This Privacy Policy applies to information collected through:

• Our website
• Contact and application forms
• Consultation scheduling
• Email, telephone, and text communications
• Payment and electronic-signature systems
• Secure client portals
• Tax preparation and advisory engagements
• Virtual or in-person meetings
• Other interactions with JP Tax Service & Accounting

Third-party websites and platforms may have their own privacy policies.

Depending on how you interact with us, we may collect the following categories of information.

Contact Information

• Name
• Email address
• Telephone number
• Mailing address
• Business name
• Preferred method of communication

Application & Business Information

• Business type and industry
• Years in business
• Approximate revenue or income range
• Number and type of business entities
• General tax concerns
• Tax-debt status
• Payroll or compensation information
• Current professional-advisor relationships
• Service interests, scheduling availability
• Responses submitted through our application or questionnaire

Client & Tax Information

After a client relationship has been established, we may collect information necessary to perform the agreed services, including:

• Tax returns and tax documents
• Financial statements
• Income and expense records
• Taxpayer identification information
• Government correspondence
• Payroll records and entity documents
• Banking or payment information
• Information about dependents or household members
• Other information relevant to the engagement

Transaction Information

• Purchases and payment status
• Billing address and payment-plan information
• Transaction dates and limited payment-method details

JP Tax Service & Accounting generally does not directly store complete payment-card numbers when payments are processed by a third-party payment provider.

Communications

• Emails and contact-form messages
• Consultation notes and client-service communications
• Support requests and call notes
• Meeting recordings or transcripts, when notice or consent is provided
• Marketing preferences

Website & Technical Information

• IP address, browser and device type, operating system
• Pages viewed, referring website, date and time of access
• Approximate location
• Cookie or analytics identifiers
• Interactions with website pages or emails

When sensitive documents are required, we will provide instructions for submitting them through our designated secure document-exchange system.

We may use information to:

• Respond to questions and consultation requests
• Review applications and determine service fit
• Recommend an appropriate service level
• Schedule appointments and process payments
• Provide tax preparation, tax strategy, advisory, and related services
• Prepare projections and recommendations
• Communicate about an engagement
• Coordinate with authorized professional advisors
• Maintain records and meet professional obligations
• Improve our website, services, and client experience
• Detect, prevent, and respond to fraud or security incidents
• Comply with tax, accounting, legal, regulatory, and recordkeeping requirements
• Send newsletters, educational information, and promotional messages when permitted
• Enforce our agreements and protect our legal rights

We do not use taxpayer information for an unrelated purpose when separate consent is required by law.

We may disclose information to the following categories of recipients when reasonably necessary.

Service Providers

We may use service providers for website hosting, contact forms, email marketing, scheduling, video meetings, electronic signatures, secure document exchange, payment processing, tax and accounting software, cloud storage, information security, and administrative support. These providers receive only the information necessary to perform their services.

Professional Advisors

At your direction or with your authorization, we may share relevant information with your attorney, accountant, bookkeeper, payroll provider, financial advisor, insurance professional, or another advisor.

Government & Legal Disclosures

We may disclose information when reasonably necessary to comply with a subpoena, court order, tax authority request, or other legal obligation; respond to a lawful government inquiry; protect the rights, safety, or property of JP Tax Service & Accounting, our clients, or others; investigate suspected fraud; or establish, exercise, or defend a legal claim.

Business Transactions

If the business is reorganized, sold, merged, or transferred, information may be disclosed as part of that transaction, subject to appropriate confidentiality and legal protections.

We recognize that taxpayer information is highly sensitive. Tax return information will be used and disclosed only to provide authorized services or as otherwise permitted or required by law. When the law requires separate written consent for a particular use or disclosure, we will request that consent separately.

We do not condition tax return preparation services on consent to an unrelated use of tax return information where doing so is prohibited.

JP Tax Service & Accounting does not sell personal information for money.

We may use website analytics, advertising, email, or similar technology providers. Depending on how a state defines "sale," "sharing," or targeted advertising, certain digital advertising activities may be treated differently under applicable law. You may contact us to request information about the advertising technologies we use or to submit an applicable opt-out request.

If you subscribe to our mailing list, request information, or otherwise provide valid marketing consent, we may send educational and promotional emails. You may unsubscribe at any time by clicking the unsubscribe link in a marketing email.

Unsubscribing from marketing does not prevent us from sending necessary service, transaction, appointment, payment, security, or client-engagement communications.

If we offer promotional text messages, we will request the consent required for those messages. Consent to receive marketing messages is not a condition of purchasing services. Message frequency may vary, and standard message and data rates may apply.

Our website may use cookies and similar technologies to operate website features, remember preferences, measure website performance, understand visitor behavior, improve marketing, and detect security problems.

You can adjust your browser settings to block or delete cookies. Some website features may not function properly when cookies are disabled.

We use administrative, technical, and physical safeguards designed to protect personal and customer information based on the nature of the information and our operations. These safeguards may include access controls, secure document-exchange methods, authentication measures, staff procedures, service-provider reviews, backups, security monitoring, and incident-response procedures.

No website, email system, storage system, or internet transmission can be guaranteed to be completely secure. Therefore, we cannot promise absolute security.

If we discover a data-security incident, we will investigate it and provide notices to affected individuals, government agencies, or others when required by applicable law.

We retain information for as long as reasonably necessary to provide services, maintain tax and business records, comply with professional and legal obligations, resolve disputes, enforce agreements, and protect against fraud.

Retention periods vary based on the type of information and the reason it was collected. When information is no longer reasonably required, we may securely delete, destroy, or de-identify it, subject to applicable legal and professional requirements.

Depending on where you live and the law that applies, you may have the right to request that we:

• Confirm whether we hold personal information about you
• Provide access to certain personal information
• Correct inaccurate information
• Delete certain information
• Limit or object to certain uses
• Explain the categories of information we collect or disclose
• Honor an applicable advertising or marketing opt-out

These rights are not absolute. We may retain or withhold information when permitted or required for tax, legal, security, recordkeeping, contractual, or professional reasons.

To submit a request, email janine@jptaxservice.com with the subject line "Privacy Request." We may need to verify your identity before completing a request. We will not discriminate against you for exercising an applicable privacy right.

Our website may link to or use third-party services, such as application forms, scheduling tools, payment processors, electronic-signature platforms, secure portals, videoconferencing systems, and social-media websites.

We do not control the privacy or security practices of independent third parties. You should review their policies before submitting information.

Our website and services are intended for adults and business owners. They are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through our website.

Information about dependents may be collected from a parent, guardian, or authorized taxpayer when necessary to provide tax services.

If you provide information about a spouse, dependent, employee, business partner, or another person, you represent that you are authorized to provide that information for the intended purpose.

Do not provide another person's sensitive information unless it is necessary for an authorized engagement and is submitted through the method we designate.

We will provide notice or request consent before recording a private consultation when required.

We will not publicly use a client's name, identifiable story, testimonial, image, financial information, or tax results without appropriate permission.

Testimonials and client stories reflect individual experiences. They do not guarantee that another client will receive the same result.

We may update this Privacy Policy periodically to reflect changes in our practices, technology, services, or legal obligations. The updated policy will be posted with a revised "Last Updated" date. Material changes may also be communicated by another reasonable method when appropriate.

Questions, concerns, and privacy requests may be directed to: