Privacy Policy

Disclaimer

Jill Cooper Bookkeeping and Tax Services provides professional bookkeeping, payroll, and tax preparation services. We are not attorneys or Certified Public Accountants (CPAs) unless explicitly stated. Information provided on our website, emails, or resources is for general informational purposes only and should not be considered legal, tax, or financial advice. Clients should consult a licensed CPA or tax attorney for matters requiring representation, legal opinions, or complex tax planning.

Limitation of Liability

We make every effort to provide accurate and up-to-date information, but we make no warranties or guarantees regarding completeness, accuracy, or reliability. We are not responsible for any direct, indirect, or consequential damages arising from the use of our website, services, or materials.

Intellectual Property

All content, including text, graphics, logos, and resources, are the property of Jill Cooper Bookkeeping and Tax Services. Content may not be copied, modified, distributed, or used for commercial purposes without prior written consent.

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Privacy Policy

1. Information We Collect

We may collect the following types of information:

• Payment information when applicable
• Contact details (name, email address, phone number)
• Business and financial records, including tax documents and bookkeeping files

2. How We Use Information

Your information is used to:

• Provide bookkeeping, payroll, and tax preparation services
• Maintain accurate client records for compliance with IRS and state regulations
• Communicate with you about services, deadlines, and updates

3. Sharing of Information

We do not sell or rent your personal information. We may share information only with:

• Secure third-party service providers (e.g., QuickBooks, payroll processors, IRS-authorized e-file software)
• Legal or regulatory authorities, when required by law

4. Data Security

We use industry-standard security measures, including encrypted client portals, password protection, and secure file storage. However, no method of electronic transmission is 100% secure, and we cannot guarantee absolute security.

5. Client Rights

You have the right to request access to your information, corrections, or deletion (subject to record-keeping requirements under IRS and state law). Requests can be made by contacting us at jill.c@myyahoo.com.

6. Cookies & Website Tracking

If our website uses cookies or analytics tools (such as Google Analytics), data may be collected to improve user experience. You may disable cookies through your browser settings.

7. Updates to This Policy

We reserve the right to update this Privacy Policy from time to time. Any changes will be posted on our website with a revised “last updated” date.

Effective Date: June 2025

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California Privacy Rights (CCPA)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA):

Right to Non-Discrimination – We will not discriminate against you for exercising your privacy rights.

Right to Know – Request information about the categories and specific pieces of personal information we have collected about you.

Right to Delete – Request deletion of your personal information, subject to legal and regulatory recordkeeping requirements.

Right to Opt-Out – We do not sell personal information. If this ever changes, you will have the right to opt out.