Privacy Policy – IKPI Medan Tax Consultancy

Privacy Policy Introduction

At IKPI Medan, the privacy and protection of our clients’ personal information is one of our top priorities. As Your Trusted Partner in Tax Consultancy, we are fully committed to protecting the confidentiality, integrity, and security of all information entrusted to us. This Privacy Policy describes how we collect, use, store, and protect client information. We want to ensure full transparency on our procedures for handling your data at every stage in our relationship, so that you are comfortable with our practices and that we comply fully with all laws and regulations. Whether you are an individual seeking a consultation on your personal taxes, a business requiring assistance with complicated business tax compliance, or a client with an international tax footprint, you can be assured that we hold your information with care and professionalism.

About IKPI Medan

IKPI Medan, an independent entity of professional tax advisers within the United States with offices at 1001 E Santa Clara St Ste 59, San Jose, CA 95116, is committed to fostering the professionalism of tax consultancy services whilst maintaining strong ethical foundations. Dedicated to developing our services and skills, our qualified staff ensure that they remain fully informed on current tax rules and apply them practically to provide solutions for individuals and businesses of all sizes. We have some of the leading experts in: Individual Tax Consultancy; Corporate Tax Compliance; Tax Planning and Strategy; Internationalization; Cross-border Taxation and Tax Disputes. We share knowledge and resources, excelling as a team to benefit client satisfaction as well as professional development within the tax consultancy sector.

This Privacy Policy Applies To

This Privacy Policy governs all customers and visitors to IKPI Medan’s website. This Privacy Policy governs the collection by us, and use, sharing, sale, and safeguarding (collectively the “Use”) of all personal data and sensitive information obtained from, through, or in connection with our website (https://ikpimedan.com/) as well as direct communications with you (in person, via telephone, e-mail, or “snail mail”) or through your use of our professional services. This Policy also outlines your rights as a customer or visitor in connection with your information, as well as how those rights can be exercised. Your engagement of our services, and/or your use of our website, signifies your giving of consent to, and agreement with, all provisions of this Policy.

Information We Collect

IKPI Medan gathers personal and non-personal information to enable us to provide you with our tax consulting services. The various types of information that we may collect are as follows:

Personal Identification Information: This includes your name, address, email, telephone number, date of birth, and government-issued numbers (such as Social Security Number or Tax identification number).
Financial Information: This includes your income information, banking account numbers, information regarding investments, tax returns, employment-related information, and other financial related information that may be required for undertaking tax planning, filings, and/or tax disputes.
Business Information: This includes the name of your company, business address, company type, tax identification numbers, payroll information, and other corporate documentation.
Communication Information: This includes email communications, telephone records, meeting minutes, correspondence, and information submitted through the contact form on our website.
Website Usage Information: IP address, browser type and version, operating system, Internet Service Provider (ISP), device data, access times and durations, and pages that are visited on our website. Such data is collected through the use of cookies or analytic tools.

We collect only such data that is strictly necessary for fulfilling our contractual obligations and legal requirements and providing high-level customized consulting services.

How We Collect Your Information

We collect information in the following ways to support our efforts and assist you in realizing your objectives:

Directly from you at consultations and meetings, or from documents that you provide;
Via our website, when you complete the contact form, schedule a consultation, or subscribe to any of our publications;
Via secure email, phone, or postal mail;
From public records or other third parties (for example, government authorities or financial institutions) only when required, and with your express consent;
Via automated means (for example, cookies and Google Analytics), when you visit our website, to better support you when you are online.

IKPI Medan never collects information from unauthorized or invasive sources. All information collection is consistent with privacy laws and best practices.

Purpose of Information Collection

We use your information only for our business purposes such as:

To provide tax consulting, compliance, planning, and dispute resolution services for your benefit.
To authenticate you and establish eligibility for using our services.
To prepare and file tax returns and reports on your behalf.
To administer client relationships, communications, and scheduling.
To comply with legal requirements and regulations such as anti-money laundering, know-your-customer, and due diligence.
To improve our service offerings and website functionality through aggregate analytic data.
To send notifications of important updates, regulatory alerts, newsletters (with opt-in).

We do not use your information for unrelated marketing or share it with third parties for their own promotional or business purposes.

