Privacy Policy - JP Tax Service & Accounting

Privacy Policy

Your privacy is important to us

Last Updated: January 20, 2025

1. Introduction

JP Tax Service & Accounting ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

By using our website or services, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.

2. Information We Collect

Personal Information

We may collect the following types of personal information:

  • Name, email address, phone number, and mailing address
  • Social Security Number and Tax Identification Numbers (for tax preparation services)
  • Financial information including income, expenses, and tax-related documents
  • Business information including entity structure and financial records
  • Banking and payment information
  • Any other information you provide to us directly

Automatically Collected Information

When you visit our website, we may automatically collect:

  • IP address and browser type
  • Device information and operating system
  • Pages visited and time spent on our site
  • Referring website addresses
  • Cookies and similar tracking technologies

3. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide tax preparation, planning, and accounting services
  • To communicate with you about our services and your account
  • To process payments and maintain financial records
  • To comply with legal and regulatory requirements
  • To improve our website and services
  • To send you marketing communications (with your consent)
  • To protect against fraud and unauthorized activities
  • To respond to your inquiries and provide customer support

Important: We will never sell your personal information to third parties for marketing purposes.

4. Information Sharing and Disclosure

We may share your information in the following circumstances:

With Your Consent

We may share your information when you have given us explicit permission to do so.

Service Providers

We may share information with trusted third-party service providers who assist us in operating our business, such as:

  • Tax software providers
  • Payment processors
  • Cloud storage services
  • Email and communication platforms

Legal Requirements

We may disclose your information when required by law, court order, or government regulation, or to protect our rights and safety.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

  • Encryption of sensitive data both in transit and at rest
  • Secure servers and firewalls
  • Regular security assessments and updates
  • Restricted access to personal information on a need-to-know basis
  • Employee training on data protection and confidentiality

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Tax-related documents and information are retained in accordance with IRS regulations and professional standards, typically for a minimum of seven years after the last service date.

7. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access: Request access to the personal information we hold about you
  • Correction: Request correction of inaccurate or incomplete information
  • Deletion: Request deletion of your personal information (subject to legal retention requirements)
  • Restriction: Request restriction of processing of your information
  • Portability: Request transfer of your information to another service provider
  • Objection: Object to processing of your information for certain purposes
  • Withdraw Consent: Withdraw consent for marketing communications at any time

To exercise these rights, please contact us using the information provided at the end of this policy.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to improve your experience on our website. Cookies are small data files stored on your device that help us:

  • Remember your preferences and settings
  • Understand how you use our website
  • Improve website functionality and performance
  • Provide personalized content and recommendations

You can control cookies through your browser settings. However, disabling cookies may affect your ability to use certain features of our website.

9. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by:

  • Posting the updated policy on our website
  • Updating the "Last Updated" date at the top of this policy
  • Sending you an email notification (for significant changes)

Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

11. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

JP Tax Service & Accounting

Address: 18975 Villaview Rd #2d, Cleveland, OH 44119

Phone: (216) 334-5278

Email: taxprep@jptaxservice.com

We will respond to your inquiry within a reasonable timeframe.