This Privacy Policy explains how JJ&A Accounting Services (“JJ&A,” “we,” “us”) collects, uses, and protects the information you provide through this website and our client portal.
Information We Collect
We may collect the following categories of information:
- Contact forms
- Tax organizer submissions
- Portal account information
- Uploaded documents
- Payment information
- Cookies and analytics data
- Device and browser information
How Information Is Used
Information collected may be used for the following purposes:
- Preparing tax returns
- Bookkeeping and payroll services
- Customer support
- Portal functionality
- Regulatory compliance
- Fraud prevention
- Marketing communications (if applicable)
How We Protect Information
We employ commercially reasonable administrative, technical, and physical safeguards designed to protect information.
Electronic Communications
Clients acknowledge the risks inherent in electronic communications and consent to receiving communications electronically.
Use of Technology and Artificial Intelligence
JJ&A may utilize software tools, automation systems, and artificial intelligence technologies to assist in administrative, analytical, drafting, and operational functions. All professional conclusions, recommendations, tax positions, filings, and client deliverables remain subject to human review and professional judgment.
Data Retention
Files are retained for 7 years or longer as required by law. Records are destroyed at the end of that period without notice to the client if no engagement has been active for a minimum of three (3) years.
If you have questions about this privacy policy, contact JJ&A Accounting Services at privacy@jjanda.com or (336) 245-4154.
JJ&A Accounting Services16B Oak Branch Dr
Greensboro, NC 27407