Privacy Policy

1. Who We Are

J Bravo & Associates ("we," "us," or "our") is a professional tax preparation and advisory firm located at 8318 University Ave, La Mesa, CA 91942. We operate the website jbaprotax.com. For privacy inquiries, contact us at taxes@jbaprotax.com or (619) 462-6800.

2. Information We Collect

We may collect the following information when you use our website or contact us:

• Name, email address, and phone number (when you submit a contact form or join our waitlist)
• Messages and questions submitted through our AI-powered chat assistant
• General usage data (pages visited, browser type) via standard web analytics

3. AI-Powered Chat Disclosure

Our website includes an AI-powered chat assistant to answer general tax questions. This assistant uses generative artificial intelligence technology. Conversations may be processed by our AI provider (Anthropic) to generate responses. Please do not share sensitive personal or financial information through the chat. For confidential tax matters, contact us directly at taxes@jbaprotax.com.

4. How We Use Your Information

• To respond to your inquiries and provide tax services
• To send appointment reminders or follow-up communications
• To improve our website and services
• We do not sell your personal information to third parties

5. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have the right to:

• Know what personal information we collect about you
• Request deletion of your personal information
• Opt out of the sale of your personal information (we do not sell data)
• Non-discrimination for exercising your privacy rights

To exercise these rights, contact us at taxes@jbaprotax.com or (619) 462-6800.

6. Data Security

We implement reasonable security measures to protect your information. However, no method of transmission over the internet is 100% secure. For sensitive tax documents, we use encrypted client portals.

7. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

8. Contact Us

J Bravo & Associates
8318 University Ave, La Mesa, CA 91942
taxes@jbaprotax.com
(619) 462-6800