How We Use and Process Your Information

IKPI Medan will process your data only for the purposes of providing the tax consultancy services and fulfilling our contractual, legal, or regulatory obligations. Such activities include:

Reviewing your tax documents in the context of providing our services, and to ensure that they comply with relevant requirements and are optimised
Interacting directly with you to explain points relevant to the provision of our services, or to provide updates
Providing information to tax authorities, only when strictly permitted by you or required by law
Safekeeping your information in encrypted systems or, where necessary, in secure physical archives
Applying principles of minimisation of data to make sure that only the data strictly necessary is processed

We never process your data for purposes incompatible with those explained above.

Data Security Prevention and Protection

Maintaining data privacy and security is at the core of our operations. IKPI Medan employs stringent security protocols such as:

End to end encryption of all electronic correspondence and document transfers.
Secure access and authentication protocols for internal data systems.
Routine cybersecurity vulnerability audits and assessments.
Physical security for office space and document storage.
Training of staff on data privacy, security awareness, and handling of documents containing confidential information.
Backup protocols to secure data from being deleted in error or as a result of a technical malfunction.

We continually evaluate our security procedures, and update our practice to respond to new threats and changing regulatory requirements.

Confidentiality and Professional Standards

Confidentiality is a cornerstone of professional conduct at IKPI Medan. Staff and consultants operate under strict confidentiality agreements and comply with ethical guidelines to the letter in their handling of client affairs. We uphold:

A zero-tolerance policy for disclosure or misuse of client information.
Separation of client files and restriction of access solely to authorized personnel.
Regular internal protocol review for total compliance with client confidentiality policy.
Immediate investigation and action upon any suspected breach.

You can have confidence your affairs are confidential, and that you are treated with discretion and professional respect in all your tax matters.

Disclosure and Sharing of Information

For example, we may disclose your information:

With your express consent to do so (for example, when we are working with legal or financial advisers, and you have authorized them to act on your behalf).
To other carefully vetted third-party service providers who help support the delivery or servicing of our own services (e.g. secure digital document platforms). All of these service providers are contractually bound to respect our client privacy and confidentiality standards.
When we have to do so by law or by order of a court or legal document (e.g. in response to a subpoena, or in connection with a government agency).
In connection with the merger, acquisition, or reorganization of our business (where your data is being transferred as part of this process). In these cases, you will be notified and have options concerning your data.

All of these types of disclosures are subject to strict adherence to legal parameters and to considerations around safeguarding your privacy.

Cross-border Transfers of Information

While IKPI Medan does business primarily in the United States, data may be stored (or otherwise processed) on secure servers located outside of the United States-for example, when dealing with international taxation matters or cloud-computing services. In these cases, we make sure:

Data is protected by privacy safeguards at least as strong as those required by U.S. law.
All vendors and other partners are part of recognized data protection frameworks, such as the EU-U.S. Data Privacy Framework, where applicable.
You are notified in advance of any significant cross-border transfers, and offered choices about the processing of your data.

Your data will never cross borders without proper safeguards and legal eligibility.

Retention and Deletion of Information

We will only retain personal data and client information as long as necessary to fulfill the purposes for which the data or information was collected; for the purposes of legal, tax, and financial requirements; to comply with our legal duties and contractual obligations; to resolve disputes; and/or to enforce our agreements. We determine the length and duration of personal data and client information retention based upon:

Statutory requirements for retention of tax, financial, business, and other records (usually 7 years unless otherwise required);
The terms of your client engagement with IKPI Medan;
The need to retain records for the purposes of defending ourselves in litigation; and/or
The need to retain records for the purposes of regulatory audit or supervision.

After the expiration of applicable retention periods, we will securely delete your data from all electronic (including physical paper storage) systems. If you would like to request deletion of your information, please let us know at [email protected], and we will process your deletion request in accordance with applicable laws.

Your Information Rights

As a client or visitor to the Site, you have certain rights in relation to your personal data including:

Your right to inspect and request a copy of the information we hold about you.
Your right to request correction or updates of inaccurate or incomplete data.
Your right to request deletion and/or to restrict our processing of your data, subject to legal and contractual requirements.
Your right to object to your data being used for certain purposes, such as direct marketing communications.
Your right to data portability, which means that on your request we will provide you with a copy of your information in structured, commonly-used format.

