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Privacy Policy

Effective Date: June 22nd, 2026

INTRODUCTION

 Khalaf Consulting LLC ("we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website (the "Site") or engage with our tax, accounting, and wealth strategy services. We operate out of Edmonds, Washington, and comply with applicable state and federal data protection laws.

Information We Collect

We collect information that you voluntarily provide to us, as well as data automatically collected when you interact with our Site:
 

  • Personal Information: When you subscribe to our newsletter, request a consultation, or use our "Book Now" features, we may collect your name, email address, phone number, and brief details regarding your financial or real estate inquiries.​

  • Usage and Analytics Data: Our Site uses tools like Google Analytics (GA4) and website platform analytics (e.g., Wix or Squarespace) to automatically collect data regarding your browsing behavior, IP address, device type, and page interactions.

How We Use Your Information 

  • Provide, operate, and maintain our Site and booking functionalities.

  • Communicate with you, including responding to inquiries, confirming appointments, and sending requested newsletters or tax insights.

  • Seamlessly integrate your intake information into our secure practice management software (Canopy) and accounting workflows (QuickBooks Online) to deliver our services.

  • Analyze site traffic and user engagement to improve our digital presence and user experience.

Information Sharing and Disclosure We do not sell, rent, or trade your personal information to third parties

We only share your information with trusted third-party service providers who assist us in operating our business and website. These include:

  • Our secure CRM and practice management portals (Wix).

  • Website hosting and analytics providers (Wix, Squarespace, Google Analytics). These providers are bound by strict confidentiality agreements and are permitted to use your information only to the extent necessary to provide services to us.

Data Security

As a firm managing high-level financial and legacy planning, we take data security seriously. We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Choices and Rights

  • Communications: You may opt out of receiving our newsletter or marketing emails at any time by clicking the "unsubscribe" link included in those communications.

  • Washington State Residents: Depending on your jurisdiction, you may have specific rights regarding your personal data, including the right to request access to or deletion of the personal information we hold about you.

CONTACT US

If you have any questions about this Privacy Policy or how we handle your data, please contact us at:

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