​1. Information We Collect

We may collect the following categories of information:
 

1.1 Information You Provide Directly

Information submitted through our website, email, phone, or engagement processes, including:

• Name, address, email, phone number

• Business information

• Tax documents, financial records, and related data required for professional services

• Any other information voluntarily provided
   

1.2 Automatically Collected Information

When you visit our website, we may collect:

• IP address and device information

• Browser type and operating system

• Pages visited and site usage data

• Cookies and similar technologies
   

1.3 Third-Party Information

We may receive information from:

• Financial institutions

• Software platforms you authorize

• Government agencies

• Identity verification providers
   

2. How We Use Your Information

We use information for legitimate business and professional purposes, including:

• Delivering accounting, tax, assurance, and advisory services

• Communicating with clients and responding to inquiries

• Maintaining records and complying with regulatory obligations

• Improving website performance and security

We do not sell personal information.

3. Legal Bases for Processing (Where Applicable)

Where international privacy laws (e.g., GDPR) apply, processing may be based on:

• Performance of a contract

• Legal obligations

• Legitimate interests

• Consent (when applicable)

 

4. Disclosure of Information

We may disclose information to:

• Authorized service providers under confidentiality obligations

• Regulatory bodies, tax authorities, or law enforcement when required

• Successors in the event of firm reorganization

 

We do not disclose confidential information except as permitted by law or professional standards.

 

5. Data Security

We implement administrative, technical, and organizational safeguards, including:

• Encrypted storage and secure transmission

• Restricted access controls

• Monitoring for unauthorized activity

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However, no method of electronic transmission can guarantee absolute security.

 

6. Data Retention

We retain information as required by:

• AICPA standards

• State Board of Accountancy rules

• IRS and tax regulations

• Engagement requirements

 

Typically, records are retained for 7 years or longer where mandated.

 

7. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access personal data

• Request corrections

• Request deletion (subject to legal retention requirements)

• Withdraw consent for non-essential processing

 

Requests may be submitted to contact@jedidiahcpa.com

 

8. Cookies

Our website may use cookies for functionality, analytics, and security. Users may disable cookies through their browser settings.

 

9. Children’s Privacy

Our website and services are not directed to individuals under age 13. We do not knowingly collect information from children.

 

10. Links to Third-Party Websites

We are not responsible for the privacy practices of external websites linked on our site.

 

11. Changes to This Policy

We may update this Privacy Policy periodically. The effective date above reflects the latest version.

 

12. Contact Information

Jedidiah CPA PLLC
Email: contact@jedidiahcpa.com
Address: [Reg. Office] Jedidiah CPA PLLC, 1001 WARRENVILLE RD. SUITE# 500, LISLE, IL 60532, US
Phone: +(1)-202-816-8164​​