Privacy Policy

Overview

JRH & Associates, Inc. ("JRH," "we," "us," or "our") is a professional accounting, tax, and business consulting firm located at 500 Old Country Road, Suite 101, Garden City, NY 11530. We take your privacy seriously and are committed to maintaining the confidentiality and security of your personal and financial information in accordance with applicable federal and state laws, including the Gramm-Leach-Bliley Act (GLBA) and applicable New York State regulations.

This Privacy Policy applies to information collected through our website at www.jrhassociates.com, by email, by telephone, and in the course of providing professional accounting and tax services to our clients.

Information We Collect

Information You Provide to Us

We collect personal information that you voluntarily provide when you contact us, complete a form on our website, schedule a consultation, or engage our services. This may include:

• Name, mailing address, email address, and telephone number
• Social Security Number or Employer Identification Number (when required for tax or accounting services)
• Financial information including income, expenses, assets, and liabilities
• Business information including entity type, ownership structure, and financial records
• Information provided in the course of a professional engagement

Information Collected Automatically

When you visit our website, we may automatically collect certain information about your device and usage, including:

• IP address and general geographic location
• Browser type and operating system
• Pages visited, time spent on pages, and referring URLs
• Device identifiers and cookie data

How We Use Your Information

We use the information we collect for the following purposes:

• To provide, maintain, and improve our accounting, tax, and consulting services
• To prepare and file tax returns and financial documents on your behalf
• To communicate with you about your account, engagements, and service matters
• To respond to inquiries and fulfill requests submitted through our website
• To send service-related notices, updates, and compliance reminders
• To comply with applicable laws, regulations, and professional standards
• To protect against fraud, unauthorized access, and other unlawful activity
• To analyze website usage and improve user experience

We do not sell your personal information to third parties and we do not use your information for marketing purposes unrelated to our professional services without your consent.

Sharing of Information

As a professional accounting firm, we maintain strict confidentiality standards consistent with our professional obligations. We may disclose your information only in the following circumstances:

• With your consent: We will share information with third parties when you have given us explicit authorization to do so.
• Service providers: We may share information with trusted third-party service providers who assist us in operating our practice, such as cloud storage providers, tax software platforms, and secure document management systems. These providers are contractually bound to maintain confidentiality.
• Government and tax authorities: We will disclose information to the IRS, New York State Department of Taxation and Finance, and other taxing authorities as required in the course of preparing and filing your returns.
• Legal obligations: We may disclose information when required by law, subpoena, court order, or other legal process, or to protect the rights, property, or safety of JRH & Associates, our clients, or others.
• Professional referrals: With your knowledge and consent, we may refer you to attorneys, financial advisors, or other professionals when appropriate to serve your needs.

Data Security

We implement industry-standard technical and organizational safeguards to protect your personal and financial information from unauthorized access, use, disclosure, alteration, or destruction. These measures include:

• Encrypted transmission of data via SSL/TLS protocols
• Secure, password-protected access to client files and records
• Use of professional-grade, AICPA-compliant tax and accounting software
• Restricted access to client information on a need-to-know basis within our firm
• Regular review of our information security practices and policies

While we take reasonable steps to protect your information, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security, and we encourage you to take steps to protect your own information as well.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. Cookies are small text files stored on your device. We use the following types:

• Essential cookies: Required for the website to function properly.
• Analytics cookies: Help us understand how visitors interact with our site so we can improve it.

You can control cookies through your browser settings. Disabling cookies may affect the functionality of certain parts of our website. We do not use cookies for advertising or cross-site tracking purposes.

Your Rights

Depending on your location, you may have certain rights regarding your personal information:

• Access: You may request a copy of the personal information we hold about you.
• Correction: You may request that we correct inaccurate or incomplete information.
• Deletion: Subject to our legal and professional retention obligations, you may request deletion of your personal information.
• Opt-out: You may opt out of non-essential communications at any time by contacting us directly.

To exercise any of these rights, please contact us at the information provided at the end of this policy. We will respond to requests within a reasonable timeframe consistent with applicable law.

Data Retention

We retain client records and personal information for the period required by applicable professional standards, tax regulations, and New York State law. In general, tax records and supporting documentation are retained for a minimum of seven years following the filing of a return. Records may be retained longer where required by law or where a matter remains unresolved.

Website inquiry data and contact form submissions are retained for a reasonable period to fulfill the purpose for which they were submitted and are then securely deleted or anonymized.

Third-Party Links

Our website may contain links to third-party websites, including government agencies such as the IRS and the New York State Department of Taxation and Finance, as well as professional organizations. These websites have their own privacy policies, and we are not responsible for their content or practices. We encourage you to review the privacy policies of any third-party sites you visit.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, applicable law, or professional standards. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this policy periodically. Your continued use of our website or services after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our handling of your personal information, please contact us: