Privacy Policy

Overview

GoJo Accountants LLC (“GoJo Accountants”, “Firm”, “we”, “us”, “our”) is an accounting firm that provides taxation, accounting, and consulting services to privately held businesses and individuals. As certified public accountants, we have been and will continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

This Privacy Policy summarizes what information that we collect in connection with the services we provide, how we utilize the personal information, and the options you may exercise regarding the use of, and the ability to correct that information.

Types of Nonpublic Personal Information We Collect

As part of our service engagements, we collect and use nonpublic personal information to provide the services you have requested. We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We may also use your personally identifiable information to inform you of other services offered by GoJo Accountants.

The most common types of information we collect include name, email address, mailing address, birth date, social security number, income and investment sources and amounts, and other tax and financial attributes about you.

When you directly submit personal information to us, you are consenting to the use of your personal information in accordance with this privacy policy. Any consent you provide is entirely voluntary. If you do not accept this privacy policy, then you should not submit any personal information to us through our site.

Website Use

You do not need to send us any personal information to use our site. You may volunteer your personal information, such as your name and contact information, by requesting a free consultation or using the “Contact Us” feature on our site. We may use the personal information you provide through the site to respond to your request(s). If you no longer wish to subscribe to communications we send, you can request that we discontinue any communication by contacting us via email at Info@GoJoAccountants.com.

Client Portal

In providing our services to our clients, we enter into contracts with clients that describe the purpose for which information is collected and used. Individuals that engage with us directly will be asked to consent to provide their personal information to us to perform any services requested. For the transfer of information, clients will be provided access to our secure client portal, operated by a third party.

Our legal basis for processing any personal information provided to us is that you have expressly consented to the practices described in this privacy policy by voluntarily providing your personal information to us, or such processing is necessary for the performance of a contract where we have been engaged to provide you services.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

This privacy policy does not address, and we are not responsible for, the privacy, information, or other practices of any third parties, including any third party operating any site or service to which our site links.

Analytics

GoJo Accountants (www.GoJoAccountants.com) automatically logs certain information about user access to our site, including but limited to user’s internet protocol (IP) address, browser type, referring site, as well as the date and time of each visitor request.

Who we share your data with

We do not disclose any nonpublic personal information obtained while servicing you except as required or permitted by law. Permitted disclosures include providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you; and to comply with federal, state, or local laws.

We do not sell, rent, or lease client or site visitor information to third parties. We will not disclose personal information to third parties, except as set forth in this privacy policy, when we have permission to make the disclosure, or as necessary to fulfill the purpose for which the information was submitted.

How long we retain your data

We retain personal information for only as long as necessary for the intended purpose for which it was collected, unless a longer retention period is required or permitted by law or our document retention policies based on professional standards and best practices. We may also store your name and email address in a customer relationship management tool or marketing automation system for the purpose of managing our relationship with you and/or your company.

What rights you have over your data

If an individual becomes aware that information we maintain about them is inaccurate, or would like to update or review their information, the individual may contact us via email at Info@GoJoAccountants.com. We will take the necessary steps to address your request to the extent consistent with and permitted by laws, regulations, and professional standards applicable to our policies.