PRIVACY POLICY

We value your privacy. This Privacy Policy outlines how we collect, use, and protect your personal information when you interact with our website or engage our services.

1. Information We Collect

We may collect personally identifiable information (PII) including your name, email address, phone number, mailing address, and limited financial or business information you voluntarily provide through forms, consultations, or document uploads.

2. How We Use Your Information

Your information is used to:

Respond to inquiries or service requests
Establish and maintain client relationships
Fulfill regulatory obligations under CPA licensure
Improve website functionality and user experience
Deliver services such as tax preparation, financial planning, and advisory engagements

We do not sell or share your personal information for marketing purposes.

3. Cookies & Analytics

Our website may use cookies and third-party analytics tools (e.g., Google Analytics) to track anonymous usage data such as IP address, browser type, pages visited, and time spent. This data helps us monitor traffic and improve our online experience. You can disable cookies in your browser settings.

4. Data Security

We implement industry-standard safeguards to protect your information, including SSL encryption, password-protected systems, and access control. While no method is 100% secure, we are committed to protecting your data against unauthorized access, disclosure, or misuse.

5. Information Sharing

We only share your information with third parties under the following conditions:

To affiliated service providers engaged in delivering our services (e.g., secure document storage platforms, RIA partners)
As required by law, subpoena, or legal process
With your express written consent for referrals or joint work with attorneys, wealth advisors, or foreign professionals

We do not sell your data to advertisers or data brokers.

6. Data Retention

We retain client data for as long as required to comply with regulatory and professional standards (typically 7 years), or as needed to deliver services. After this period, data may be archived or securely deleted.

7. Your Rights

You have the right to:

Request access to the personal information we hold about you
Request corrections or updates to your information
Withdraw consent (where applicable)
Request deletion of non-essential data, subject to professional and legal retention requirements

Requests can be made by contacting us at admin@jonesglobalcpa.com.

8. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Updates will be posted with a new effective date at the top. Continued use of our site or services after changes constitutes your acceptance of the revised terms.