Privacy Policy, Refund Policy & Terms and Conditions

Privacy Policy for KDP Financial Group

Effective Date: July 24, 2025

KDP Financial Group (“we,” “our,” or “us”) values your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website or use our services, including tax preparation, bookkeeping, business formation, payroll, registered agent services, and other financial solutions.

1. Information We Collect

• Personal information (name, contact info, SSN, EIN)
• Business information (formation docs, financial data, payroll records)
• Payment information (via third-party processors like Stripe or Square)
• Website usage data (via cookies and analytics tools)

2. How We Use Your Information

• To provide and improve services
• To process payments and fulfill service agreements
• To communicate updates or promotions
• To comply with legal and regulatory obligations

3. Sharing Your Information

We do not sell your personal information. We may share data with:

• Authorized third-party service providers (e.g., accounting software, banks)
• Legal authorities, as required by law
• Internal staff and contractors under confidentiality agreements

4. Security

We use encryption, secure client portals (SuiteDash), and internal access controls to protect your data.

5. Your Rights

You may request access, correction, or deletion of your data. Contact us at info@kdpfinancialservices.com.

6. SMS Communication & Consent

If you provide your mobile number and opt-in to receive SMS communications from KDP Financial Group, you consent to receive informational, conversational, promotional, and service-related messages regarding appointments, tax updates, business services, and account activity.

By opting in, you agree to the following:

• Message frequency may vary
  
• Message and data rates may apply
   
• You may opt out at any time by replying STOP
   
• You may request support by replying HELP
   
• Your mobile number and opt-in consent will not be shared with third parties or affiliates
   

You can view this Privacy Policy and our Terms & Conditions at:
https://kdpfinancialgroup.com/privacy-policy%2Fterms

Terms & Conditions

Last Updated:  June 26, 2025

Welcome to KDP Financial Group. By using our website or services, you agree to the following terms and conditions:

1. Services Offered

We provide tax preparation, business consulting, bookkeeping, CFO advisory, and related services. These may be offered as one-time services or subscription-based packages.

2. Client Responsibilities

• Provide accurate and timely information
• Respond to communication in a timely manner
• Review and sign documents as needed
• Maintain access to portals (SuiteDash, email, etc.)

3. Payment Terms

All service fees must be paid in full before final delivery unless otherwise stated in a signed agreement or proposal. Subscriptions auto-renew unless canceled before the next billing cycle.

4. Disclaimers

Our financial strategies and tax advice are based on the information provided by the client and current laws. We are not liable for penalties due to client errors or omissions.

5. Governing Law

These Terms are governed by the laws of the State of North Carolina.

6. Contact

Email: info@kdpfinancialservices.com

Phone: 910-704-3253

Refund Policy

Effective Date: June 26, 2025

KDP Financial Group values your satisfaction. Please review our refund policy before purchasing services.

1. Tax Services & Business Consulting

All tax and consulting services are non-refundable once service has begun or documents have been prepared. If you are unsatisfied, we encourage you to contact us for resolution.

2. Subscription Services (Bookkeeping, Payroll, Registered Agent)

Subscriptions may be canceled at any time, but refunds are not issued for partial months or past payments. If a billing error occurs, we will review and resolve promptly.

3. Digital Products

All sales of digital products (e.g., contracts, templates, resources) are final due to their downloadable nature.

4. Disputes

We’re committed to resolving any service disputes professionally. Please email info@kdpfinancialservices.com with your concerns.