Who we are

Our website address is: http://www.jschartered.com.

1. Information We Collect

We collect nonpublic personal information about you to prepare your tax returns, such as: 

  • Information from you: Data on tax organizers, worksheets, or conversations (names, SSNs, financial records).
  • Transaction info: Data about your transactions with us or others.
  • Third-party info: Information from consumer reporting agencies. 

2. How We Use Information

We use your data only to provide the tax services you requested and to comply with legal obligations. We do not sell, rent, or trade your personal information to third parties. 

3. Sharing Information

We do not disclose any nonpublic personal information to anyone outside our firm without your express written permission, or unless legally required, such as under IRS regulations. 

  • Service Providers: We may share data with trusted vendors (e.g., cloud storage, tax software providers) who are required to protect your information and use it only for services on your behalf. 

4. Security Measures

We maintain physical, electronic, and procedural safeguards to protect your records. These include, but are not limited to: 

  • Using secure, encrypted servers.
  • Restricting access to staff who need to know the information to complete your work. 

5. Data Retention

We retain your personal data only as long as necessary for tax compliance, legal obligations, or to resolve disputes. 

6. Changes to This Policy

We may update this policy. Continued use of our services indicates acceptance of these changes. 

7. Contact Us

If you have questions, please contact J.Sarid CPA Chartered at 410-581-3500 or Innab@sgsonline.com.

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