Security

Effective Date: Jan 1, 2026

Privacy & Security

Jefferson Tax Solutions LLC (“Jefferson Tax Solutions,” “we,” “us,” or “our”) recognizes the sensitive nature of tax, financial, and personal information entrusted to us. We are committed to protecting information through reasonable administrative, technical, and physical safeguards appropriate to the nature of the information we maintain.

Information We Collect

We may collect information you voluntarily provide through this website, including your name, email address, telephone number, and information submitted through contact, consultation, or other forms.

Additional personal, financial, and tax information may be collected when you engage Jefferson Tax Solutions for professional services. The information collected will depend on the nature and scope of the services requested.

How We Use Information

Information may be used to:

  • Respond to inquiries and consultation requests
  • Evaluate potential services and client needs
  • Provide tax preparation, tax resolution, and related professional services
  • Communicate regarding requested services or an engagement
  • Maintain appropriate business and professional records
  • Comply with applicable legal, regulatory, and professional obligations
  • Protect the security and integrity of our systems and operations

Confidentiality

We treat client and taxpayer information as confidential and handle such information in accordance with applicable law, professional obligations, and the terms of any applicable engagement.

Information Security

We maintain safeguards designed to reduce the risk of unauthorized access, disclosure, alteration, or misuse of information. These safeguards may include access controls, authentication procedures, secure information-handling practices, system protections, and internal security policies.

No electronic transmission or storage system can be guaranteed to be completely secure. Accordingly, you should exercise appropriate caution when transmitting sensitive information over the internet.

Please do not submit Social Security numbers, tax returns, financial account information, account credentials, or other highly sensitive documents through an unsecured website form unless specifically instructed to do so through an authorized secure channel.

Third-Party Services

Our website and business operations may utilize third-party service providers for functions such as website hosting, communications, scheduling, document management, payment processing, analytics, and other business services. Information may be processed by these providers as necessary to perform their services and subject to applicable legal, contractual, and security requirements.

Data Retention

We retain information for periods reasonably necessary to provide services, maintain appropriate business and professional records, comply with legal and regulatory obligations, resolve disputes, and enforce applicable agreements.

Security Incidents

If we determine that a security incident has occurred involving information for which notification is legally required, Jefferson Tax Solutions will take appropriate action consistent with applicable law.


Terms of Use

By accessing or using the Jefferson Tax Solutions website, you agree to these Terms of Use. If you do not agree with these terms, please discontinue use of the website.

Informational Purposes Only

The content provided on this website is intended for general informational and educational purposes only. Website content does not constitute legal, tax, accounting, or financial advice and should not be relied upon as a substitute for professional advice concerning your specific circumstances.

Tax laws, regulations, and administrative procedures are subject to change, and information presented on this website may not reflect the most current requirements.

No Client Relationship

Your use of this website, submission of a contact form, email, or other communication with Jefferson Tax Solutions does not, by itself, establish a professional-client relationship.

A professional engagement is established only when Jefferson Tax Solutions agrees to provide services and the applicable engagement terms have been accepted.

No Guarantee of Results

Tax resolution outcomes depend on the facts and circumstances of each taxpayer and on applicable laws, regulations, and administrative procedures.

Jefferson Tax Solutions does not guarantee a particular tax outcome, reduction of tax liability, acceptance of an Offer in Compromise, approval of an installment agreement, penalty abatement, or any other specific result.

IRS and Government Agencies

Jefferson Tax Solutions LLC is an independent private business and is not affiliated with, endorsed by, or sponsored by the Internal Revenue Service, U.S. Department of the Treasury, or any other government agency, unless expressly stated otherwise.

Artificial Intelligence & Technology

Jefferson Tax Solutions may utilize artificial intelligence, automation, and other technology to support internal workflows, research, information organization, administrative processes, and analytical functions.

Technology-assisted processes do not replace professional judgment. Tax matters are evaluated by qualified professionals based on the facts and circumstances of each matter. The use of technology does not independently determine a client's tax position, eligibility, or expected outcome.

Website Accuracy

We make reasonable efforts to maintain accurate and current information on this website. However, Jefferson Tax Solutions does not warrant that website content is complete, accurate, current, or free from errors or omissions.

Third-Party Websites

This website may contain links to third-party websites or resources. These links are provided for convenience only. Jefferson Tax Solutions does not control and is not responsible for the content, availability, security, privacy practices, or policies of third-party websites.

Intellectual Property

Unless otherwise stated, the content of this website, including text, graphics, logos, designs, images, and other materials, is owned by or licensed to Jefferson Tax Solutions LLC and is protected by applicable intellectual-property laws.

Unauthorized reproduction, modification, distribution, or use of website content is prohibited except as permitted by law.

Limitation of Liability

To the fullest extent permitted by applicable law, Jefferson Tax Solutions LLC and its owners, employees, contractors, and representatives shall not be liable for losses or damages arising from your use of, or reliance upon, information contained on this website.

Nothing in these Terms of Use is intended to exclude or limit liability that cannot legally be excluded or limited under applicable law.

Changes to These Terms

Jefferson Tax Solutions may modify these Terms of Use or its privacy and security practices from time to time. Updated provisions will be posted on this page with a revised effective date. Continued use of the website following such changes constitutes acceptance of the revised terms to the extent permitted by law.

Governing Law

These Terms of Use shall be governed by and interpreted in accordance with the laws of the State of Nevada, except to the extent that applicable federal law controls.

Contact

Questions regarding these Terms of Use, privacy, or security practices may be directed to:

Jefferson Tax Solutions LLC
Email: info@jeffersontaxsolutions.com