Privacy Policy
Last updated November 6, 2026
This policy explains how this website collects and uses contact-form information and website activity, including Google Analytics 4 and the Meta Pixel. Send tax documents through the Canopy client portal, not the contact form or regular email.
About this policy
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide. This policy describes information collected through www.kalishpa.com. Client engagement terms and professional confidentiality obligations also apply to information provided for accounting and tax work.
Contact form
When you submit our contact form, we receive the information you enter, such as your name, email address, phone number and message. We use it to respond to your request. Form messages are delivered to our office email. Squarespace and our email providers process form information to deliver and manage messages. Storage depends on the form connections and settings in use.
Please do not send tax documents, Social Security numbers, bank information or other sensitive financial details through this form or regular email. Use the firm's Canopy client portal for tax documents. The portal has its own privacy information.
Google Analytics 4
We use Google Analytics 4 to understand website use, including pages visited, referral sources, device/browser information and general location. We also measure actions such as phone-link clicks and contact-form submissions. Google processes online identifiers and usage information under its policies. Analytics reports help us assess website activity; they are not a substitute for contacting the firm.
Learn how Google uses information from partner sites at https://policies.google.com/technologies/partner-sites. Google's Analytics opt-out browser add-on is available at https://tools.google.com/dlpage/gaoptout. Its availability and coverage depend on your browser and device.
Meta (Facebook and Instagram) Pixel
We use the Meta Pixel to measure website visits and actions, assess advertising results and create audiences for advertising or retargeting, including showing ads to people who previously visited the site. The Pixel can send Meta information such as pages viewed, browser/device information, online identifiers and interactions such as contact-form completion or phone-link clicks. This does not mean we intentionally send the contents of your tax documents or contact message through the Pixel.
Meta may associate this activity with your Facebook or Instagram account and use it under its own policies. Read https://www.facebook.com/privacy/policy. Manage available advertising preferences in Facebook or Instagram Accounts Center under Ad preferences, or visit https://www.facebook.com/adpreferences. Choices available to you may depend on your location, account and Meta's current settings. Changing ad preferences does not necessarily stop all collection of website activity.
Cookies and your choices
Squarespace, Google and Meta may use cookies or similar technologies to operate the website, analyze use and support advertising. You can block or delete cookies in your browser, use tracking-protection features or extensions, and adjust Google and Meta preferences. Some site features may work differently when cookies or scripts are blocked. If the site presents a cookie-choice tool, you can also use the choices it offers. We do not promise that every browser preference will stop every type of tracking.
Providers and disclosure
Information is processed by providers involved in running the website, communications, analytics and advertising, including Squarespace, Google and Meta. Their policies govern their own processing. We may also disclose information where required by law. Advertising-related disclosures can have different legal classifications depending on applicable law; this policy makes no blanket promise that all data use is exempt from privacy requirements.
Security and retention
No website, email or electronic storage method is completely secure. Avoid entering sensitive tax or financial information on this website. Records may need to be retained for professional, operational or legal reasons. Contact us about the information you have submitted or a request to update or remove it; the response will depend on the information and applicable obligations.
Other websites
Links to tax agencies, the client portal and other sites lead to services with their own privacy practices. Review their policies before providing information.
Contact and updates
Questions about this policy: Kalish & Associates, P.A., 11438 Cronridge Dr, Ste K, Owings Mills, MD 21117; (410) 654-5770; info@kalishpa.com. Do not include sensitive tax information in an email inquiry. We may revise this policy as the site or applicable requirements change.
Frequently asked questions
How are contact-form messages used?
We use the information entered in the contact form to respond to your request. Form messages are delivered to our office email.
How should I send tax documents?
Use the Canopy client portal for tax documents, not the website contact form or regular email.