Introduction
At Koppula Associates, we collect personal information to provide finance, tax, advisory, and consulting, and related professional services. We collect only the information necessary to perform our services, communicate with you, comply with legal obligations, and provide a high level of client service. We do not sell your personal information and are committed to protecting its security and confidentiality.
Scope
This Privacy Policy applies to current and former clients of Koppula Associates. 'Personal information' means information that identifies you, your business, or your financial accounts.
1. No Sale of Personal Information
Koppula Associates does not sell, rent, or trade your personal information. We may share information with trusted service providers that assist us in delivering professional services or maintaining secure technology, subject to confidentiality obligations.
2. Limited Disclosure
We may disclose personal information to trusted service providers, financial institutions, government agencies, or regulators when authorized by you or required by law, to comply with legal obligations, prevent fraud, resolve disputes, or protect our legal rights. Otherwise, we do not disclose your information without your authorization.
3. Information We Collect
We may collect your name, address, phone number, email address, date of birth, Social Security Number or Tax ID, business information, financial information, banking information, tax documents, payroll information, accounting records, financial statements, and other information necessary to perform requested services.
4. Safeguards
We maintain physical, administrative, and technical safeguards including restricted office access, password-protected systems, encryption where appropriate, secure cloud storage, multi-factor authentication where available, employee confidentiality obligations, and secure document transmission.
5. Accuracy
If any personal information is inaccurate or incomplete, please contact us so we can promptly update our records.
6. Changes
If our privacy practices change materially, we will update this Privacy Policy and provide notice where required by law.
Online Privacy
Our website may collect information voluntarily submitted through contact forms, appointment requests, document uploads, or employment applications. We may also collect limited technical information such as browser type, IP address, device information, and website usage statistics.
Encryption
Our website uses Transport Layer Security (TLS) to protect information transmitted between your browser and our servers.
Client Authentication
If you use a client portal, keep your password confidential, use a strong password, enable multi-factor authentication where available, and log out after each session.
Cookies
We may use cookies to maintain secure sessions, remember preferences, improve functionality, and analyze website performance. You can manage cookies through your browser settings.
Third-Party Websites
Links to third-party websites are provided for convenience. Those websites have independent privacy policies and Koppula Associates is not responsible for their practices.
California Privacy Rights (CCPA/CPRA)
California residents may have the right to know, access, correct, delete, and obtain information about the personal information we collect, subject to applicable legal exemptions. Koppula Associates does not sell or share personal information for cross-context behavioral advertising. We will verify your identity before processing privacy requests.
Other State Privacy Rights
Where applicable under the privacy laws of Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Iowa, Delaware, Indiana, Montana, Nebraska, New Hampshire, New Jersey, Minnesota, Maryland, Tennessee, Kentucky, Rhode Island, and other applicable U.S. state laws, Koppula Associates will honor eligible requests to access, correct, delete, or obtain copies of personal information, subject to professional and legal record-retention obligations and applicable exemptions.
Professional Confidentiality
Koppula Associates maintains a comprehensive information security program designed to protect client information in accordance with applicable federal laws, professional standards, and industry best practices, including the FTC Safeguards Rule, IRS Publication 4557, and other applicable legal requirements.
We utilize reputable third-party software providers, cloud-based systems, and secure technology platforms to deliver our professional services. We carefully select service providers that maintain appropriate security and confidentiality standards and require them to safeguard client information consistent with applicable legal and contractual obligations.
Access to client information is limited to authorized personnel and protected through administrative, technical, and physical safeguards, including password protection, encryption where appropriate, secure data storage, and multi-factor authentication where available. We regularly review and update our security practices to help protect the confidentiality, integrity, and availability of the information entrusted to us.
Contact
Questions regarding this Privacy Policy may be directed to:
Koppula Associates
Phone: 310-902-1525
Website: KoppulaCPA.com
Address: 8119 March Ave
