Last Updated: Jan 28, 2026
Introduction
John E Geantasio CPA LLC (“Company,” “we,” “our,” or “us”) is committed to protecting the privacy, confidentiality, and security of our clients’ personal and financial information. As a certified public accounting firm operating in the State of New Jersey, we adhere to applicable federal and New Jersey state laws, professional standards, and ethical obligations governing data privacy and confidentiality.
This Privacy Policy explains how we collect, use, store, protect, and disclose information when you visit our website, use our client portal, submit forms, or engage with our accounting, tax, and advisory services.
Information We Collect
1. Personal Information
We may collect personal information you voluntarily provide, including but not limited to:
- Full name
- Email address
- Phone number
- Mailing address
- Business and entity information
2. Financial and Tax Information
In order to provide professional accounting and tax services, we may collect sensitive information such as:
- Social Security numbers or tax identification numbers
- Income, expense, and payroll data
- Financial statements
- Business records
- Supporting tax and compliance documents
3. Website & Technical Information
When you visit our website, we may automatically collect:
- IP address
- Browser type and device information
- Pages visited and interaction data
This information is used solely for security, analytics, and website performance improvement.
How We Use Your Information
We use collected information strictly for legitimate business and professional purposes, including:
- Providing accounting, tax preparation, tax planning, and advisory services
- Communicating with clients regarding services, documentation, or account matters
- Operating and maintaining our secure client portal
- Meeting legal, regulatory, and professional compliance requirements
- Improving our internal systems and service quality
We do not sell, rent, or trade client personal or financial information.
Data Security & Safeguards
John E Geantasio CPA LLC implements reasonable and appropriate administrative, technical, and physical safeguards to protect client information, including:
- Secure client portals and controlled system access
- Encryption and secure data transmission where applicable
- Internal access controls and confidentiality policies
- Use of reputable technology service providers
Access to sensitive information is limited strictly to authorized personnel on a need-to-know basis.
CPA Confidentiality Obligations (New Jersey)
As a New Jersey–based CPA firm, we are bound by:
- The AICPA Code of Professional Conduct
- Applicable New Jersey State Board of Accountancy regulations
- Federal and state privacy and confidentiality laws
Client information is treated as confidential and is disclosed only:
- To provide requested professional services
- With client authorization
- When required by law, regulation, or court order
SMS & Electronic Communications
If you opt in to receive SMS or electronic communications, messages may include:
- Document upload reminders
- Client portal notifications
- Appointment or service-related updates
These messages are informational and service-related, not promotional.
You may opt out of SMS communications at any time by replying STOP.
Sharing of Information
We may share information only in limited circumstances, including:
- With secure third-party service providers who assist in operating our systems or client portal
- To comply with legal, regulatory, or professional obligations
- To protect our legal rights or prevent fraud or misuse
All third parties are required to maintain appropriate confidentiality and data security standards.
Cookies & Website Tracking
Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may disable cookies through your browser settings; however, some site features may not function properly as a result.
Your Privacy Rights (New Jersey & U.S.)
Clients and website visitors may have the right to:
- Request access to their personal information
- Request correction of inaccurate data
- Request deletion of information where legally permissible
Requests may be submitted using the contact information below. We will respond in accordance with applicable laws and professional obligations.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of external websites.
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.
Contact Information
If you have questions about this Privacy Policy or how your information is handled, please contact:
John E Geantasio CPA LLC
Phone: +1 732-974-8811
Email: donna@johngeantasio.com
