Your Privacy Matters to Us
At Jalada, LLC, we take your privacy seriously. We’re committed to protecting your personal and financial information, and to being transparent about how we use it. This policy explains what information we collect, how we use it, and how we keep it safe.
Information We Collect
When you work with Jalada, we may collect personal and financial details necessary to provide our accounting and tax services. This may include:
Contact information such as your name, address, and email
Tax documents and supporting schedules
Financial records and information you share through our secure portals
We only collect the information we need to deliver services effectively and in compliance with the law. We are legally required to collect and maintain certain tax and financial records in order to comply with federal and state regulations governing tax preparation and accounting services.
How We Use Your Information
Your information is used solely for:
Preparing and filing tax returns
Providing accounting, bookkeeping, or advisory services
Communicating with you about your account or related services
Meeting our legal and regulatory obligations
We never sell or share your data for marketing purposes.
Disclosure of Tax Return Information
Federal law prohibits us from sharing your tax return information with third parties without your written consent, except where required by law. If you choose to authorize a disclosure, we will share specific information with a designated financial advisor to assist in providing coordinated financial planning, tax return preperation, or advisory services. This disclosure may include copies of your tax return and supporting documents, and only for the purpose you’ve approved in writing.
Your Consent and Control
You are not required to consent to information sharing to use our services.
When you do consent, it will remain valid for seven (7) years, unless you specify otherwise.
You may limit or revoke your consent at any time by contacting us directly.
You have the right to request that only specific documents or details be shared.
How We Protect Your Data
We use modern, secure systems to protect your information, including:
Encrypted document portals for file transfer
Secure cloud storage and access control
Internal security protocols limiting employee access to sensitive data
We retain data only as long as necessary to fulfill our professional and legal obligations.
Your Rights
You have the right to:
Request a copy of any consent form you’ve signed
Review or correct information we hold about you
Revoke authorization for disclosure at any time
