top of page

Privacy Policy for JA Tax Professionals

1. Introduction

At JA Tax Professionals, we are committed to safeguarding the privacy and confidentiality of our clients' personal information. This Privacy Policy outlines our practices regarding the collection, use, and protection of your information when you visit our website or utilize our tax preparation services.

2. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, address, email address, phone number, Social Security number, date of birth, and financial information such as income details, deductions, and tax return data.

  • Technical Information: IP address, browser type, operating system, and browsing behavior on our website.

3. How We Use Your Information

The information we collect is used to:

  • Provide and manage our tax preparation and consulting services.

  • Communicate with you regarding your tax matters.

  • Enhance and personalize your experience on our website.

  • Comply with legal and regulatory requirements.

4. Information Sharing and Disclosure

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. This may include disclosures to:

  • Government authorities in response to lawful requests, including to meet national security or law enforcement requirements.

  • Third-party service providers who assist us in delivering our services, provided they adhere to confidentiality agreements and privacy standards.

5. Data Security

We implement appropriate administrative, technical, and physical safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is entirely secure.

6. Retention of Information

We retain personal information only as long as necessary to fulfill the purposes for which it was collected or to comply with legal and regulatory requirements. When information is no longer needed, we take steps to securely dispose of it.

TaxAct.com

7. Your Rights

You have the right to:

  • Access and review your personal information.

  • Request corrections to any inaccuracies.

  • Opt-out of certain data collection and sharing practices, subject to legal and contractual obligations.

8. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience and analyze site usage. You can manage your cookie preferences through your browser settings.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The effective date of the current policy is February 3, 2025.

10. Contact Us

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

Consent

By using our services or accessing our website, you consent to the terms outlined in this Privacy Policy.

Note: This template is provided for informational purposes and should be customized to reflect your specific practices and legal requirements. It is advisable to consult with a legal professional to ensure compliance with applicable laws and regulations.

For further guidance on creating a Privacy Policy tailored to tax preparers, you may refer to resources such as the IRS's recommendations on safeguarding taxpayer data.

irs.gov

Sources

 J & A Tax Professionals, https://www.jataxprofessionals.com/,  J & A Tax Professionals, https://www.jataxprofessionals.com/, 

 J & A Tax Professionals, https://www.jataxprofessionals.com/,  J & A Tax Professionals, https://www.jataxprofessionals.com/, 

 J & A Tax Professionals, https://www.jataxprofessionals.com/,  J & A Tax Professionals, https://www.jataxprofessionals.com/, 

All information provided is protected and strictly confidential for the purposes of filing your tax return for the 2024 tax season with J & A Tax Professionals. None of the information will be shared or sold to a third-party vendor. You have a right to request that we remove your information from our contact list. For more information about our company, visit us at www.jataxprofessionals.com. Be careful when sending important legal documentation online to companies you do not know. Be sure and do a full investigation on the company before lending them your information online. When in doubt, don't send your information to avoid being scammed. All tax filers or ERO (Electronic Return Originator) should have a PTIN, EIN, and EFIN in order to file taxes in the United States. For questions about our accrediation information, give us a call to verify our company and legal rights to file your return. 

2024 All rights reserved.

bottom of page