Privacy Policy

Last Updated: January 26, 2026

Cade T. Jones, CPA, P.C. ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information.

1. Information We Collect

We may collect personal information that you provide to us directly, including but not limited to:

Contact information (Name, Email Address, Phone Number, Mailing Address)
Financial and tax-related documents necessary for accounting services
Information provided through contact forms or communications

2. How We Use Your Information

We use the information we collect to:

Provide professional accounting, tax, and advisory services.
Communicate with you regarding your account, appointments, or documents.
Send appointment reminders or status updates via email or text message (SMS).
Comply with legal and regulatory obligations.

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share information with trusted third-party service providers who assist us in operating our business (such as secure client portals or tax software), provided those parties agree to keep this information confidential.

SMS Consent Policy:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Security

We implement a variety of security measures to maintain the safety of your personal information. Your personal information is contained behind secured networks and is only accessible by a limited number of persons who have special access rights to such systems and are required to keep the information confidential.

5. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Cade T. Jones, CPA, P.C.
Rexburg, ID
Email: admin@cadejonescpa.com
Phone: (208) 538-4045