Privacy Policy

      Protection of Client Information

Kenneth Portera & Associates LLC is committed to protecting the confidentiality and security of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, store, and safeguard information obtained while providing tax preparation and related professional services.

Information We Collect

We collect only the information necessary to provide tax and financial services, which may include:

• Personal identifying information (such as name, address, Social Security number, and date of birth)
• Financial and tax-related information
• Contact information, including email addresses and phone numbers

Use of Information

Client information is used solely for legitimate business purposes, including:

• Preparing, filing, and advising on federal, state, and local tax matters
• Communicating with clients regarding tax filings, deadlines, and related services
• Complying with applicable federal and state laws and regulations

Kenneth Portera & Associates LLC does not sell, rent, or disclose client information to third parties except as required by law or with the client’s written authorization.

Tax Messaging and Email Communications

To provide timely service, we may communicate with clients via email, telephone, text message, or secure electronic messaging systems. While we take reasonable precautions to protect electronic communications, email and text messaging are not always secure.

By choosing to communicate with Kenneth Portera & Associates LLC electronically, clients acknowledge and accept the inherent risks of such communications. Sensitive tax documents and confidential information are transmitted using secure methods whenever feasible. Clients are encouraged not to send highly sensitive information (including full Social Security numbers or complete tax documents) through unsecured email or text messages unless specifically instructed to do so through a secure system.

Data Security

We maintain administrative, technical, and physical safeguards designed to protect client information from unauthorized access, disclosure, or misuse. These safeguards include:

• Secure electronic systems with password protection
• Restricted access to client information on a need-to-know basis
• Secure storage and proper disposal of paper and electronic records

Record Retention

Client records are retained in accordance with professional standards and applicable federal and New Jersey state laws. Records are securely destroyed or permanently deleted when no longer required for business, legal, or regulatory purposes.

Client Rights and Inquiries

Clients may request access to their personal information, request corrections, or inquire about our privacy practices by contacting us directly.

Policy Updates

This Privacy Policy may be updated periodically to reflect changes in legal requirements or business practices. Updated versions will be made available upon request.

Contact Information

     For questions or concerns regarding this Privacy Policy or the handling of your personal information, please contact our office at 732-238-5317 or email us at                 taxes@kportera.com