Consumer Privacy Notice

This notice describes the categories of personal information ("PI") collected by Kemper CPA Group LLP ("Company") and the purposes for which Consumer PI may be used. We are providing this notice to you in accordance with California Civil Code Sec. 1798.100(b).

Categories of Personal Information Collected

• Identifiers. Examples include real name, alias, address, Internet Protocol address, email address, social security number, or other similar identifiers.
• Other elements. Examples include name, signature, address, telephone number, marital status, employment, or bank account number.
• Characteristics of protected classifications under federal or state law. Examples include date of birth.
• Internet or other electronic network activity. Examples include information regarding a consumer's interaction with the Company's internet websites and email newsletters.
• Personal Financial Information. Examples include bank account statements, brokerage account statements, earnings records, tax documents, etc.
• Records of Personal Property
• Professional or Employment-Related Information

Purposes Personal Information is Used

• To provide you with information, products, or services that you request from us.
• To fulfill or meet the reason for which the information is provided. For example: if you prefer your tax refund to be electronically deposited, we will collect your bank information; or if we prepare your tax return, we will collect names and identifiers of spouses and/or dependents that must be included on the tax return.
• To contact you and/or provide you with email alerts, event registrations, and other notices concerning our products or services, or events or news, that may be of interest to you.
• To engage in marketing activities, including to help design products and services appropriate for our clients.
• To communicate with you on social media concerning our products and services.
• To carry out our obligations and enforce our rights including those arising from any contracts entered into between you and us, including for billing, payment, and collections.
• To review, improve, and monitor our website, applications, online services, and overall client experience, including to provide customization to meet the specific needs, ensure a consistent experience, and to assess trends, interests, and the demands of clients.
• To provide client service and engage in quality control activities concerning our products and services.
• To respond to law enforcement requests and as required by applicable law, court order, governmental regulations, or other lawful processes.
• As described to you when collecting your personal information or as otherwise set forth in the CCPA.
• To process applications for employment, as well as to evaluate and improve our recruiting efforts.
• As necessary or appropriate to protect the rights, property, security, and safety of us, our employees, our consumers, our information systems, and the public.
• To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred.

The Company may add to the categories of PI it collects and the purposes it uses PI. In that case, the Company will inform you.

The firm has established retention policies that specify the length of time records must be retained. In accordance with these retention policies, client information collected is generally kept for 7 years. Federal law, state law, or software application specifications may at times provide some exception to the firm’s record retention policies. Contact us if you have specific questions about record retention.

If you have questions about the Company's privacy policies and procedures, rights you may have concerning your personal information, or to access this notice in another format, you may call (866) 900-4236 or go to https://www.kempercpa.com/privacy.