Privacy policy

Effective Date: January 19, 2026

Paula Pardee Jordan CPA PLLC (“we,” “us,” “our,” or “the Firm”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, communicate with us, or use our services—including SMS/text messaging communications.

By using our website or providing your information to us, you agree to the terms of this Privacy Policy.

  1. Information We Collect

We may collect the following categories of information:

1.1 Personal Information You Provide

  • Name
  • Email address
  • Phone number (including mobile number)
  • Mailing address
  • Business or tax-related information submitted for services
  • Documents uploaded or submitted through secure portals
  • Any information provided through forms, emails, calls, or SMS messages

1.2 Automatically Collected Information (Website Analytics)

When you interact with our website, we may automatically collect:

  • IP address
  • Browser type
  • Device type
  • Pages visited
  • Referring URL
  • Time and date of visit

This data helps us improve our website and user experience. We do not sell or share this information for advertising.

1.3 Cookies and Similar Technologies

Our website may use cookies or analytics tools (e.g., performance or security cookies).
You may disable cookies through your browser settings.

  1. How We Use Your Information

We may use the information we collect to:

  • Provide accounting, tax, and advisory services
  • Communicate with you about appointments, documents, deadlines, or service updates
  • Send SMS/text message reminders or alerts
  • Respond to inquiries
  • Maintain internal records
  • Improve our website, services, and client interactions
  • Comply with applicable laws, regulations, and professional standards

We do not use or share your information for unrelated marketing purposes.

  1. SMS/Text Messaging Policy

We may use SMS/text messaging to communicate with clients who voluntarily provide their mobile numbers.

3.1 Consent

By providing your mobile number and opting in, you consent to receive service-related text messages from us.
Message frequency varies.

3.2 Required Disclosure: No Data Sharing

We do not share, sell, rent, or disclose your mobile number, SMS opt-in data, or SMS message content to third parties or affiliates for marketing or promotional purposes.

This includes:

  • Your phone number
  • Your SMS opt-in status
  • Message content
  • Message metadata

Mobile information will not be shared with third parties for their marketing purposes under any circumstances.

This language is required by mobile carriers and SMS compliance standards.

3.3 Opt-Out Instructions

You may opt out of receiving SMS messages at any time by replying STOP.
Reply HELP for assistance.
Standard message and data rates may apply.

  1. How We Protect Your Information

We use industry-standard administrative, physical, and technical safeguards to protect personal data, including:

  • Secure client portals
  • Access controls for authorized personnel only
  • Encryption where appropriate
  • Data retention and disposal practices compliant with professional standards

No system is fully secure, but we take reasonable measures to protect your data.

  1. Third-Party Service Providers

We may use trusted third-party vendors to support our operations, such as:

  • Secure document portals
  • Email communication systems
  • SMS/text service platforms (e.g., RingCentral)
  • IT and cloud hosting providers

These providers are contractually prohibited from using your information for their own purposes.
They do not receive your SMS opt-in data for marketing use.

  1. Links to External Websites

Our website may contain links to external sites we do not control.
We are not responsible for their privacy practices or content.

  1. Children’s Privacy

Our services are not directed at children under 13.
We do not knowingly collect information from children.

  1. Data Retention

We retain personal information only as long as necessary to:

  • Provide services
  • Meet legal, regulatory, and professional obligations
  • Maintain required business records
  1. Your Rights

Depending on your jurisdiction, you may have rights to:

  • Access your personal information
  • Request corrections
  • Request deletion (subject to legal and professional restrictions)
  • Request information about how your data is used

Requests may be submitted using the contact information below.

  1. Changes to This Privacy Policy

We may update this Privacy Policy periodically.
The updated version will include a new “Effective Date” and will be posted on our website.

  1. Contact Us

If you have questions about this Privacy Policy or our data practices, you may contact us at:

Paula Pardee Jordan CPA PLLC
PJ@PaulaJordanCPA.com
(727) 300-1001
6401 1st Ave S, Ste 2
St Petersburg, FL 33707