Privacy
Privacy Policy
Last updated: April 28, 2026
Jim Bales, CPA, PLLC ("we," "our," or "us") respects your privacy. This policy explains what information we collect through jimbalescpa.com, how we use it, and the choices you have. As a licensed Certified Public Accountant, Jim Bales is also bound by the professional confidentiality obligations of the AICPA Code of Professional Conduct, which apply in addition to the terms below.
Information We Collect
When you submit the discovery call form on this site, you voluntarily provide:
- Your name
- Company name (optional)
- Phone number
- Email address
- The services you're interested in
- Any note you choose to include
We also collect basic, non-identifying technical information automatically when you visit the site, including pages viewed, approximate location (city/region), browser and device type, and referring URL. This is collected through PostHog, our analytics provider.
How We Use Your Information
We use information you submit solely to:
- Respond to your inquiry and schedule a discovery call
- Provide accounting, tax, and advisory services if you become a client
- Improve how this website serves prospective clients
We do not sell, rent, or trade your personal information. We do not send marketing emails or newsletters from this form.
Client Confidentiality
If you become a client, all information you share with us is treated as confidential under the AICPA Code of Professional Conduct (Rule 1.700.001) and applicable state law. We will not disclose client information without your consent except as required by law, regulation, or professional standards (for example, in response to a valid subpoena or peer review).
Cookies and Analytics
This site uses PostHog to understand how visitors use the site so we can improve it. PostHog may set cookies or use similar technologies to recognize repeat visits and aggregate behavior. We do not use this data to identify individuals unless they explicitly contact us through the form.
You can disable cookies in your browser settings, opt out of tracking through your browser's "Do Not Track" or "Global Privacy Control" signals, or use a browser extension that blocks analytics scripts. Disabling these will not affect your ability to use the site.
How We Store and Protect Information
Form submissions are transmitted over an encrypted connection (HTTPS) and delivered to Jim directly by email. We retain inquiries only as long as needed to respond and, if you become a client, in accordance with the records-retention requirements that apply to CPAs. We use commercially reasonable security practices, but no method of transmission over the internet is 100% secure.
Third-Party Services
The site is hosted on Vercel and uses PostHog for analytics. These providers process limited technical information on our behalf under their own privacy practices. We do not share form submissions with any third-party marketing platform.
Your Choices
You may request that we correct or delete information you've submitted by contacting us using the details below. If you're a North Carolina resident or are otherwise covered by a state privacy law that grants additional rights (such as the right to access or delete personal data), we'll honor those rights as required.
Children's Privacy
This site is intended for adults seeking professional accounting services. We do not knowingly collect information from children under 13.
Changes to This Policy
We may update this policy from time to time. Material changes will be reflected by updating the "Last updated" date at the top of this page.
Contact Us
If you have questions about this policy or how your information is handled, please reach out: