PRIVACY POLICY

We value your privacy and are committed to protecting your personal and financial information. This policy explains how we collect, use, and safeguard your data

1. Information We Collect

We collect both personal and non-personal information in the following ways:

A. Information You Provide Directly

When you contact us, schedule an appointment, upload documents, complete a form, or engage our services, you may provide information such as:

Name

Address

Email address

Phone number

Financial documents and tax records

Identification numbers needed for tax preparation

Business information (if applicable)

Any other information you voluntarily provide

B. Information Collected Automatically

When you access our website, we may automatically collect:

IP address

Browser type and version

Device information

Pages visited and time spent on the website

Cookies and usage data

2. How We Use Your Information

We use your information only for legitimate business and tax-related purposes, including:

Preparing tax returns and providing accounting, payroll, or advisory services

Communicating with you about appointments, deadlines, or required documentation

Responding to your inquiries or requests

Financial documents and tax records

Identification numbers needed for tax preparation

Complying with federal, state, and professional regulations

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

3. How We Protect Your Information

As a CPA firm, confidentiality and security are top priorities. We implement physical, technical, and administrative safeguards, including:

Secure document upload portals

Password-protected systems

Encryption where appropriate

Restricted access to confidential files

Only authorized personnel may access your information, and only for legitimate business purposes.

4. Sharing of Information

We may share your information only in the following situations:

With service providers who assist in tax preparation, document storage, payment processing, or secure communications (e.g., client portal providers)

With government agencies (IRS, Massachusetts DOR, or others) when required to file tax documents or comply with legal obligations

As required by law, regulation, subpoena, or court order

With your explicit consent, such as coordinating with financial advisors or attorneys

We never share information with marketers or unrelated third parties.

5. Data Retention

We retain your information for the period necessary to:

Provide services

Maintain compliant professional records

Meet IRS, Massachusetts DOR, and regulatory requirements

Client tax and financial records may be retained for at least 7 years or longer when required by law.

6. Cookies and Website Tracking

Our website may use cookies, tracking technologies, and analytics tools to:

Improve website performance

Understand visitor interactions

Provide a better user experience

You can disable cookies through your browser settings, though some features may not function properly.

7. Third-Party Links

Our website may include links to external websites (e.g., IRS, MA DOR, tax portals). We are not responsible for the privacy practices or content on third-party websites.

8. Your Rights and Choices

Depending on your state of residence, you may have rights regarding your personal information, such as:

Access to the information we maintain

Requests for correction

Limitations on certain uses

Requests to delete non-essential information

To make a request, contact us using the information below.

9. Children’s Privacy

Our website and services are not intended for children under 13.
We do not knowingly collect personal information from children under 13.

10. Updates to This Privacy Policy

We may update this Privacy Policy periodically.Any changes will be

posted on this page with an updated effective date.

11. Contact Us

If you have any questions about this Privacy Policy or how we protect your information, please contact:

J. Kevin Shepple, CPA, P.C.
Bolton, MA
Email: contact@jkscpa.org