When exercising these rights, please contact us via [email protected] or tel (408) 399-7563. Any requests received will be actioned in a timely manner, with transparency and without excessive formality.

Children’s Privacy

IKPI Medan is not directed to individuals who are under the age of 18. We do not knowingly collect, use, or disclose personal information from children. If we learn that information has been collected from or about a child without verifiable parental consent, this information will be deleted from our databases. If a parent or guardian becomes aware that his or her child has provided information to us, please contact us at [email protected] and we will take steps to delete such information from our files.

As a Subscriber to IKPI Medan you are agreeing to these terms and conditions.

Cookies, Web Analytics, and Online Tracking

To improve your interaction with our website, cookies and other tracking technologies are used by IKPI Medan. These technologies are used to understand website activity patterns, improve website functionality, and provide tailored content. Our use of these technologies includes:

The use of session and persistent cookies to support navigation, preferences, and authentication.
Analytics through Google Analytics for aggregated understanding of website traffic (no personally identifiable information is provided to analytics vendors).
You can use your browser settings to manage or disable cookies.

Cookies are not used for third party advertising or behavioral remarketing. Please see our Cookie Policy for additional information or contact us for further inquiry.

Third Party Websites and Links

Our Sites may contain links to third party websites, resources, or other providers of goods or services. Please note:

This Privacy Policy does not apply to these external sites or services outside of the control of IKPI Medan.
We do not control and bear no responsibility for the privacy practices or the content of third parties.
Please review the privacy policy of any external site or service that you access through our Sites before you decide whether to provide your personal information.

Your use of third party providers of goods or services in connection with our Sites is solely at your risk and discretion.

Consent and Future Updates to this Privacy Policy

By using IKPI Medan website or by providing IKPI Medan with your information, you agree to the practice described in this Policy. This Policy may change from time to time in response to new technology or changes in law or business practice. When a revision is made that is material, we will notify clients by email and with notifications prominently posted on our website. For that reason, you should review this Privacy Policy periodically as posted.

Contacting IKPI Medan

If you have any questions, comments, or requests regarding this Privacy Policy or our data practices, please feel free to contact us. You can reach us by:

Visiting us in person at 1001 E Santa Clara St Ste 59, San Jose, CA 95116
Calling us at (408) 399-7563
Emailing [email protected]

Our staff is committed to providing you with privacy and prompt, professional solutions for your concerns. We also invite you to book a consultation and discover first-hand the IKPI Medan difference for ethical, safe, and client-centered tax consultancy.

How to Resolve Privacy Issues and Complaints

At IKPI Medan, we understand the importance of privacy and are dedicated to addressing all issues and complaints promptly and fairly. Should you feel that your privacy rights have been infringed upon, or if you have any concerns pertaining to the handling of your information, we ask that you please contact us at once at [email protected] or (408) 399-7563. We will take the time to investigate your complaint and our findings will be documented in a written reply, and if need be, corrective action(s) may be pursued. In the event that you are not satisfied with the outcome, you may also seek assistance from other governmental bodies.

Ongoing Commitment to Privacy Improvement

IKPI Medan performs periodic reviews and assessment of its privacy and security policies to meet any new challenges, technologies, or regulatory requirements. Our commitment to privacy is a part of our organization-wide commitment to professional conduct and customer satisfaction. From constant updates in staff training to investment in secure technology and consultation by industry leaders in the area of privacy, ICT Tax Services takes its role in the preservation and protection of your information seriously. Your trust is our most valuable asset, and we place a premium on going above and beyond in protecting your private information.

Your Trusted Advisors in Legal and Tax Consultancy

As your partner in tax consultancy, IKPI Medan is a trusted provider of reliable, world-class services. When dealing with your affairs, IKPI Medan ensures the necessary discretion and privacy that these sensitive matters demand. Honesty, professionalism, and quality-and that includes how we handle your information-are our cornerstones. When you choose tax consultancy services from IKPI Medan, you can feel secure knowing a top priority is ensuring your information and business remain confidential.

Want to start optimizing your tax obligations? Call IKPI Medan at (408) 399-7563 or send an email to [email protected] to setup a consultation today. We look forward to helping you manage your taxes while making sure privacy and confidentiality are never a concern.