Privacy Policy

Effective Date: October 28, 2026

1. Introduction

JR Tax Preparation Services (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, contact us, or use our tax preparation services.

By using our website or services, you acknowledge this Privacy Policy.

2. Information We Collect

We may collect the following categories of information, depending on the services you request:

Personal Information

• Full name

• Email address

• Telephone number

• Mailing address

• Other contact information you voluntarily provide

Tax and Financial Information

• Income and employment information

• Tax identification information, including Social Security numbers where required

• Information relating to dependents

• Bank account information provided for authorized tax-related purposes

• Tax forms, receipts, expense records, and supporting documentation

• Other information necessary to prepare or support your tax return

Website and Technical Information

When you visit our website, certain information may be collected automatically, such as your IP address, browser type, device information, pages visited, and general website usage data. Cookies or similar technologies may be used where applicable.

3. How We Use Your Information

We may use your information to:

• Provide tax preparation and related services you request.

• Prepare, review, and facilitate the filing of tax returns when authorized.

• Communicate with you about your documents, appointments, and services.

• Respond to inquiries and provide customer support.

• Process payments and maintain business records.

• Comply with applicable legal, tax, accounting, and regulatory obligations.

• Protect our website, prevent fraud, and maintain service security.

• Improve our website and services where permitted by law.

We will not use your tax information for unrelated purposes unless permitted by applicable law or with your appropriate consent.

4. How We Share Information

We do not sell your personal or tax information.

We may disclose information when reasonably necessary to provide requested services, including to:

• Tax preparation software providers and secure technology service providers.

• Electronic filing services or tax authorities when filing is authorized or legally required.

• Payment processors, professional advisers, and service providers supporting our business.

• Government agencies, courts, or law enforcement when required by law.

Where applicable, we will obtain required consent before disclosing tax return information to third parties, consistent with applicable law, including Internal Revenue Code Section 7216 and related regulations.

We do not authorize service providers to use your information for their own unrelated marketing purposes.

5. Protection of Your Information

We use reasonable administrative, technical, and physical safeguards designed to protect personal and financial information against unauthorized access, disclosure, alteration, or loss.

However, no website, email transmission, or electronic storage system can be guaranteed to be completely secure. Please avoid sending sensitive tax documents through ordinary email unless appropriate safeguards have been arranged.

If we provide a secure document-upload method, we encourage you to use it for sensitive information.

6. Data Retention

We retain personal and tax-related information for as long as reasonably necessary to provide services, maintain appropriate business records, meet legal and regulatory obligations, resolve disputes, and enforce agreements.

Retention periods may vary depending on the type of information and applicable law. When information is no longer required, we will take reasonable steps to securely dispose of it, subject to legal retention requirements.

7. Cookies and Analytics

Our website may use cookies, analytics tools, or similar technologies to maintain functionality, understand website traffic, and improve user experience.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect some website features.

Where required by law, we will provide appropriate notices or choices regarding non-essential cookies and tracking technologies.

8. Your Privacy Rights

Depending on your location and applicable law, you may have the right to:

• Request access to personal information we maintain about you.

• Request correction of inaccurate information.

• Request deletion of certain information, subject to legal retention obligations.

• Withdraw consent where processing depends on consent.

• Opt out of certain marketing communications.

• Submit a privacy-related question or complaint.

Tax records may be subject to legal retention requirements, so we may not be able to delete all information upon request.

9. Third-Party Websites and Services

Our website may contain links to third-party websites, payment services, scheduling tools, or document platforms. Those services operate under their own privacy policies and practices.

We are not responsible for the privacy or security practices of third-party websites that we do not control.

10. Children’s Privacy

Our website and services are not directed toward children independently seeking tax preparation services. We may process information about dependents when necessary to prepare a client’s tax return and as permitted by law.

We do not knowingly collect children’s personal information through our website for unrelated purposes.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. Updates will be posted on this page with a revised effective date.