Last Updated: 12 February 2026
This Privacy Policy explains how B & J Tax Service LLC, Enrolled Agents authorized to represent taxpayers by the U.S. Department of the Treasury, collects, uses, discloses, and protects your information when you visit our website or use our tax and advisory services. We are committed to maintaining the confidentiality, integrity, and security of your personal information.
1. Information We Collect
We may collect the following categories of information:
Personal Information
•Name, address, phone number, email address
•Social Security numbers or Taxpayer Identification Numbers
•Date of birth
•Employment and income information
•Tax documents and financial records
•Banking information for refunds or payments (if provided)
Website & Technical Information
•IP address
•Browser type and device information
•Pages visited and time spent on the site
•Cookies and similar tracking technologies (see Section 7)
Information You Provide Directly
•Forms submitted through our website
•Documents uploaded through secure portals
•Communications via email, phone, or online messaging
2. How We Use Your Information
We use your information to:
•Prepare and file federal, state, and local tax returns
•Represent you before the IRS or state tax authorities
•Provide tax planning, advisory, and bookkeeping services
•Respond to inquiries and provide customer support
•Maintain internal records and comply with legal obligations
•Improve website functionality and user experience
We do not sell your personal information.
3. How We Share Your Information
We may share your information only in the following circumstances:
With Your Consent
•When you authorize us to share information with third parties such as financial institutions, attorneys, or other professionals.
With Service Providers
•Secure software platforms used for tax preparation, e‑signature, document storage, or payment processing.
As Required by Law
•IRS, state tax agencies, courts, or regulatory authorities when legally obligated.
Business Transfers
•In the event of a merger, acquisition, or business restructuring, subject to confidentiality protections.
We do not disclose your tax return information except as permitted under IRS regulations (IRC §7216).
4. Data Security
We use administrative, technical, and physical safeguards to protect your information, including:
•Encrypted data transmission
•Secure client portals
•Access controls and authentication
•Regular software updates and monitoring
While we take reasonable measures to protect your data, no method of transmission or storage is completely secure.
5. Your Rights and Choices
Depending on your location and applicable laws, you may have the right to:
•Access and review your personal information
•Request corrections to inaccurate information
•Request deletion of certain data (subject to legal retention requirements)
•Opt out of non-essential communications
To exercise these rights, contact us at legal@bandjtax.com.
6. Data Retention
We retain your information only as long as necessary to:
•Provide services
•Comply with IRS Circular 230 and record keeping requirements
•Meet legal and regulatory obligations
Tax-related documents are typically retained for a minimum of seven years.
7. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to:
•Improve site performance
•Analyze traffic and usage patterns
•Enhance user experience
You may disable cookies through your browser settings, though some features may not function properly.
8. Third‑Party Links
Our website may contain links to third‑party sites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies.
9. Children’s Privacy
Our services are not intended for individuals under the age of 13 without guardian consent for tax preparation only. We do not knowingly collect information from children.
10. Changes to This Privacy Policy
We may update this Privacy Policy periodically. The “Last Updated” date at the top will reflect the most recent changes. Continued use of our website or services indicates acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, please contact:
B & J Tax Service LLC
3255 Highway 26 W, Lucedale, MS 39452
601-945-2845
legal@bandjtax.com
https://www.bandjtax.com