Privacy Policy

JW Tax & Consulting (“JW Tax & Consulting,” “we,” “us,” or “our”) provides tax and consulting services. This Privacy Policy explains how we collect, use, disclose, and safeguard personal information when you visit https://jwtaxandconsulting.com/ (the “Site”), use our services, or opt in to receive SMS/text messages from us.

Plain-language promise: We do not sell your personal information. We do not share mobile numbers, SMS opt-in data, or consent with third parties or affiliates for marketing or promotional purposes.

1. Who we are

JW Tax & Consulting provides tax and consulting services. This Privacy Policy applies to your use of our Site and services.

2. Scope

This policy applies to information we collect:

• On our Site and any linked pages we control.
• Via web forms, live chat, email, phone, and SMS.
• From clients and prospective clients in connection with our services.

3. What personal information we collect

The categories of personal information we may collect include:

• Identifiers – name, postal address, email address, phone number, IP address, device identifiers.
• Professional / account data – company, role/title, account credentials (if you create an account or portal login).
• Financial information – limited payment details you provide to pay invoices (processed by our payment processors).
• Tax and consulting engagement information – documents you upload, SSNs/TINs and other sensitive data you voluntarily provide so we can perform services (handled under strict confidentiality and professional standards).
• Communications – messages you send us via forms, email, phone, or SMS.
• Internet / technical data – browser type, device type, pages visited, referring URLs, approximate location, and other analytics data collected via cookies and similar technologies.
• Marketing preferences & consent records – including your explicit consent (or withdrawal) for SMS or email marketing.

CPRA note on sensitive personal information (California): we use sensitive personal information (e.g., SSN/TIN provided in engagement documents) only to provide services, meet legal obligations, prevent fraud, and secure accounts. We do not use it to infer characteristics or for advertising.

4. How we collect personal information

• Directly from you when you provide it to us (e.g., completing a form, booking an appointment, sending documents, opting in to SMS).
• Automatically through cookies, pixels, and similar technologies.
• From service providers and partners who help us operate our Site, deliver services, process payments, or analyze performance.

5. How we use personal information

• Provide, operate, and improve our services and Site.
• Communicate with you, including appointment reminders, document requests, filing deadline alerts, account notifications, service updates, and (if you opt in) marketing or promotional texts/emails.
• Maintain business records, comply with professional standards, and meet legal, tax, and regulatory obligations.
• Detect, prevent, and protect against fraud, abuse, security risks, and other harmful activity.
• Analyze Site performance, user behavior, and effectiveness of our marketing.

Legal bases for EU/UK users (GDPR): consent, contract performance, legal obligation, and our legitimate interests (e.g., to secure our services and improve our Site).

6. SMS/Text Messaging

When you opt in to receive SMS from JW Tax & Consulting, you agree to receive text messages that may include (by way of example):

• Appointment reminders and updates.
• Document and filing deadline alerts.
• Account or service notifications.
• Occasional promotional or marketing messages (only if you have consented to marketing).

Message frequency may vary. Message and data rates may apply. To opt out at any time, reply STOP. For assistance, reply HELP or visit https://jwtaxandconsulting.com/.

Wireless carriers are not liable for delayed or undelivered messages.

Consent to receive marketing texts is not a condition of purchase.

We do not sell or share mobile subscriber data. We do not share mobile numbers, SMS opt-in data, or consent with third parties or affiliates for marketing or promotional purposes.

We log your consent (date, time, source) and your opt-out preferences to ensure compliance.

7. Who we share personal information with

• Service providers and processors who perform services on our behalf (e.g., hosting, SMS delivery, email, analytics, payment processing, document management, secure portals). These parties are contractually obligated to use your information only for our instructions and not to sell it.
• Professional advisers (e.g., attorneys, accountants) when necessary to obtain advice or comply with legal obligations.
• Regulators, law enforcement, or courts when required by law or to protect rights, safety, and property.
• Business transfers – in connection with a merger, sale, or asset transfer, subject to appropriate confidentiality protections.

We do not sell personal information. We do not share SMS consent with third parties.

8. Cookies and similar technologies

We use cookies, pixels, and similar tools to:

• Operate core Site features.
• Measure and improve performance.
• Understand how visitors use the Site.
• Support marketing (if applicable).

You can manage cookie preferences in your browser settings. Where required, we present a cookie banner and honor your selections.

9. Your privacy rights

Depending on your location, you may have rights to:

• Access, correct, or delete your personal information.
• Opt out of marketing communications (including SMS by texting STOP).
• Restrict or object to certain processing.
• Withdraw consent where processing is based on consent.
• Request portability of certain data.

California (CCPA/CPRA): you have the right to know, delete, correct, and opt out of certain sharing or targeted advertising. We do not sell your personal information. You may use an authorized agent to make a request on your behalf; we will verify both your identity and the agent’s authority.

EU/UK GDPR: you may lodge a complaint with your local supervisory authority if you believe our processing violates applicable law.

How to exercise rights: email info@jwtax.net or write to us at the postal address in §16. We may verify your identity before fulfilling your request.

10. Data retention

We retain personal information as long as necessary to:

• Provide services and maintain business records.
• Comply with professional, legal, and tax obligations.
• Resolve disputes and enforce agreements.

When data is no longer needed, we securely delete or anonymize it.

11. Security

We implement administrative, technical, and physical safeguards designed to protect personal information. However, no system is 100% secure. If you believe your personal information has been compromised, please contact us immediately.

12. Children’s privacy

Our services are not intended for children under 13 (or the age of digital consent in your jurisdiction). We do not knowingly collect personal information from children without appropriate parental/guardian consent. If you believe a child has provided us data, contact us to request deletion.

13. International data transfers

If you are outside the United States, your information may be processed in the U.S. and other countries that may not provide the same level of data protection as your home jurisdiction. Where required, we use appropriate safeguards (e.g., Standard Contractual Clauses).

14. Do Not Track

Our Site does not currently respond to Do Not Track signals. You can control many tracking technologies through your browser settings and cookie preferences.

15. Changes to this Privacy Policy

We may update this policy from time to time. The “Effective date” at the top indicates when it was last revised. Material changes will be posted on this page and, when appropriate, communicated to you.

16. Contact us

If you have questions, requests, or complaints about this Privacy Policy or our data practices, contact us:

JW Tax & Consulting
Website: https://jwtaxandconsulting.com/
Email: info@jwtax.net
Mailing address: 500 N. Central Expressway, Ste 500, Plano, TX 75074

JW Tax & Consulting – SMS Terms of Service

Effective date: July 24, 2025

By opting into SMS from a web form or other medium, you agree to receive SMS messages from JW Tax & Consulting at the phone number you provided. These may include: appointment reminders, document and filing deadline alerts, account notifications, service-related messages, and—if you consent—promotional or marketing messages.

• Message frequency may vary.
• Message and data rates may apply.
• Reply STOP to any message to opt out.
• Reply HELP for assistance or visit https://jwtaxandconsulting.com/.
• Consent to receive marketing texts is not a condition of purchase.
• Wireless carriers are not liable for delayed or undelivered messages.
• We do not sell or share mobile subscriber data. We do not share mobile numbers, SMS opt-in data, or consent with third parties or affiliates for marketing or promotional purposes.

Links

• Privacy Policy: https://jwtaxandconsulting.com/privacy-policy
• Terms of Service: https://jwtaxandconsulting.com/privacy-policy/#sms-terms

Contact

JW Tax & Consulting – info@jwtax.net – https://jwtaxandconsulting.com/