Client Privacy Bill of Rights
JR Shelton Bookkeeping & Consulting Services, LLC
We are committed to protecting your privacy, securing your data, and upholding the highest standards of confidentiality. Our practices are governed by applicable federal and state privacy laws, IRS regulations (including IRC §7216), the Gramm-Leach-Bliley Act (GLBA), the FTC Safeguards Rule, and applicable professional standards. Your trust is the foundation of our practice.
Right to Transparency
You have the right to know what personal information we collect — including contact, tax, payroll, financial, and identity verification data — and why we collect it. We collect only what is necessary to provide our services.
Right to Data Security
You have the right to reasonable administrative, technical, and physical safeguards. We maintain a written information security program appropriate to the size and nature of our business.
Right to Confidential Tax Information
Tax return information is protected under IRC §7216 and applicable regulations. We do not use tax return information for marketing, cross-selling, or any non-tax purpose. Written consent is required before any disclosure requiring taxpayer authorization.
Right to Access & Correction
You may request access to or correction of personal information we maintain about you, subject to applicable legal and professional recordkeeping requirements. Certain records may be retained as required by law.
Right to Limited Use & Disclosure
Your data is never sold, rented, or disclosed for marketing or unrelated commercial purposes. Information is shared only when legally required, necessary to provide services, or at your written direction.
Right to Secure Communication
You have the right to use our secure client portal for document exchange. We employ encryption, secure platforms, and verification procedures. We strongly recommend using the portal rather than standard email for sensitive documents.
Right to Breach Notification
If a security incident requires notification, we will provide notice as required by applicable law, including the Florida Information Protection Act and applicable federal requirements, and will coordinate with relevant service providers.
How We Safeguard Your Information
Administrative Safeguards
  • Written information security program
  • Internal policies and access controls
  • Vendor and third-party oversight
  • Data retention: 7 years, then secure deletion
Technical Safeguards
  • Encrypted secure client portal (MyCase)
  • Security tooling, firewalls, and system monitoring
  • Microsoft-secured email and document backup
  • No invasive tracking or session replay tools
Physical Safeguards
  • Restricted office access and secure document storage
  • Physical documents scanned; originals returned to client
  • Retained physical copies securely shredded post-filing
Client Responsibilities
Protect Your Credentials
Safeguard your portal login credentials and do not share portal access with unauthorized individuals.
Report Suspicious Activity
Promptly notify us of any suspicious communications, unauthorized access attempts, or potential security concerns related to your account.
Keep Contact Information Current
Maintain accurate and up-to-date contact information to ensure timely delivery of important notices, documents, and compliance communications.
Questions, Concerns & Dispute Resolution
How to Reach Us
Submit privacy concerns, data use inquiries, or complaints directly to our office. All requests receive a written acknowledgment and are reviewed internally. We are committed to responding promptly and professionally.
  • Phone: 813.510.5416
  • Mail: 13875 Carlow Park Drive, Riverview, FL 33579
Internal Review Process
  • All privacy concerns are logged and reviewed internally
  • Written response provided within a reasonable timeframe
  • Escalation to legal counsel available if required
  • Clients may also contact applicable regulatory authorities
Our Commitment: JR Shelton Bookkeeping & Consulting Services, LLC is bound by an ethical and legal duty to protect your confidential information. We uphold the principles of integrity, transparency, and professional responsibility in every aspect of our data practices. Your privacy is not a compliance checkbox — it is a core obligation we take seriously.

Governing Policy: This Client Privacy Bill of Rights is derived from and governed by our full Privacy Policy (Effective Date: October 31, 2023 | Last Updated: February 24, 2026). In the event of any conflict, the full Privacy Policy controls. Updates to this document will reflect revisions to the underlying policy.
© 2026 JR Shelton Bookkeeping & Consulting Services, LLC. All rights reserved.
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