Last Updated: August 25, 2026

 

JS Grigsby, CPA, PLLC ("JS Grigsby," "we," "us," or "our") respects your privacy and is committed to protecting the personal and financial information entrusted to us.

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As a CPA firm providing tax, financial planning, and related professional services, we are subject to professional standards and applicable federal and state privacy requirements governing the confidentiality and protection of client information.

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This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website and in connection with our professional services.

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Information We Collect

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We may collect personal information that you voluntarily provide to us, including:

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• Name, email address, telephone number, and mailing address

• Information submitted through website forms, scheduling tools, questionnaires, or other communications

• Information necessary to evaluate or provide tax, financial planning, accounting, or related professional services

• Financial, tax, employment, business, and other information provided to us in connection with an engagement

• Payment and transaction information

• Other information you choose to provide to us

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For clients, we may also obtain nonpublic personal information from third parties when authorized by you or as otherwise permitted by law.

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Website and Technology Information

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When you visit our website, certain information may be collected automatically through cookies, analytics tools, or similar technologies. This may include information such as your browser type, device type, IP address, pages visited, referring website, and general website usage information.

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We may use this information to maintain and improve our website, understand how visitors interact with our content, and evaluate the effectiveness of our communications and marketing.

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You may be able to control certain cookies through your browser settings or any cookie-management options made available through our website.

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How We Use Information

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We may use information we collect to:

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• Respond to inquiries and requests

• Schedule and manage appointments

• Evaluate prospective client engagements

• Provide tax, financial planning, accounting, and other professional services

• Communicate with current and prospective clients

• Process payments and administer client accounts

• Maintain required business and professional records

• Improve our website, services, and client experience

• Protect against fraud, unauthorized access, and other security risks

• Comply with professional, regulatory, tax, legal, and ethical requirements

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We do not sell client tax return information or nonpublic personal financial information.

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Disclosure of Client Information

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For current and former clients, we do not disclose nonpublic personal information obtained in the course of our professional practice except as authorized by you or as required or permitted by law.

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Permitted disclosures may include providing information to employees, contractors, professional advisers, technology providers, or other service providers who require access to the information to assist us in providing or administering services.

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We may also disclose information when necessary to comply with applicable laws, regulations, professional standards, court orders, subpoenas, regulatory inquiries, or other lawful requirements.

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Tax return information is subject to additional confidentiality requirements under applicable federal law.

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We require those who receive confidential information on our behalf to appropriately protect that information and use it only for authorized purposes.

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Third-Party Service Providers

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We use third-party technology and service providers to operate our practice and website. These may include providers that assist with:

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• Client portals and document exchange

• Appointment scheduling and virtual meetings

• Payment processing

• Email and electronic communications

• Tax and financial planning software

• Cloud storage and document management

• Website hosting and analytics

• Other administrative and professional services

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Information submitted through these services may also be subject to the privacy and security practices of the applicable provider.

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We encourage you to review the privacy policies of third-party websites or services before providing information through them.

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Protecting Your Information

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We maintain administrative, technical, electronic, and physical safeguards designed to protect confidential and nonpublic personal information from unauthorized access, use, disclosure, alteration, or destruction.

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Access to confidential information is limited to individuals who require access to perform authorized professional or business functions.

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Although we take reasonable measures to protect information, no method of electronic transmission or storage can be guaranteed to be completely secure.

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Sensitive Information and Document Submission

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Please do not send Social Security numbers, tax documents, financial account information, or other highly sensitive information through ordinary website contact forms, text messages, or unsecured email unless specifically instructed to do so.

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Clients should use the secure client portal or another secure method approved by JS Grigsby, CPA, PLLC for transmitting sensitive documents and information.

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Email and Electronic Communications

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If you communicate with us electronically, we may retain those communications as part of our business or client records.

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We may periodically send information regarding our services, educational resources, firm updates, or other communications. Where required, you may unsubscribe from marketing communications using the instructions provided in the communication.

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Communications relating to an active professional engagement, account administration, legal notices, or other transactional matters may still be sent when necessary.

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Record Retention

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We retain records relating to professional services and business operations for periods that we determine are appropriate based on professional standards, contractual obligations, regulatory requirements, legal requirements, and legitimate business needs.

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When records containing sensitive information are no longer required, we take reasonable measures to securely dispose of or destroy them.

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Links to Other Websites

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Our website may contain links to third-party websites. JS Grigsby, CPA, PLLC is not responsible for the privacy, security, or content practices of websites operated by third parties.

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Children's Privacy

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Our website and professional services are not directed toward children under the age of 13, and we do not knowingly collect personal information directly from children under 13 through this website.

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Changes to This Privacy Policy

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We may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable legal and professional requirements.

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The date shown at the top of this page indicates when the policy was most recently updated.

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Questions About Your Privacy

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If you have questions regarding this Privacy Policy or how JS Grigsby, CPA, PLLC handles your information, please contact us using the contact information provided on our website.

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Your privacy, the confidentiality of your information, and our professional responsibilities are important to us.