Overview
This Privacy Policy applies to information collected through our website and communications related to our services. If you are a client, your engagement letter and other agreements with us may include additional privacy and confidentiality terms. If there is a conflict, the engagement letter controls to the extent permitted by law.
Information we collect
We may collect information in the following ways:
- Information you provide (name, email, phone, messages, appointment requests, service inquiries).
- Client/engagement information needed to provide accounting, tax, advisory, audit/assurance, payroll, or related services.
- Sensitive information (where applicable) such as government identifiers (e.g., SSN/ITIN), financial and tax documents, income/expense data, and other records you provide.
- Automatically collected site data (IP address, browser/device info, pages viewed, links clicked, referring/exit pages, timestamps).
- Approximate location inferred from your IP address.
- Cookies and similar technologies (see Cookies & analytics below).
- Information from third parties you use in connection with our services (e.g., bookkeeping platforms, payroll providers, financial institutions), as applicable.
How we use information
We may use information to:
- Provide, operate, and improve our professional services.
- Respond to inquiries, communicate with you, and schedule meetings.
- Manage client relationships, engagements, billing, and payments (if applicable).
- Maintain security, prevent fraud, and protect our rights and the rights of others.
- Comply with legal obligations and professional standards.
- Send administrative messages (e.g., service notices, policy updates).
- Send marketing or informational communications where permitted by law (you can opt out—see Your choices).
Tax return info & confidentiality
If we prepare or assist with tax returns or tax-related services, tax return information is handled confidentially. We do not disclose or use tax return information beyond what is needed to provide services, except as authorized by you or permitted/required by law.
Data security
We use administrative, technical, and physical safeguards designed to protect information we maintain, which may include access controls, secure portals, encryption where appropriate, and monitoring for unauthorized activity.
No method of transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.
Cookies & analytics
We may use cookies and similar technologies to enable site functionality, understand how the site is used, improve performance and content, and measure the effectiveness of communications.
You can control cookies through your browser settings. Disabling cookies may affect certain site features. Some browsers transmit “Do Not Track” signals. Because standards vary, we do not respond to all such signals.
Your choices
- Marketing emails: opt out using the unsubscribe link (if provided) or email info@fogelklein.com.
- Cookies: control cookie settings in your browser (see Cookies & analytics).
- Updating information: request updates/corrections by emailing info@fogelklein.com.
Data retention
We retain information as needed to provide services, comply with legal and professional obligations, resolve disputes, enforce agreements, and for legitimate business purposes. Retention periods may vary based on the nature of the information and the engagement.
Children’s privacy
The site is not intended for children under 13 (or under 16 where applicable), and we do not knowingly collect personal information from children. If you believe a child provided information to us, contact info@fogelklein.com.
Third-party links
The site may contain links to third-party sites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies.
State & regional rights
Depending on where you live, you may have certain rights regarding your personal information (such as the right to access, correct, delete, or opt out of certain processing). To submit a request, email info@fogelklein.com.
We may need to verify your identity before responding, and certain exceptions may apply.
Changes to this policy
We may update this Privacy Policy from time to time. The “Last Updated” date at the top indicates when it was most recently revised. Your continued use of the site after updates means you accept the revised policy.
Contact us
If you have questions about this Privacy Policy or our privacy practices, contact:
Fogel Klein LLP
50 Chestnut Ridge Rd, Suite 202
Montvale, NJ 07645
info@fogelklein.com
201-600-0026