Who we are
Our website address is: https://jaxestaxes.com/
At Jaxes Taxes, your privacy matters to us. This Privacy Policy explains how we use cookies and similar technologies on our website, including those set by third parties, and how you can manage your preferences.
Comments
When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.
An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.
Media
If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.
Cookies
1. What Are Cookies?
Cookies are small text files that are placed on your device when you visit our website. They help us remember your preferences, improve your experience, and analyze how our website is used.
Some cookies are placed by us (first-party cookies), while others are placed by third parties to provide analytics, advertising, or interactive services.
2. Types of Cookies We Use
Essential Cookies
These cookies enable basic website functionality such as page navigation, security, and form submission. Our site cannot function properly without these.
Analytics and Performance Cookies
We use third-party analytics tools (such as Google Analytics, Meta Pixel, and HubSpot) to understand how visitors interact with our site. These cookies collect aggregated data like page views, session duration, and device information.
Advertising and Retargeting Cookies
Third-party advertising partners (for example, Meta, Google Ads, and LinkedIn) may place cookies to deliver personalized ads or measure ad performance. These cookies may track your browsing behavior across different websites.
Functionality Cookies
These cookies allow the website to remember choices you make (such as preferred language or location) to provide enhanced functionality.
3. How We Use Third-Party Cookies
We allow certain trusted third parties to use cookies and similar technologies on our website to:
- Deliver relevant advertising to users who have shown interest in our services.
- Measure the effectiveness of our marketing campaigns.
- Provide analytics about site traffic and usage patterns.
- Integrate tools such as contact forms, chat widgets, and embedded videos.
These third parties may combine the information they collect with other data you have provided to them or that they have collected elsewhere.
4. Managing Your Cookie Preferences
You can control or delete cookies through your browser settings. Most browsers allow you to:
- View which cookies are stored on your device.
- Block or delete cookies from specific sites.
- Set preferences for accepting cookies.
You may also use third-party tools like the Network Advertising Initiative (NAI) opt-out page or Your Online Choices (in the EU) to manage targeted advertising cookies.
Please note that disabling cookies may affect the functionality of our website.
5. Updates to This Policy
We may update this policy from time to time to reflect changes in our practices or in applicable laws. The “Effective Date” at the top will indicate the most recent revision.
6. Contact Us
If you have any questions about our use of cookies or your privacy rights, please contact us at:
Jaxes Taxes
Email: admin@jaxestaxes.com
Website: jaxestaxes.com
If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.
Privacy Policy for Information Disclosed Through Third-Party Lead Systems
Effective Date: [Insert Date]
Last Updated: [Insert Date]
At Jaxes Taxes, we value your trust and are committed to protecting any personal information you share with us when expressing interest in our services through third-party systems such as Facebook, Instagram, HubSpot, or other lead generation tools (collectively referred to as “third-party platforms”).
This Privacy Policy explains how we collect, receive, and protect lead information disclosed to us through these channels.
This policy does not apply to information provided by clients for actual tax preparation, tax strategy, or professional services, which are subject to stricter federal privacy and Circular 230 standards.
1. Scope
This policy applies only to information you share voluntarily through third-party lead forms, advertisements, or integrations — such as:
- Facebook or Meta Lead Forms
- LinkedIn or Google Ads forms
- Newsletter or consultation sign-up forms connected via HubSpot or similar software
These disclosures occur before any formal engagement or client relationship is established.
2. Information We Receive
Depending on the platform and your submission, we may receive:
- Your name, email address, and phone number
- General information about your interest in tax or advisory services
- Optional details provided through open fields (e.g., “What are your biggest tax concerns?”)
We do not request or collect sensitive tax data (such as Social Security numbers, account details, or income information) through advertising forms.
3. How We Use Lead Information
We use this information solely to:
- Contact you regarding your expressed interest in tax, bookkeeping, or consulting services.
- Schedule consultations or follow up on your requests.
- Maintain communication until you either engage us formally or opt out.
We do not sell or share your lead information for marketing purposes outside of our own business.
4. Use of Third-Party Systems
Our website and advertising campaigns use third-party systems (e.g., Facebook, HubSpot, Google Ads) to manage lead capture, form submissions, and communications.
While we do not intentionally disclose your information to unrelated third parties, you may have already shared information with these platforms by interacting with their ads or systems.
We take reasonable steps to:
- Work only with reputable providers that maintain secure, encrypted systems.
- Review privacy practices and data protection standards of each third-party provider before use.
- Limit the information shared through integrations to what is necessary for communication and scheduling.
However, we cannot control or be responsible for how third-party platforms use data collected independently of our systems.
5. Confidentiality and Circular 230 Notice
As a firm governed by IRS Circular 230, Jaxes Taxes maintains a strict duty of confidentiality regarding taxpayer information obtained in the course of professional services.
Lead information disclosed through marketing systems is not yet considered taxpayer information under federal law until you formally engage us as a client.
Once a formal engagement begins:
- Any tax-related or personally identifying financial information you share becomes confidential and protected under IRS Circular 230 and related privacy laws.
- We do not disclose such information to any third party without your explicit written consent or as required by law.
6. Data Retention
Lead data submitted through third-party forms may be retained within our CRM (such as HubSpot) for up to 24 months for follow-up or remarketing, unless you request deletion sooner.
If you become a client, your information transitions under our client confidentiality and data protection policy, which supersedes this one.
7. Your Rights and Control
You can request at any time to:
- Review the information we’ve received from you.
- Correct or delete your contact record.
- Opt out of all future communications.
To make such a request, please contact us at:
Email: Admin@jaxestaxes.com
Website: jaxestaxes.com
8. Policy Updates
We may update this Privacy Policy from time to time to reflect changes in our advertising platforms, technology partners, or compliance obligations. Updates will be posted here with a revised “Effective Date.”
9. Contact
If you have any questions about this policy, our third-party systems, or how your lead information is handled, please contact:
Jaxes Taxes
Admin@jaxestaxes.com
Notice:
Submitting information through a third-party lead form does not establish a professional relationship with Jaxes Taxes. No taxpayer information, legal advice, or representation is provided until an engagement letter is executed.
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.
Who we share your data with
If you request a password reset, your IP address will be included in the reset email.
How long we retain your data
If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.
For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.
What rights you have over your data
If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.
Where your data is sent
Visitor comments may be checked through an automated spam detection service.