Last Updated: 12/9/2025

1. Information We Collect

We collect both personal and non-personal information to deliver our services.

Personal Information May Include:

Name

Address

Email

Phone

Business information

Financial documents

Tax forms

Identification for notary or compliance

Payment information (stored securely through third-party processors)

Automatically Collected Data:

IP address

Browser type

Device information

Website activity

Cookies and tracking data

2. How We Use Your Information

We use your information to:

Provide bookkeeping, tax, payroll, audit, and advisory services

Process payments and manage billing

Communicate updates, appointments, and service details

Verify identity for compliance and notary services

Improve website functionality and client experience

Comply with legal and regulatory requirements

We do not sell personal information.

No mobile or messaging consent information will be shared with thurd oarties/affiliatesfor marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. 

3. Sharing Your Information

We may share your data only with:

Secure service providers (payment processors, document storage systems)

Government agencies (IRS, State Departments) when legally required

Authorized third parties assisting with compliance or filings

When legally necessary to protect our rights or prevent fraud

We do not share information for advertising or marketing purposes.

4. Cookies & Tracking

We may use cookies to:

Improve website navigation

Track site performance

Remember user preferences

You may disable cookies in your browser settings.

5. Data Security

We use administrative, physical, and technical safeguards to protect your information.
However, no online system is 100% secure. We take reasonable precautions to minimize risk.

6. Credit Card on File (Financial Policy Integration)

Under our Financial Policy:

A valid credit or debit card may be required to keep on file

All card data is securely stored by PCI-compliant systems

Cards may be charged if invoices remain unpaid or if tax preparation fees are owed

We never store full card information directly on our servers.

7. Your Rights

You may request:

Access to your personal data

Corrections or updates

Deletion (unless required by law to retain)

Opt-out of non-essential communications

Requests can be made using our contact information below.

8. Third-Party Links

Our site may link to external sites. We are not responsible for their privacy practices or content.

9. Updates to Privacy Policy

We may update this policy periodically. Continued use of our site constitutes acceptance of updated terms.

10. Contact Us — Privacy Policy

For privacy-related questions:
Email: admin@jpafingroup.com
Phone: (866) 658-1869 ext 3395