Privacy Policy

Last Updated: October 13, 2026

1. Introduction

Welcome to Jay & Co. CPA LLC (“Company,” “we,” “our,” or “us”). We respect your privacy and are committed to protecting the personal 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 inquire about our tax, accounting, bookkeeping, and business advisory services.

By using our website, you acknowledge the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following types of information:

Personal Information

• Full name
• Email address
• Phone number
• Business or company name
• Information submitted through contact forms
• Details provided when requesting consultations or services

Technical Information

When you visit our website, certain technical information may be collected automatically, including:

• IP address
• Browser type and device information
• Pages visited and browsing activity
• Date and time of visits
• Referring website information

Financial and Business Information

If you engage our professional services, we may request relevant financial, accounting, tax, or business records necessary to provide those services. Such information is handled with appropriate confidentiality and security measures.

3. How We Use Your Information

We may use the information we collect to:

• Respond to inquiries and consultation requests.
• Provide tax preparation, accounting, bookkeeping, and advisory services.
• Communicate regarding appointments, services, and important updates.
• Improve website functionality and user experience.
• Maintain business records and administrative processes.
• Comply with applicable legal, regulatory, and professional obligations.
• Protect our website, clients, and business against unauthorized activity.

We do not sell your personal information.

4. Information Sharing and Disclosure

We do not sell or rent your personal information to third parties.

We may share information only when reasonably necessary, including with:

• Trusted service providers that support our website, communications, scheduling, or business operations.
• Professional partners or authorized representatives involved in delivering requested services.
• Government agencies, regulatory authorities, or legal entities when required or permitted by law.
• Other parties with your authorization or consent.

Where required, we obtain applicable consent before disclosing tax return information and comply with relevant federal and state confidentiality requirements.

5. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve website performance, remember preferences, and understand how visitors use our website.

Cookies may help us:

• Maintain website functionality.
• Analyze visitor traffic and website performance.
• Improve navigation and overall user experience.

You can manage or disable cookies through your browser settings. Some website features may not function as intended if certain cookies are disabled.

6. Data Security

We take reasonable administrative, technical, and organizational measures to protect personal information against unauthorized access, misuse, disclosure, alteration, or destruction.

However, no method of online transmission or electronic storage can be guaranteed to be completely secure.

For sensitive financial or tax documents, clients should use secure communication or document-sharing methods approved by our firm rather than submitting confidential information through general website contact forms.

7. Data Retention

We retain personal information only for as long as reasonably necessary to provide requested services, maintain appropriate business records, fulfill legal or professional obligations, resolve disputes, and enforce applicable agreements.

Retention periods may vary depending on the nature of the information and applicable requirements.

8. Third-Party Websites and Services

Our website may contain links to third-party websites or use external services for appointment scheduling, communication, analytics, or other functionality.

We are not responsible for the privacy practices, security, or content of third-party websites. We encourage visitors to review the privacy policies of any external websites they access.

9. Your Privacy Rights

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

• Request access to personal information we maintain about you.
• Request corrections to inaccurate information.
• Request deletion of eligible personal information.
• Withdraw consent where processing relies on consent.
• Ask questions about how your information is collected or used.

These rights may be subject to legal, regulatory, professional, and recordkeeping requirements.

10. Children’s Privacy

Our website and professional services are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13 through our website. If we become aware that such information has been collected without appropriate authorization, we will take reasonable steps to delete it.

11. Taxpayer Information Confidentiality

As a professional accounting and tax services firm, Jay & Co. CPA LLC recognizes the importance of protecting confidential taxpayer information.

Tax return information is subject to applicable confidentiality and disclosure requirements, including relevant provisions of the Internal Revenue Code.

We use and disclose such information only as permitted by applicable law or with appropriate authorization.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, website functionality, legal requirements, or privacy practices.

Any updates will be posted on this page with a revised “Last Updated” date. We encourage visitors to review this page periodically.

13. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or how your personal information is handled, please contact us.

Jay & Co. CPA LLC
United States
Email: Use the email address listed in our website footer.