PRIVACY POLICY
Please contact us if you have questions
(630) 338-9359 M-F 8-5 CT
Effective date: 03/30/2026
Types of Information We Collect
We collect certain personal information about you only when you provide it to us directly or when it is obtained with your authorization. This may include information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked—directly or indirectly—to a particular individual or device (“personal information”).
In connection with our business operations, we may collect the following categories of information:
Identifying Information
Financial Information
Commercial Information
Website Activity
Professional or Employment-Related Information
Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to third parties. However, to the extent permitted or required by law, we may disclose nonpublic personal information in the following circumstances:
- To comply with a valid subpoena, court order, or other legal process.
- In connection with a quality review or regulatory inquiry conducted by a state or national licensing or oversight organization.
- In connection with a prospective or actual sale, merger, or transfer of all or part of our practice, provided appropriate confidentiality protections are in place.
- As part of actual or threatened legal proceedings or alternative dispute resolution involving JTA CPA, limited to information necessary to pursue or defend such matters.
- To our affiliates and to nonaffiliated third-party service providers who perform services on our behalf (such as tax processing, IT support, or records retention), provided those parties are contractually obligated to maintain confidentiality and use the information only for the intended purpose.
Confidentiality and Security of Nonpublic Personal Information
Except as described in this notice, access to your nonpublic personal information is limited to JTA CPA personnel and authorized service providers who require the information to perform services for you. All such individuals are bound by our internal policies, professional standards, applicable laws, and confidentiality obligations.
We maintain physical, electronic, and procedural safeguards that comply with applicable laws and regulations to protect your information against unauthorized access, misuse, alteration, or destruction.
Use of Cookies
Cookies are small files that a website transfers to your device to store or track information about your visit. Most web browsers automatically accept cookies; however, you may modify your browser settings to decline cookies if you prefer. Please note that doing so may limit certain website functionality.
Cookies used by JTA CPA do not personally identify you, do not store passwords, and do not collect credit or debit card information. Cookies are server-specific and cannot be used to track your activity across unrelated websites. For more details, please review our Cookie Policy.
Your Rights Under the CCPA and GDPR
If we have collected personal information about you, you may have the following rights, subject to applicable law:
- The right to know what personal information we have collected about you
- The right to request a copy of the personal information we have collected
- The right to request deletion of your personal information
To exercise any of these rights, please contact us using the request form or contact information provided on this website.
Security of Your Information
We take the security of your financial and personal data seriously. We have implemented a comprehensive Written Information Security Plan (WISP) in accordance with FTC Safeguards and IRS guidelines. Our security measures include:
- Multi-Tiered Storage: We use a combination of secure on-site encrypted hardware and geographically redundant, enterprise-grade cloud storage to ensure your data is always available and protected against loss.
- Advanced Encryption: All sensitive data is encrypted using AES 256-bit standards at rest and protected by SSL/TLS protocols during transmission.
- Access Controls: We strictly limit access to your personal information to authorized personnel through the use of Multi-Factor Authentication (MFA) and secure identity management.
- Industry-Leading Software: Our tax preparation and document exchange tools are selected specifically for their compliance with SOC 2 and IRS security standards.
Wisconsin Residents:
Data Retention
JTA CPA retains personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including providing professional services, complying with legal, regulatory, tax, accounting, and professional obligations, resolving disputes, enforcing agreements, and maintaining required business records.
Retention Guidelines:
Tax & Financial Records: As a general rule, we retain tax returns, workpapers, and supporting documentation for a period of seven (7) years from the date of filing, in alignment with the Internal Revenue Service (IRS) statute of limitations and professional liability standards.
Permanent Records: Certain core documents, such as final copies of tax returns and year-end financial statements, may be retained indefinitely for historical reference.
Retention periods may vary depending on the type of information and applicable requirements under federal and state law, professional standards, and contractual obligations.
Secure Disposal: When personal information is no longer required to be retained, we take rigorous steps to securely delete, destroy, or anonymize it in a manner designed to prevent unauthorized access, use, or disclosure. This includes the permanent erasure of digital files from our encrypted storage systems and the professional shredding of any physical records.
