JM Accounting Inc. ("JM Accounting," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website jm-tax.com (the "Site") or engage our professional services.
1.Information We Collect
We collect information that is necessary to provide professional tax, accounting, and bookkeeping services. The categories of information we may collect include:
Information You Provide Directly
- Name, mailing address, email address, and telephone number
- Social Security Number or Individual Taxpayer Identification Number
- Employer Identification Number, business name, and entity type
- Financial information including income, expenses, deductions, bank account details, and investment records
- Tax documents (such as W-2s, 1099s, K-1s, and prior-year returns)
- Information about dependents, spouses, or business partners as relevant to your engagement
Information Collected Automatically
- IP address, browser type, device identifiers, and operating system
- Pages visited, time spent on the Site, and referring URLs
- Cookies and similar tracking technologies (see Section 5)
2.How We Use Your Information
Your information is used solely for legitimate business purposes, including:
- Preparing and filing federal, state, and local tax returns
- Providing bookkeeping, payroll, and accounting services
- Communicating about your engagement and responding to inquiries
- Issuing invoices and processing payments
- Complying with applicable legal, regulatory, and professional obligations
- Improving the security and functionality of our Site
3.How We Share Your Information
JM Accounting Inc. does not sell, rent, or trade your personal information. We may share information only in the following limited circumstances:
- With Your Consent: When you authorize us to share information with specific third parties, such as banks, lenders, or attorneys, in connection with services we provide.
- With Government Authorities: When required to file returns or respond to lawful requests from the Internal Revenue Service, state tax agencies, or other regulatory bodies.
- With Service Providers: With trusted third-party vendors (such as secure software providers, e-file transmitters, and payment processors) who assist us in delivering services and are contractually obligated to maintain confidentiality.
- To Comply with Law: When required by subpoena, court order, or other legal process.
In accordance with Internal Revenue Code Section 7216, we will not disclose your tax return information to any third party for purposes other than tax return preparation without your prior written consent.
4.Data Security
JM Accounting Inc. implements reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction. These safeguards include secure file storage, encrypted electronic transmission, restricted access to client records, and ongoing employee training. While we strive to protect your information, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
5.Cookies and Tracking Technologies
Our Site may use cookies and similar technologies to enhance user experience, analyze Site traffic, and remember user preferences. You may set your browser to refuse cookies or to alert you when cookies are being sent. Some features of the Site may not function properly if cookies are disabled.
6.Retention of Information
We retain client records for as long as necessary to fulfill the purposes outlined in this Privacy Policy and to comply with our legal, professional, and regulatory obligations. Tax records are generally retained for a minimum of seven (7) years, consistent with IRS guidance and applicable California law.
7.Your Rights Under California Law
California Consumer Privacy Act (CCPA) Notice
If you are a California resident, you have certain rights regarding your personal information under the California Consumer Privacy Act (as amended by the CPRA), including:
- The right to know what personal information we collect, use, and disclose
- The right to request deletion of your personal information, subject to legal retention requirements
- The right to correct inaccurate personal information
- The right to opt out of the sale or sharing of personal information (we do not sell personal information)
- The right to non-discrimination for exercising any of these rights
To exercise any of these rights, please contact us using the information at the end of this Policy. We will verify your identity before fulfilling your request, as required by law.
8.Children's Privacy
This Site is not directed to children under the age of 13, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected information from a child, we will promptly delete it.
9.Third-Party Links
Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of any third-party sites. We encourage you to review the privacy policies of any external sites you visit.
10.Changes to This Privacy Policy
JM Accounting Inc. may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. The effective date at the top of this page will indicate when the policy was last revised. We encourage you to review this Policy periodically.
11.Contact Us
If you have any questions about this Privacy Policy or how your information is handled, or if you wish to exercise any of your privacy rights, please contact us:
Irvine, CA 92618
Telephone: (626) 656-6157
Email: Service@jm-tax.com