Privacy Policy

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Effective Date: September 01, 2025

At JM Tax & Books, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect information provided through our website, text messaging, email communications, and services.

We may collect personal information including:

• Name 
• Phone number 
• Email address 
• Mailing address 
• Tax and financial documents 
• Business information 
• Any information voluntarily submitted through forms, email, phone calls, or text messages 

We use the information you provide to:

• Provide bookkeeping, tax preparation, and business support services 
• Communicate with clients regarding appointments, deadlines, document requests, and account updates 
• Respond to customer service inquiries 
• Send service-related text messages and reminders 
• Process payments and maintain business records 
• Comply with legal and regulatory requirements 

By providing your phone number, you consent to receive conversational and service-related text messages from JM Tax Prep & Bookkeeping. These messages may include appointment reminders, document requests, account updates, tax filing reminders, and customer support communications.

Message frequency may vary. Message and data rates may apply.

You may opt out of receiving text messages at any time by replying STOP. For assistance, reply HELP or contact us directly.

We do not sell, rent, or share your mobile information with third parties for marketing purposes.

We do not sell or trade your personal information. Information may only be shared with trusted service providers or government agencies when necessary to provide services, comply with the law, or complete authorized tax and financial filings.

We take reasonable administrative and technical measures to protect your information from unauthorized access, disclosure, or misuse.

Our website may use cookies or analytics tools to improve website functionality and user experience.

You may contact us at any time to request updates or corrections to your personal information.

JM Tax Prep & Bookkeeping

Josh@JMTaxAndBooks.com

www.JMTaxAndBooks.com

631-600-8501 – Office

631-559-9203 – Cell 

If you have questions regarding this Privacy Policy, please contact us directly.