Privacy Policy

1. Introduction
Aegis CPA LLC formerly known as “Kunal Patel Accounting LLC” ("we," "our," or "us") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in compliance with U.S. federal law, New Jersey state regulations, and industry standards including those required by payment processors.

2. Information We Collect
We collect both personal and non-personal information necessary to provide accounting, tax, and advisory services. This may include:

  • Name, address, phone number, and email

  • Social Security numbers and taxpayer identification numbers

  • Financial account numbers, income, investment, and tax information

  • Employment and business information

  • Credit card or bank account details (if making payments electronically)

3. How We Use Your Information
We use your information to:

  • Deliver professional services, including tax preparation, accounting, and financial planning

  • Process payments and billing

  • Communicate with you about your account or services

  • Fulfill legal and regulatory requirements

  • Prevent fraud and maintain the security of our systems

4. Disclosure of Information
We do not sell or rent your personal information. We may share information in the following limited circumstances:

  • With your consent

  • To service providers who assist in delivering services (e.g., cloud storage, payment processing) under strict confidentiality agreements

  • As required by law, regulation, or court order

  • In connection with a merger, acquisition, or sale of our firm, provided that appropriate confidentiality protections are in place

5. Payment Processing
If you pay for services via credit card or electronic transfer, your payment information is processed through secure, PCI DSS-compliant third-party processors. We do not store full credit card numbers or CVV codes on our systems.

6. Data Security
We implement appropriate technical and organizational safeguards, including:

  • Encrypted data transmission and storage

  • Firewall and intrusion detection systems

  • Limited access to personal information on a need-to-know basis

  • Regular cybersecurity audits and employee training

7. Your Rights and Choices
You may:

  • Request a copy of your personal data

  • Ask us to correct inaccurate information

  • Withdraw your consent (where applicable), which may affect service delivery

  • Opt-out of non-essential communications

8. Retention of Records
We retain your information as required by law and professional guidelines, typically for a minimum of 7 years unless extended by ongoing client engagement or legal obligation.

9. Changes to This Policy
We may update this Privacy Policy to reflect changes in our practices or legal obligations. Updates will be posted on our website with the effective date.

10. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your rights, contact us at:

Aegis CPA
Email: kunal@aegiscpa.com