Privacy Policy

1. Who We Are

This Privacy Policy explains how Chezjay LLC collects, uses, discloses, and protects your information when you visit our website or use our services. We are committed to maintaining the confidentiality and security of your personal and financial information.

2. Information We Collect

A. Information You Provide

• Contact details: name, email, phone number, mailing address.
• Client onboarding details: information you submit through forms, messages, uploads, or during consultations.
• Tax-related information: documents and data needed to prepare returns (e.g., W-2/1099 information, business income/expense details, dependents, filing status). Only provide what is required for your service.
• Payment information: billing address and payment confirmation details. (Card processing is handled by third-party payment processors; we do not store full card numbers.)

B. Information Collected Automatically

• Device and usage data: IP address, browser type, operating system, pages visited, time on pages, referring URLs.
• Cookies and similar technologies: used for essential site functionality and analytics.

C. Information from Third Parties

• Service providers: scheduling, payment processing, forms, cloud storage, e-signature, email/SMS tools (only as needed to provide services).
• Analytics providers: to understand site performance and improve content.

3. How We Use Your Information

We use collected information to:

• Provide services: prepare tax returns, consultations, bookkeeping, and related tax services.
• Communicate: respond to inquiries, send appointment reminders, share updates about your tax matters.
• Process payments: bill for services and maintain payment records.
• Improve our services: analyze website usage, enhance user experience, and develop new offerings.
• Legal compliance: meet tax, accounting, and legal obligations; respond to lawful requests from authorities.
• Security: protect against fraud, unauthorized access, and other security threats.

4. How We Share Your Information

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

• Service providers: trusted third parties who assist with payment processing, scheduling, document storage, e-signatures, communications (under strict confidentiality agreements).
• Professional advisors: accountants, attorneys, consultants as needed for service delivery.
• Government agencies: when required by law (e.g., IRS, state tax authorities) or in response to valid legal requests.
• Business transfers: if we merge, are acquired, or sell assets, your information may be transferred (you will be notified).
• With your consent: in any other situation where you provide explicit permission.

5. Data Security

We implement industry-standard security measures to protect your information, including:

• Encryption of data in transit and at rest
• Secure cloud storage with access controls
• Regular security assessments and updates
• Limited access to personal information (only authorized personnel)

However, no method of transmission or storage is 100% secure. We cannot guarantee absolute security but continuously work to protect your data.

6. Cookies and Tracking Technologies

We use cookies and similar technologies for essential website functions and analytics. You can control cookie preferences through your browser settings, though disabling certain cookies may affect site functionality.

7. Your Rights and Choices

Depending on your location, you may have rights to:

• Access: request a copy of the personal information we hold about you.
• Correction: request correction of inaccurate or incomplete information.
• Deletion: request deletion of your personal information (subject to legal retention requirements).
• Opt-out: unsubscribe from marketing communications (service-related messages may still be sent).
• Data portability: receive your information in a structured, commonly used format.

To exercise these rights, please contact us using the information below.

8. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. Please review their privacy policies before providing any information.

10. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal requirements. The "Last Updated" date at the top indicates when the policy was last revised. Continued use of our services after changes constitutes acceptance of the updated policy.

11. California Privacy Rights

California residents have specific rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected, the right to deletion, and the right to opt-out of the sale of personal information. We do not sell personal information.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: