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Kyle Milner CPA Tax & Accounting Advisory

Privacy Policy

Last updated: November 14, 2025

This Privacy Policy describes how Kyle Milner doing business as Kyle Milner, CPA (“Company”, “we”, “us”, or “our”) collects, uses, and discloses information when you use our website and related services (the “Service”). By using the Service, you consent to the practices described here. This Policy is provided for informational purposes and does not constitute legal advice.

1) Definitions

  • Company: Kyle Milner, dba Kyle Milner, CPA, 5350 Commerce Blvd Ste E, Rohnert Park, CA 94928, United States.
  • Website: https://milnertaxco.com
  • Personal Data: Information that identifies or relates to an identifiable individual.
  • Sensitive Personal Information: Includes Social Security Number/ITIN, government ID numbers, financial account numbers, and tax return information as defined by IRC §7216.
  • Usage Data: Technical data collected automatically (e.g., IP address, device/browser type, pages viewed, timestamps, cookies).

2) Personal Data We Collect

Categories may include

  • Identifiers: name, postal address, email, phone, government identifiers you provide.
  • Professional information: employer, job title/role, business contact details.
  • Financial/Tax information: income and withholding data, prior-year returns and schedules, documents you upload (W‑2, 1099, 1098, K‑1, brokerage statements), bank details for refunds/direct debits if provided.
  • Account/Authentication: usernames and hashed passwords for any client portal we operate (if applicable).
  • Communications: inquiry details, call notes, scheduling details.
  • Internet activity: IP address, device/browser, pages viewed, timestamps, cookie IDs, and general geolocation inferred from IP.
  • Inferences: limited service-interest segments derived from interactions (no behavioral advertising profiles).

Sensitive Personal Information

  • Social Security Number / ITIN
  • Driver’s license or other government ID numbers
  • Financial account numbers with or without credentials (when provided for refunds or payments)
  • Tax return information as defined by IRC §7216

Sources of Personal Data

  • Directly from you
  • Your authorized representatives (e.g., spouse, preparer, attorney, financial advisor)
  • Public records or government agencies as permitted
  • Third-party service providers acting on our behalf (e.g., client portal, e-signature, billing, hosting)
  • Financial institutions and payroll providers when you direct us to obtain data

3) Cookies and Similar Technologies

We use cookies and similar technologies to enable core functionality, remember preferences, and perform analytics (no cross-site behavioral advertising). You can control cookies via browser settings; some features may not function if disabled. Reach out if you have questions about specific cookies we use.

Cookie Categories

  • Necessary (session): core site features and security.
  • Functionality (persistent): preferences (e.g., language, forms).
  • Analytics (persistent): performance and usage insights.

4) How We Use Personal Data

We use Personal Data to:

  • Provide, operate, and maintain the Website and services; deliver tax, accounting, and advisory services per our engagement.
  • Set up and manage client portals and authentication (if applicable).
  • Communicate about appointments, deadlines, filings, and service updates.
  • Process payments and manage billing/collections.
  • Perform analytics, troubleshooting, and security monitoring.
  • Comply with legal, regulatory, and professional obligations.
  • Protect against fraud/abuse and enforce agreements.

We do not sell Personal Data, and we do not share Personal Data for cross-context behavioral advertising.

5) Disclosure of Personal Data

We may disclose Personal Data to:

  • Service Providers: hosting, client portal, e-signature, document storage, email, analytics, payment processing (under written agreements; no independent marketing).
  • Professional advisors/Counterparties: when you request or authorize.
  • Government/Courts: when required by law.
  • Business transfers: in a merger, acquisition, or asset sale, subject to your rights and applicable law.

Service providers process personal information under written agreements and are not permitted to use it for their own independent marketing.

6) Retention

We retain Personal Data as long as necessary for the purposes above, to comply with obligations, resolve disputes, and enforce agreements. Client engagement and tax records are typically retained for at least seven (7) years after the end of the engagement or as otherwise required. Usage data may be retained for shorter periods unless needed for security or functionality.

7) Security

We implement commercially reasonable technical and organizational measures (e.g., encryption in transit, access controls, least-privilege practices, vendor due diligence). No method of transmission or storage is 100% secure.

8) Accounts and Portals (If Applicable)

If we provide a client portal, you are responsible for safeguarding your credentials and notifying us promptly of any suspected compromise.

9) Children’s Privacy

The Service is not directed to children under 13, and we do not knowingly collect Personal Data from children under 13. If we learn a child under 13 has provided Personal Data, we will delete it as required by law.

Our Website may contain links to third-party sites we do not operate. We are not responsible for their content or privacy practices. Review their policies before providing information.

11) California Notice at Collection & Rights (CCPA/CPRA)

Notice at Collection: We collect the categories listed in Section 2 for the purposes described in Section 4. We do not sell Personal Data and do not share Personal Data for cross-context behavioral advertising. We limit use/disclosure of Sensitive Personal Information to necessary, permitted purposes.

California Rights:

  • Know/Access: categories and specific pieces of Personal Data; sources, purposes, recipients.
  • Delete: subject to legal/professional exceptions.
  • Correct: inaccurate Personal Data.
  • Opt-Out of Sale/Sharing: not applicable (we do not sell/share as defined).
  • Limit Use/Disclosure of Sensitive Personal Information: we already limit to necessary, permitted purposes.
  • Non-Discrimination: we will not discriminate for exercising these rights.

How to Exercise: Email kyle@milnertaxco.com or mail Kyle Milner, CPA, Attn: Privacy, 5350 Commerce Blvd Ste E, Rohnert Park, CA 94928. We may need to verify your identity. Authorized agents may submit requests with proof of authorization.

12) Tax Return Information (IRC §7216)

We use and disclose tax return information only as permitted by 26 U.S.C. §7216 and applicable regulations. We may use your tax return information to prepare your returns, provide related services, and provide copies to you. Where required for other uses/disclosures, we will obtain your written consent.

13) EEA/UK Addendum (If Applicable)

  • Controller: Kyle Milner, CPA
  • Legal bases: contract performance, legal obligations, legitimate interests (e.g., site security and improvement), and consent where required (e.g., certain cookies/communications).
  • International transfers: personal data may be processed in the United States; appropriate safeguards will be used where required.
  • Rights: access, rectification, erasure, restriction, objection, portability, and withdrawal of consent where processing is based on consent; lodge a complaint with a supervisory authority.

14) Do Not Sell or Share / Use of Sensitive Personal Information

  • We do not sell personal information.
  • We do not share personal information for cross-context behavioral advertising.
  • We do not use or disclose sensitive personal information for purposes other than those necessary to provide services, ensure security, prevent fraud, comply with law, or other limited purposes permitted by law.

15) International Transfers

We process personal information in the United States and in other jurisdictions where our service providers operate. We take reasonable steps to ensure appropriate protection consistent with this Policy.

16) Your Rights (General)

  • Access: request access to personal information we hold about you.
  • Correction: request correction of inaccurate personal information.
  • Deletion: request deletion of personal information, subject to legal/professional obligations.
  • Portability: request a copy of certain information in a portable format where feasible.
  • Opt-Out: opt out of non-essential communications.
  • Non-Discrimination: we will not discriminate against you for exercising your privacy rights.

17) Changes to This Policy

We may update this Policy periodically. We will post the updated version here with a new “Last updated” date. Your continued use after the effective date constitutes acceptance.

18) Contact Us