How we protect your information

What we collect

Through this website we collect the contact details and notes you enter in our appointment and contact forms, so we can respond to you. Clients also share tax documents and answers through the secure client portal so we can prepare their returns.

How we use it

We use your information only to provide the services you engage us for and to communicate with you about them. We don't sell your information. Tax return information is used and disclosed only as permitted by law and with your consent where required.

How we protect it

• The client portal requires your password plus a 6-digit security code, and all data is encrypted in transit.
• Each client can see only their own household's documents.
• We maintain a written information security plan consistent with IRS Publication 5708.
• Please don't send tax documents or Social Security numbers by email or through the website forms. Use the portal instead.

Questions

Contact us at ClientService@JHSCPAServices.com or 972-583-6039.