Privacy Policy

• JSB Advisory LLC (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy describes how we collect, use, safeguard, and disclose information obtained through our website and professional services.

Information We Collect

We may collect personal information including, but not limited to:

• Name, address, email address, and phone number

• Social Security Number or ITIN (when applicable)

• Financial and tax-related information

• Immigration or residency status information relevant to tax compliance

How We Use Information

We use client information solely for:

• Providing tax preparation, advisory, and compliance services

• Meeting federal, state, and international tax reporting requirements

• Communicating with clients regarding services and obligations

• Complying with legal, regulatory, and professional standards

Information Sharing

We do not sell, rent, or disclose personal information to third parties except:

• When required by law or regulation

• When necessary to provide professional services (e.g., IRS, state tax authorities, FinCEN)

• With client authorization

Data Retention

• Client records are retained in accordance with IRS regulations, professional standards, and applicable laws.

Updates

• This Privacy Policy may be updated periodically. Continued use of our website or services constitutes acceptance of any changes.