This policy describes information collected through this public website. A separate client privacy notice is provided when a client relationship begins.
Information we collect
When you use the contact form, we collect your name, email address, phone number if provided, the general subject of your inquiry, and your message. Please do not submit Social Security numbers, account numbers, tax documents, or other sensitive financial details through the form.
How we use information
We use contact information to respond to your inquiry, determine whether our services may fit your needs, maintain business records, protect the website, and comply with legal obligations. Submitting the form does not create a client relationship.
Sharing and sale
We do not sell or rent personal information. We may share limited information with service providers that help operate the website or communications, subject to appropriate confidentiality obligations, or when required by law.
Cookies and analytics
The website may use essential cookies and basic analytics to understand site traffic and maintain security. We do not use this information to make decisions about visitors. Browser settings may allow you to limit cookies.
Retention and security
We keep inquiry information only as long as reasonably necessary for the purposes described here and use reasonable administrative and technical safeguards. No internet transmission or storage system can be guaranteed completely secure.
California privacy rights
California residents may ask to know, correct, or delete personal information we maintain about them, subject to applicable exceptions. You may also ask about our information practices. We will verify requests before responding and will not discriminate against anyone for exercising applicable privacy rights.
Contact us
For a privacy request or question, email info@jacobson.tax, call 707-224-7420, or write to Jacobson Tax, Inc., 1030 Seminary Street, Suite A, Napa, California 94559.
Changes
We may update this policy as our website practices or legal obligations change. The effective date above identifies the current version.
Draft for review. This website policy does not replace the separate client privacy notice provided at engagement.