Privacy Policy

J Joy CPA PLLC

Last Updated: July 2026

J Joy CPA PLLC (the “Firm”) respects privacy and is committed to protecting the personal information shared, both through the website (jjoycpa.com) and in the course of providing tax and accounting services. This Privacy Policy explains what information is collected, how it is used, and the rights regarding this data.

This Policy applies to visitors of the website and to clients and prospective clients who submit information through contact forms or during the engagement process.

1. Information Collected

Website Visitors: When visiting jjoycpa.com, basic technical information such as IP address, device type, browser, and pages visited may be collected through standard hosting and security tools.

Contact and Intake Forms: When the “Ready to Get Started” contact form is submitted, the Firm collects the information voluntarily provided, which may include:

• Name

• Email address

• Phone number

• Preferred contact method

• Services of interest

• Details describing tax or accounting needs

The contact form explicitly asks that sensitive financial documents, Social Security numbers, or other highly sensitive tax data not be submitted through the website form. Such information should be exchanged through a secure client portal or other secure channels once an engagement begins.

Client Engagement Information: If an engagement is established, the Firm collects additional information necessary to provide tax and accounting services, including financial records, tax documents, and related personal or business financial information, in accordance with the signed engagement letter.

2. How Information is Used

The information collected is used to:

• Respond to inquiries submitted through the website

• Schedule consultations and calls

• Provide tax preparation, advisory, and accounting services

• Communicate regarding the engagement

• Comply with legal, regulatory, and professional obligations

• Improve the website and user experience

3. SMS/MMS Privacy & Consent

If you opt in to receive text messages from the Firm, you consent to receive automated SMS/MMS messages for appointment reminders, service updates, account notifications, and related communications. Message frequency varies.

• To stop receiving messages, reply STOP to the number texting you. A confirmation message will be sent.

• To rejoin, you must text START, UNSTOP, or submit your information again through a Firm website form.

• Message and data rates may apply. Carriers are not liable for delayed or undelivered messages.

• You must be 18+ and have permission to enroll a mobile number. Consent is not required to obtain services.

4. How Information is Shared

The Firm does not sell personal information. Information may be shared with:

• Service providers assisting with hosting, communication, analytics, or document processing

• Professional partners who help deliver tax, accounting, or compliance support

• Governmental or regulatory agencies when legally required

• SMS/MMS providers for message delivery

All sharing is conducted under confidentiality expectations and only for operational or legal purposes.

5. Professional Confidentiality Obligations (TSBPA Compliance)

As a CPA licensed by the Texas State Board of Public Accountancy (TSBPA), the Firm is bound by professional confidentiality rules. Specifically:

• 22 Texas Administrative Code §501.75: The Firm is prohibited from disclosing confidential client information obtained during a professional engagement without client consent, except as permitted or required by law.

• 22 Texas Administrative Code §501.76: Client records provided to the Firm remain the client’s property and will be returned upon request in accordance with Board rules.

• Data Breach: In the event of a data breach affecting client records, the Firm will notify affected clients in writing in accordance with Board requirements.

6. Cookies and Website Analytics

The Firm may use cookies, tracking pixels, and similar technologies to analyze traffic, personalize the experience, and improve performance. You can manage cookie preferences through your browser settings.

7. Third-Party Service Providers & Links

The Firm uses trusted third-party service providers (such as hosting, practice management, and tax preparation software) that process data on the Firm’s behalf but are not authorized to use information for their own independent purposes. This website may contain links to third-party sites; the Firm is not responsible for the privacy practices or content of those sites.

8. Data Security and Retention

The Firm takes reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. Client records and work papers are retained in accordance with TSBPA recordkeeping rules and applicable IRS and state recordkeeping requirements.

9. Your Rights

Individuals may request:

• Access to the personal information held

• Correction of inaccurate information

• Deletion of information, where consistent with professional recordkeeping obligations

• Opt-out of SMS messages at any time

• Change of communication preferences

To make a request, contact the Firm using the information below.

10. Children’s Privacy

The website and services are not directed toward individuals under the age of 18, and the Firm does not knowingly collect personal information from minors. Individuals under the age of 18 should only interact with the Firm through their parent or legal guardian.

11. Changes to This Policy

This Privacy Policy may be updated from time to time. The “Last Updated” date at the top of this page will reflect the most recent revision. Continued use of the website or services means you accept the updated terms.

12. Direct Inquiry