Privacy Policy
JAF CPA LLC values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our website and services.
A. Information We Collect
We collect personal information only when voluntarily provided by you or obtained with your authorization. This information is used to provide accounting, tax, financial planning, and other professional services. Examples of sources from which we collect information include:
- Interviews and phone calls with you,
- Emails and letters from you,
- Tax return or financial planning organizers,
- Financial history questionnaires.
B. Use of Personal Information
We use your personal information to:
- Provide accounting, tax, and financial services,
- Process transactions and communicate with you,
- Improve our services and customer experience,
- Comply with legal and regulatory requirements.
C. Disclosure of Personal Information
Generally, we do not disclose personal information about our clients or former clients to third parties. However, we may share information in the following circumstances:
- Legal Compliance: To comply with subpoenas, court orders, or legal obligations.
- Regulatory Review: During a review by licensing boards or regulatory bodies.
- Business Transactions: In the event of a sale, merger, or acquisition of the firm, if confidentiality agreements are in place.
- Legal Proceedings: When necessary to defend or pursue legal actions.
D. Confidentiality and Security Measures
We restrict access to nonpublic personal information to employees and authorized third parties who require it to provide services. To protect your data, we implement:
- Physical safeguards (secure office premises and document storage),
- Electronic safeguards (firewalls, encryption, and secure servers),
- Procedural safeguards (internal policies and confidentiality agreements).
E. Cookies and Tracking Technologies
Our website may use cookies to enhance user experience. Cookies help us recognize returning visitors and streamline interactions. You can modify your browser settings to decline cookies, but this may affect the website’s functionality.
F. Your Rights
You have the right to:
- Request access to the personal data we hold about you,
- Correct inaccuracies in your data,
- Request that we stop using your information for direct marketing purposes.
To exercise these rights, please contact us at admin@jafcpallc.com.
G. Changes to This Policy
JAF CPA LLC reserves the right to modify this Privacy Policy at any time. Any changes will be posted on our website with an updated effective date.
JAF CPA LLC values your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you interact with our website and services.
A. Information We Collect
We collect personal information only when voluntarily provided by you or obtained with your authorization. This information is used to provide accounting, tax, financial planning, and other professional services. Examples of sources from which we collect information include:
- Interviews and phone calls with you,
- Emails and letters from you,
- Tax return or financial planning organizers,
- Financial history questionnaires.
B. Use of Personal Information
We use your personal information to:
- Provide accounting, tax, and financial services,
- Process transactions and communicate with you,
- Improve our services and customer experience,
- Comply with legal and regulatory requirements.
C. Disclosure of Personal Information
Generally, we do not disclose personal information about our clients or former clients to third parties. However, we may share information in the following circumstances:
- Legal Compliance: To comply with subpoenas, court orders, or legal obligations.
- Regulatory Review: During a review by licensing boards or regulatory bodies.
- Business Transactions: In the event of a sale, merger, or acquisition of the firm, if confidentiality agreements are in place.
- Legal Proceedings: When necessary to defend or pursue legal actions.
D. Confidentiality and Security Measures
We restrict access to nonpublic personal information to employees and authorized third parties who require it to provide services. To protect your data, we implement:
- Physical safeguards (secure office premises and document storage),
- Electronic safeguards (firewalls, encryption, and secure servers),
- Procedural safeguards (internal policies and confidentiality agreements).
E. Cookies and Tracking Technologies
Our website may use cookies to enhance user experience. Cookies help us recognize returning visitors and streamline interactions. You can modify your browser settings to decline cookies, but this may affect the website’s functionality.
F. Your Rights
You have the right to:
- Request access to the personal data we hold about you,
- Correct inaccuracies in your data,
- Request that we stop using your information for direct marketing purposes.
To exercise these rights, please contact us at admin@jafcpallc.com.
G. Changes to This Policy
JAF CPA LLC reserves the right to modify this Privacy Policy at any time. Any changes will be posted on our website with an updated effective date.