Legal
Privacy Policy
Last updated
[PLACEHOLDER] This is a plain-English starting draft. Have it reviewed by the firm’s attorney before launch.
JK Edwards & Company (“we,” “us” or “our”) respects your privacy. This policy explains what information we collect through www.jkedwards.com (the “site”), how we use it and the choices you have. It applies to this website only. Work we perform for clients is also governed by our engagement letters and by the professional and legal rules that apply to tax and accounting firms.
Information we collect
Information you give us
When you contact us, request a consultation, send an IRS notice or request a guide, we collect what you enter, which may include:
- Your name, email address and phone number
- The type of client you are and the services you’re interested in
- Your message and preferred contact method
- Files you choose to upload, such as a copy of an IRS notice
Please don’t include Social Security numbers, bank account numbers or tax documents in website forms or regular email. Once you’re a client, we’ll provide secure portals for sharing sensitive information.
Information collected automatically
Like most websites, our site and hosting provider automatically record basic technical information such as your IP address, browser type, the pages you visit and the date and time of your visit. We may use Google Analytics to understand how visitors use the site. Google Analytics uses cookies and similar technologies to collect usage information; you can learn more in Google’s explanation of how it uses data and opt out with the Google Analytics opt-out browser add-on.
How we use information
- To respond to your questions and schedule consultations
- To provide, manage and bill for the services you engage us for
- To send information you’ve requested, such as a guide or checklist
- To understand how the site is used so we can improve it
- To protect the site against spam and misuse, and to comply with legal obligations
We do not sell or rent your personal information.
How we share information
We share information only as needed to operate our business and serve you:
- Service providers that help us run the site and our practice — for example, website hosting, email delivery, form processing, scheduling and analytics providers — who may use the information only to provide services to us.
- Client portal and software providers you choose to use with us, such as secure document portals, payment processors and accounting software. Their own privacy policies apply when you use their services.
- Legal requirements. We may disclose information when required by law, regulation or legal process, or to protect our rights and the safety of others.
Tax return information is subject to additional federal restrictions. We do not use or disclose it for purposes other than preparing your return except as the law allows, including with your written consent.
Links to other websites
Our site links to websites we don’t control, including client portals, payment pages, IRS.gov and the Georgia Department of Revenue. We aren’t responsible for their content or privacy practices, so please review their policies.
How we protect information
We use administrative, technical and physical safeguards designed to protect the information you share with us, including encrypted connections to this site and secure portals for client documents. No method of transmission or storage is completely secure, so we can’t guarantee absolute security.
How long we keep information
We keep inquiry information for as long as needed to respond and follow up, and client records for as long as professional standards and the law require. We then delete or securely dispose of it.
Your choices
- You can ask us what personal information we hold about you and request corrections.
- You can ask us to delete information we no longer need to keep.
- You can opt out of marketing emails at any time using the link in the email or by contacting us.
- You can block or delete cookies in your browser settings.
Children’s privacy
This site is intended for adults and isn’t directed to children under 13. We don’t knowingly collect personal information from children through the site.
Changes to this policy
We may update this policy from time to time. The “last updated” date above shows when it was last revised.
Contact us
Questions about this policy? Contact JK Edwards & Company at info@jkedwards.com, call (770) 472-2005 or write to us at 1883 McDonough Rd, Suite 200A, Hampton, GA 30228. You can also use our contact form.