Privacy Policy

Last Updated: December 1, 2025

KCDale & Associates LLC℠ ("we," "us," or "our") is committed to protecting the privacy and security of our clients, website visitors, and the nonprofit organizations we serve.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [Insert Website URL] or engage our accounting and consulting services.

We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or device ("Personal Information").

When you engage our firm for nonprofit accounting services, we may collect:

• Identifiers: Name, postal address, email address, telephone number, and Social Security number (SSN) or Taxpayer Identification Number (TIN).
• Entity Information: Employer Identification Number (EIN), Articles of Incorporation, Bylaws, Board of Directors lists, and grant agreements.
• Financial Data: Bank account numbers, credit card numbers, transaction history, payroll data, donor lists, and donation records needed for tax filing (Form 990) and financial reporting.
• Professional/Employment Information: Job titles and salary information for payroll processing.

When you visit our website, we may automatically collect:

• Usage Data: IP address, browser type, operating system, referring URLs, and pages viewed.
• Cookies: Small data files stored on your device to improve website functionality.

We use the collected information for the following business purposes:

• Service Delivery: To provide bookkeeping, controller services, audit preparation, and tax compliance (including Form 990 filings) tailored to California nonprofits.
• Communication: To respond to your inquiries, schedule consultations, and send administrative information (such as changes to our terms or policies).
• Compliance: To comply with applicable laws, regulations (IRS, FASB, California Franchise Tax Board), and professional standards.
• Security: To detect security incidents and protect against malicious, deceptive, fraudulent, or illegal activity.

We do not sell your Personal Information.

We may share your information with third parties only in the following situations:

• Service Providers: We may share data with trusted third-party vendors who assist us in operating our business, such as:
  
  • Cloud accounting software (e.g., QuickBooks Online, Xero).
  • Payroll processing services.
  • Secure file-sharing and document storage platforms.
  • IT and security support.
• Legal Obligations: We may disclose information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).
• Professional Advisors: We may share data with other professionals (such as legal counsel or auditors) specifically authorized by you to assist with your organization's needs.

We implement industry-standard security measures to protect your personal and financial information. This includes:

• Encryption: Using Secure Socket Layer (SSL) technology for data in transit and encryption for data at rest.
• Access Controls: Restricting access to personal information to employees and contractors who need to know that information to process it for us.
• Multi-Factor Authentication (MFA): Utilizing MFA for access to our internal systems and client portals.

While we strive to use commercially acceptable means to protect your Personal Information, no method of transmission over the Internet is 100% secure.

If you are a resident of California, you have specific rights regarding your personal information:

• Right to Know: You may request that we disclose what personal information we have collected, used, shared, or sold about you in the past 12 months.
• Right to Delete: You may request that we delete your personal information, subject to certain exceptions (e.g., data we are legally required to retain for tax or audit purposes).
• Right to Correct: You have the right to request correction of inaccurate personal information.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.
• Right to Limit Use of Sensitive Info: You can ask us to limit the use of sensitive personal information (like SSNs or financial account data) to that which is necessary to perform our services.

To exercise these rights, please contact us using the information in Section 8.

We retain personal and financial information only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

Our website may contain links to third-party websites (e.g., IRS.gov, CalNonprofits). We are not responsible for the privacy practices or content of those third-party sites.

If you have questions or comments about this Privacy Policy, or if you wish to exercise your rights under California law, please contact us at:

KCDale & Associates LLC℠

• Attn: Privacy Officer
• Email: kcdale@kcdaleassociates.com
• Phone: 240-730-1456
• Address: 2390 Crenshaw Blvd., Suite 268, Torrance, CA 90501