

3. How We Use Your Information

We use your information solely for legitimate business and compliance purposes, including:

Preparing and filing tax returns

Providing financial planning and advisory services

Responding to inquiries and scheduling consultations

Managing client accounts and billing

Improving website functionality and user experience

Complying with IRS, state, and financial regulations

We do not sell or rent your personal data under any circumstances.

4. Legal Basis for Processing

We process your information on the following grounds:

Contractual necessity: To perform our services as agreed.

Legal compliance: To meet IRS, state, or federal reporting obligations.

Legitimate interests: To improve service delivery and security.

Consent: When you voluntarily provide information or sign up for updates.

5. Data Sharing and Disclosure

We only share information as necessary to perform our services or as required by law.

Your data may be shared with:

IRS or state tax agencies (for filings and compliance)

Payment processors (for invoicing and payments)

Financial institutions (for authorized planning services)

Technology partners (for secure data storage or e-signature)

Legal or government authorities (if required by court order or law enforcement)

All vendors are vetted for compliance with strict confidentiality and data-security standards.

6. Data Security

We implement strong technical and organizational safeguards:

Secure, encrypted client portals for document sharing

Multi-factor authentication for account access

Regular security audits and software updates

Limited internal access based on need-to-know principles

However, no online platform is 100% secure. You share data with us at your own discretion.

7. Data Retention

We retain client records for as long as necessary to:

Fulfill our service obligations

Comply with legal and regulatory requirements (typically 7 years)

Resolve disputes and enforce agreements

After retention periods expire, data is securely deleted or anonymized.

8. Your Privacy Rights

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

Access the data we hold about you

Request correction of inaccurate information

Request deletion (where legally permissible)

Withdraw consent at any time

Receive a copy of your data in a portable format

To exercise your rights, email [email protected] with “Privacy Request” in the subject line.

10. Children’s Privacy

Our services are intended for adults (18+). We do not knowingly collect or store information from minors. If we learn that we have inadvertently received data from a minor, we will delete it promptly.

9. Third-Party Links

Our website may include links to other sites for convenience. We are not responsible for their content, privacy practices, or security measures. Review their policies before sharing information.

11. Updates to This Policy

We may update this Privacy Policy periodically. All changes will be posted on this page with a revised “Last Updated” date. Continued use of our site or services indicates acceptance of the updated terms.