Privacy Policy

Victor Kwan CPA PLLC – Privacy Policy
Effective Date: Oct 15, 2025

We respect your privacy and are committed to protecting your personal information.

Information We Collect

  • Contact information (name, address, email, phone).

  • Financial and tax information needed for tax preparation.

  • Documents you upload through our secure portal.

How We Use Information

  • To provide tax preparation, planning, and advisory services.

  • To comply with federal, state, and professional obligations.

  • To communicate with you about deadlines and filings.

Sharing of Information

We do not sell or rent your data. Information may be shared only:

  • With tax authorities when filing returns.

  • With secure vendors (e.g., e-signature, payment processors) bound by confidentiality.

  • As required by law.

Security

All documents are exchanged through encrypted systems (Microsoft 365 SharePoint, DocuSign, Stripe).

Your Rights

You may request a copy of your data, corrections, or deletion consistent with legal requirements.

Terms of Use

Victor Kwan CPA PLLC – Terms of Use
Effective Date: Oct 15, 2025

This website provides general information only and does not constitute tax, accounting, or legal advice.

Engagements

Services begin only after you sign an engagement letter and pay a retainer.

Intellectual Property

All content (text, graphics, logos) belongs to Victor Kwan CPA PLLC. You may not reuse without permission.

Links

Our website may link to external tools (Microsoft Bookings, SharePoint, Stripe). We are not responsible for their content or security.

Limitation of Liability

Victor Kwan CPA PLLC is not responsible for damages arising from use of this site. Clients should rely only on written advice delivered under an engagement.

Security Practices

Victor Kwan CPA PLLC – Security & Data Protection

Your data security is a top priority.

Our Practices

  • Encrypted storage: All client documents are stored in Microsoft 365 SharePoint, encrypted in transit and at rest.

  • Secure portal: Each client has a private folder with restricted access.

  • Multi-factor authentication (MFA): Required for firm and portal access.

  • E-signatures: Engagement letters and IRS Form 8879 signed securely via DocuSign/HelloSign.

  • Payments: Processed only through PCI-compliant providers.

  • Data retention: Records retained per IRS and Washington State Board of Accountancy requirements.

Contact: information@victorkwancpa.com