Last Updated: [24/02/2026]
Introduction
Kev. E. P. Enterprise, LLC (“Company,” “We,” “Us,” or “Our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard your personal data when you visit our website, complete forms, contact us, or use our tax preparation, insurance, and financial services. This policy applies regardless of where you access our website from and explains your privacy rights and how applicable laws protect you.
1. Purpose of this Privacy Policy
This Privacy Policy is intended to provide clear information about how we collect and process your personal data through your use of our website, including any data you provide when completing contact forms, requesting consultations, scheduling appointments, submitting documentation, or inquiring about tax preparation, insurance products, or financial services. It also outlines your legal rights regarding your personal data.
2. The Data We Collect About You
We may collect, use, store, and process different kinds of personal data, which may include:
Identity Data such as your first name, last name, or similar identifier.
Contact Data such as your email address, telephone number, mailing address, and other communication details.
Service Data such as information related to tax preparation, insurance applications, Medicare inquiries, financial planning services, investment-related inquiries, or other documentation you voluntarily provide.
Communication Data including messages, inquiries, and correspondence submitted through our website, phone, email, or in person.
We only collect information necessary to provide our services efficiently and professionally.
3. How Is Your Personal Data Collected?
We collect data through various methods, including:
Direct interactions. You may provide your identity and contact information by filling out forms, contacting us by phone, email, mail, or in person, or by submitting documentation necessary for tax preparation, insurance coverage, or financial services. This includes information provided through our website contact form.
Website interactions. Information may be collected when you submit online forms, complete CAPTCHA verification, or otherwise interact with our website.
4. How We Use Your Personal Data
We will only use your personal data when permitted by law. Most commonly, we use your personal data in the following circumstances:
Where we need to perform a contract we are about to enter into or have entered into with you.
Where it is necessary for our legitimate business interests and your interests and fundamental rights do not override those interests.
Where we need to comply with legal, regulatory, tax, accounting, or reporting obligations.
Your personal information may be used to provide tax preparation services, insurance services (including health, Medicare, life, and employee benefits), financial and investment-related services, respond to inquiries, schedule appointments, and improve the quality of our services. We do not sell your personal information.
Marketing and Promotional Messages
We may use your Identity and Contact Data to determine what services may be relevant to you, including tax planning updates, insurance enrollment reminders, Medicare information, financial service offerings, or other related services.
You will receive marketing communications from us if you have requested information from us or have an existing client relationship and have not opted out of receiving marketing communications.
Unsubscribe Instructions
You may request that we stop sending you marketing messages at any time by following opt-out instructions included in communications or by contacting us directly.
If you opt out of receiving marketing messages, this will not apply to personal data provided to us as a result of a service engagement, product purchase, insurance enrollment, tax preparation, financial transaction, or other contractual relationship.
5. Data Security
We have implemented appropriate administrative, technical, and physical security measures to protect your personal data from being accidentally lost, accessed without authorization, altered, disclosed, or misused. We maintain professional standards designed to safeguard sensitive tax, insurance, and financial information.
6. Data Retention
We will retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including satisfying legal, accounting, regulatory, tax, or reporting requirements. Certain tax and financial records may be retained for periods required under federal or state law.
7. Your Legal Rights
Under applicable data protection laws, you may have certain rights regarding your personal data. These may include the right to request access to your personal data, request correction of inaccurate information, request erasure of your data, object to processing, request restriction of processing, request transfer of your personal data, and withdraw consent where processing is based on consent.
To exercise any of these rights, you may contact us using the contact information provided below.
8. SMS Consent
If you provide your phone number for SMS communication, your consent will not be shared with third parties for marketing purposes. Phone numbers collected for SMS consent will be used solely for intended service-related communication and will not be sold or disclosed to outside companies for marketing.
9. Changes to This Privacy Policy and Your Duty to Inform Us of Changes
This version was last updated on the date listed above. Previous versions may be obtained by contacting us.
Please keep us informed if your personal information changes during your relationship with us so that we can ensure your records remain accurate and up to date.
10. Contact Details
If you have questions about this Privacy Policy, wish to request access to, correction, or deletion of your personal data, or would like to exercise any of your legal rights, you may contact:
Kev. E. P. Enterprise, LLC
DBA Kevin E Parker Insurance Agency
DBA Kev. E. P. Enterprise Tax Preparation
735 Taylor Rd Ste 205
Columbus, OH 43230
Phone: +1 (614) 367-1054
Email (Tax and Insurance): kevin@kevep.com
Email (Investments Only): KParker@PackerlandBrokerage.com