01 / COLLECTION
Information we collect
At Jeter & Le, LLC, we are committed to respecting your privacy concerns with the information you have entrusted us with. We have adopted the following Privacy Policy in accordance with applicable laws, regulations and professional standards of confidentiality as we collect certain non-public personal information about you from the following sources:
- Information we receive from you on tax organizers, worksheets and other documents;
- Information you provide to us orally and through emails; and
- Information you authorize us to receive from brokerage firms, investment advisory firms, law firms, banks and mortgage companies, other CPA firms, the Internal Revenue Service and other authorized third parties.
02 / USE & DISCLOSURE
How we use information
The information referenced above is collected for the purpose of providing you tax and accounting services. Any personal information received from you will be retained by us and not released to third parties, except as required or permitted by law or authorized by you.
03 / SECURITY
Safeguarding information
We maintain physical, electronic & procedural security measures to safeguard your information. We restrict access to your personal information to those of our firm or third party service providers who need to know such information in order to provide the services you request.
04 / RECORDS
Records disposal
We will dispose of any records containing non-public personal information by shredding or other means. We may also engage an outside vendor engaged in the business of disposing of records (in the same manner described above) to assist in the destruction of your personal records.
05 / CONSENT & UPDATES
Consent & policy changes
By using our website, you consent to our collection and use of your personal information as described in this Privacy Policy. If we change our privacy policies and procedures, we will post those changes on our website to keep you aware of what information we collect, how we use it and under what circumstances we may disclose it.