Privacy Policy

What we collect

When you submit a form on this site we collect the information you enter: your name, email address, phone number, practice name, state, practice type, collections range, what you need help with, and any message you write. We also record whether you checked the contact consent box.

If you accept analytics cookies, we collect aggregate usage data such as pages viewed and approximate location at country level. We use Vercel Web Analytics, which is cookieless, and Google Analytics, which only runs after you consent through the cookie banner.

How we use it

• To respond to your request and provide the service you asked about
• To send the written findings memo if you requested a tax return review
• To improve the site based on which pages practice owners actually use

We do not sell your information. We do not share it with third parties for their own marketing. Form submissions are delivered by email through SendGrid and stored in our business email and client systems.

Tax documents and sensitive information

Please do not attach tax returns, financial statements, or protected health information to a web form or to ordinary email. When a review requires documents, we send a secure upload link. Documents you provide for a review are used only for that review and are retained in line with professional record-keeping obligations.

Cookies

Analytics cookies are denied by default outside the United States and are only set once you accept them. You can change your choice at any time using the Cookie Preferences control in the footer. Essential functionality on this site does not require cookies.

Your choices

• Ask us to stop contacting you at any time and we will
• Request a copy of the information we hold about you
• Request deletion of your enquiry data, subject to any records we must legally retain

Contact

Questions about this policy, or any request above, can go to info@klassolutions.com or (844) 552-7100. Our office is at 1 Martin Woods Way, Fountain Inn, SC 29644.