Privacy Policy & Information Security

Effective Date: January 1, 2025

JG Financial Services LLC is committed to protecting the privacy, confidentiality, and security of client information. This policy explains how we collect, use, and safeguard information obtained through our website, tax organizers, and professional services.

Information We Collect

We collect personal, financial, and business information necessary to prepare tax returns and provide related professional services. This may include identifying information, income and expense data, tax documents, and other information you voluntarily provide.

How We Use Information

Client information is used solely for professional, legal, and regulatory purposes related to tax preparation and related services. We do not sell or share client information for marketing purposes.

Information Security

We maintain reasonable administrative, technical, and physical safeguards to protect client information, consistent with the FTC Safeguards Rule and appropriate for the size and nature of our firm.

Our safeguards include:

Limiting access to client information to authorized individuals

Using secure systems and tools to store and transmit sensitive data

Periodically reviewing security measures to address identified risks

Working only with service providers that maintain appropriate data security protections

Data Breach Response

In the event of unauthorized access, loss, or theft of client information, we will take reasonable and prompt steps to investigate and contain the incident. We will comply with applicable federal and state notification requirements, including notifications to appropriate regulatory authorities and affected clients, as required by law. Notification timing may be coordinated with law enforcement when appropriate.

Information Sharing

Client information is disclosed only as required by law or to trusted service providers necessary to deliver our services, all of whom are subject to confidentiality and data security obligations.

Electronic Communications

While we use secure systems whenever possible, email is not always secure. Clients are encouraged to use our secure portal or designated upload tools to transmit sensitive information.

Consent

By using our website, submitting information through our tax organizers, or engaging our services, you consent to this Privacy Policy.

Contact Information

If you have questions about this Privacy Policy or our data security practices, please contact:

JG Financial Services LLC

[email protected]

704.373.4019