JP Tax & Accounting LLC
JP Tax & Accounting Trust & Authority

PRIVACY POLICY

Effective Date: May 2026

JP TAX & ACCOUNTING LLC (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, store, and protect information obtained through our website and tax preparation services.

By using our website or services, you consent to the practices described in this Privacy Policy.

1. INFORMATION WE COLLECT

We may collect personal, financial, and tax-related information including but not limited to:

  • Full name
  • Address
  • Phone number
  • Email address
  • Date of birth
  • Social Security Number
  • Driver’s license or government-issued ID
  • Tax documents and financial information
  • Banking information
  • Business information
  • IP address and browser/device information

Information may be collected when:

  • You visit our website
  • Complete forms
  • Upload documents
  • Request services
  • Contact us
  • Use our online portal

2. HOW WE USE YOUR INFORMATION

We may use your information to:

  • Prepare and file tax returns
  • Verify identity
  • Provide customer support
  • Communicate regarding services
  • Process payments
  • Comply with IRS and legal requirements
  • Prevent fraud and identity theft
  • Improve website functionality and user experience

3. CONFIDENTIALITY OF TAXPAYER INFORMATION

JP TAX & ACCOUNTING LLC complies with Internal Revenue Code Sections 7216 and 6713 regarding confidentiality and disclosure of taxpayer information.

Taxpayer information will not be disclosed or used except:

  • As required or permitted by law
  • To prepare and file tax returns
  • To provide requested services
  • With taxpayer consent or authorization

We do not sell taxpayer information to third parties.

4. INFORMATION SHARING

We may share information with trusted third parties only as necessary to provide services, including:

  • IRS and state taxing authorities
  • Tax software providers
  • Electronic filing providers
  • Payment processors
  • Financial institutions
  • Cloud storage and technology providers

All third-party providers are expected to maintain appropriate confidentiality and security protections.

5. DATA SECURITY

We use commercially reasonable administrative, technical, and physical safeguards to protect personal and financial information from unauthorized access, disclosure, misuse, or loss.

However, no internet transmission, email communication, or electronic storage system can be guaranteed 100% secure.

By using our services, you acknowledge and accept these risks.

6. DOCUMENT RETENTION

We may retain tax returns, uploaded documents, communications, and related records in accordance with IRS regulations, legal obligations, and internal record retention policies.

Clients are encouraged to maintain their own copies of all records and filed tax returns.

7. ELECTRONIC COMMUNICATIONS

By providing your email address or phone number, you consent to receive electronic communications from JP TAX & ACCOUNTING LLC, including:

  • Emails
  • Text messages
  • Service notifications
  • Appointment reminders
  • Tax-related communications

Standard messaging and data rates may apply.

8. COOKIES AND WEBSITE TRACKING

Our website may use cookies, analytics tools, and similar technologies to improve website performance and user experience.

Cookies may collect non-personal information such as:

  • Browser type
  • Device information
  • Website usage activity
  • IP address

Users may disable cookies through browser settings; however, some website features may not function properly.

9. THIRD-PARTY LINKS

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices, security, or content of external websites.

Users access third-party websites at their own risk.

10. CHILDREN’S PRIVACY

Our services are not directed toward children under the age of 13. We do not knowingly collect personal information from children without parental consent.

11. FRAUD PREVENTION

We reserve the right to verify identity and request additional documentation to prevent fraud, identity theft, or unauthorized use of taxpayer information.

Services may be denied where suspicious activity is identified.

12. LIMITATION OF LIABILITY

JP TAX & ACCOUNTING LLC shall not be responsible for damages resulting from unauthorized access, hacking, data breaches, or circumstances beyond our reasonable control.

13. CHANGES TO PRIVACY POLICY

We reserve the right to modify or update this Privacy Policy at any time without prior notice.

Updated policies become effective immediately upon posting to this website.

14. GOVERNING LAW

This Privacy Policy shall be governed by and interpreted under the laws of the State of Indiana.

15. CONTACT INFORMATION

JP TAX & ACCOUNTING LLC
Phone: 317-779-7406
Email: JPTAXFILING@YAHOO.COM

16. CONSENT

By using this website or our services, you acknowledge that you have read, understood, and agreed to this Privacy Policy.