At Jerry Withers & Associates, we understand the importance of privacy and protecting your personal and financial information. This privacy policy outlines the information we collect, how we use it, and how we protect your information.
Information We Collect We collect personal and financial information from our clients, including but not limited to:
- Name
- Social Security Number or Tax ID Number
- Address
- Phone number
- Email address
- Income information
- Deductions and credits information
- Bank account information
How We Use Your Information We use your information to provide tax preparation and planning services to you. We may also use your information for the following purposes:
- To communicate with you regarding your tax preparation and planning needs
- To respond to inquiries or requests from you
- To comply with legal or regulatory requirements
- To prevent fraud or unauthorized access to your personal or financial information
- To improve our services
We do not sell, rent, or share your personal or financial information with third parties for marketing purposes.
How We Protect Your Information We take reasonable steps to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. We maintain physical, electronic, and procedural safeguards to protect your information. We restrict access to your information to only those employees and contractors who need it to provide tax preparation and planning services to you.
Your Choices You have the right to access and update your personal and financial information. If you would like to review or update your information, please contact us. If you choose not to provide certain information, we may not be able to provide you with our tax preparation and planning services.
Updates to this Privacy Policy We may update this privacy policy from time to time. If we make any material changes to this policy, we will notify you by email or through our website.
Contact Us If you have any questions about our privacy policy or how we use your personal and financial information, please contact us.