KBS Advisory Group LLC ("we," "us") respects your privacy. This policy explains what information we collect through this website and how we protect it.
Information We Collect On This Website
When you use our contact form, we collect the information you choose to send: your name, email address, phone number, the service you're asking about, and your message. This website does not ask for your Social Security number, tax documents or financial account numbers, and you should not send them through the contact form.
Secure Client Forms And Document Uploads
Client engagement agreements, intake questionnaires and document uploads are handled through third-party services, Cognito Forms and the TaxesToGo app, which have their own privacy and security practices. Links to those services are provided on our Client Intake page.
How We Use Your Information
We use the information you provide to respond to your inquiry, schedule appointments and deliver the services you request. We do not sell your personal information.
Taxpayer Information
As a tax preparer, we are required by federal law, including Internal Revenue Code Section 7216, to protect the confidentiality of your tax return information. We do not use or disclose your tax return information for any purpose other than preparing your return and providing the services you engaged us for, except as permitted by law or with your written consent.
How We Protect Your Information
We maintain administrative, technical and physical safeguards designed to protect client information, consistent with the FTC Safeguards Rule that applies to tax preparers.
Life Insurance Inquiries
If you request a life insurance quote, we use your information only to prepare the quote and to communicate with you about coverage. Life insurance is offered in South Carolina only.
Cookies And Analytics
This website may use basic cookies needed for it to function. If we add analytics in the future, we will update this policy.
Third-Party Links
Our website links to government websites and third-party services. We are not responsible for the privacy practices of those websites.
Your Choices
You may ask us what personal information we hold about you, or ask us to correct or delete information you sent through this website, subject to records we are required by law to keep.
Contact Us
KBS Advisory Group LLC, 6500 Rivers Ave, Charleston, SC 29406 · 866-664-3193 · info@kbsadvisorygroup.com
Changes To This Policy
We may update this policy. The effective date above shows when it was last revised.