Privacy Policy
Last updated: July 18, 2026
Overview
KG Tax Group ("we," "us," or "our") respects your privacy. This policy describes how we collect, use, and protect information when you visit our website or use our services.
Information we collect
- Contact information you provide via forms, email, or phone (name, email, phone number).
- Tax and financial documents you submit through our secure client portal (SmartVault).
- Website usage data such as pages visited and browser type (if analytics are enabled).
How we use information
We use your information to provide tax and accounting services, respond to inquiries, schedule appointments, and improve our website. We do not sell your personal information.
Secure document handling
Client documents are exchanged through SmartVault, a SOC 2 Type 2 compliant platform. We do not accept tax documents via unsecured email. Please use our Client Portal for all document submissions.
Third-party services
Our website may integrate with:
- SmartVault (secure client portal)
- Cal.com (appointment scheduling)
- Square (payment processing)
- Analytics provider (if enabled)
Each service has its own privacy policy governing data they process.
Cookies
Our website may use essential cookies for functionality. If analytics are enabled, we will use privacy-respecting analytics that do not track individuals across sites.
Your rights
You may request access to, correction of, or deletion of personal information we hold, subject to legal and professional retention requirements for tax records.
Contact
Questions about this policy? Contact us at TaxInfo@KGTaxGroup.com or (571) 634-9335.