Privacy Policy & Client Data Security

Effective Date: September 1, 2026

JANSS CPA PLLC ("we," "our," or "the Firm") is committed to safeguarding the confidentiality, integrity, and security of all personal and financial information provided by our clients and website visitors. As a licensed Certified Public Accounting firm, we adhere to strict ethical and statutory standards governing confidential client data.

1. Information We Collect

In the course of providing tax preparation, business accounting, financial modeling, and advisory services, we may collect nonpublic personal and financial information, including:

• Contact details (name, email address, phone number, mailing address).
• Tax identification numbers (Social Security Numbers, Employer Identification Numbers).
• Financial documentation (W-2s, 1099s, K-1s, bank statements, profit and loss statements, balance sheets, and prior year tax returns).
• Consultation intake forms and scheduling details.

2. Use of Information & Non-Disclosure

We use your information exclusively to:

• Prepare and electronically file federal, state, and local tax returns.
• Deliver accounting, bookkeeping, and advisory deliverables.
• Communicate directly with you regarding filings, tax deadlines, and planning strategies.

We do not sell, rent, lease, or share nonpublic client information with third parties for commercial or marketing purposes.

3. Data Protection & Technical Security

All client documents and communication are protected using 256-bit bank-grade SSL/TLS encryption in transit and at rest. We utilize SOC-2 compliant document storage and client portal systems designed to comply with IRS Publication 4557 (Safeguarding Taxpayer Data) and the Gramm-Leach-Bliley Act (GLBA).

4. IRS Circular 230 Disclosure

Any tax advice contained on this website or in general communications is not intended or written to be used, and cannot be used, for the purpose of avoiding tax penalties that may be imposed under the Internal Revenue Code.

5. Contact Information

If you have questions regarding this Privacy Policy or our security protocols, please contact:

JANSS CPA PLLC
Brent Janss, CPA
Email: brent@janss.tax
Phone: (713) 714-7153