At JTPS Advisory Co., your privacy is of utmost importance to us. We are committed to safeguarding the personal and financial information you provide when using our website, booking services, submitting documents, or engaging in any of our tax, advisory, or mentorship offerings.

This Privacy Policy outlines how we collect, use, store, and protect your information—and your rights related to that data.

1. Information We Collect

We collect the following types of information to deliver and improve our services:

a. Personal Information

• Full name

• Email address

• Phone number

• Mailing address

• Employer and job-related information

• Government-issued identification (if required for tax filings)

b. Tax & Financial Data

• Income and employment information

• Tax forms (W-2, 1099, etc.)

• Social Security Number or Taxpayer Identification Number

• Business financials and accounting records

• Previous tax returns

• Banking information (if you opt for direct deposit or tax payments)

c. Payment Details

• Billing address

• Payment card data (processed securely via Stripe or Square)

• Invoice and transaction history

d. Website & Usage Data

• IP address

• Browser and device type

• Pages visited and time spent on the site

• Interaction with forms, buttons, and other features

We may also use cookies or similar tracking technologies to personalize your experience and analyze website performance.

2. How We Use Your Information

Your information is used solely to provide, improve, and personalize our services.

We use your data to:

• Prepare and file accurate tax returns

• Deliver business advisory and financial planning services

• Schedule and manage appointments

• Send confirmations, updates, and client communications

• Process payments and issue invoices

• Offer tax mentorship and training

• Comply with legal and IRS obligations

• Enhance the security and performance of our website

We may also use your email to send newsletters, resources, or important service announcements (you may opt-out at any time).

3. How We Protect Your Information

We implement a variety of security measures to protect your sensitive information, including:

• SSL (Secure Sockets Layer) encryption across our website

• Secure document upload systems using Dropbox, Google Drive, or GoHighLevel file portals

• Access controls and authentication requirements

• Secure payment gateways via Stripe and Square

• Limited internal access to client data (only authorized team members)

We follow industry standards and IRS regulations for protecting taxpayer data, including encryption, access logs, and routine security audits.

4. Sharing of Information

We do not sell, rent, or trade your personal data. We only share information when absolutely necessary:

We may share your information:

• With third-party processors (e.g., Stripe, Square, GoHighLevel) to facilitate payments, booking, or file storage

• With government agencies (e.g., IRS or state tax authorities) only when required for filing or legal compliance

• With subcontracted team members who assist in tax prep or client support under strict confidentiality agreements

• To comply with legal obligations, court orders, or prevent fraud

All third-party platforms are expected to comply with privacy standards and data protection regulations.

5. Your Rights and Choices

As a user or client, you have full control over your data:

You have the right to:

• Access a copy of your personal information

• Correct or update any inaccurate data

• Request deletion of your information (unless retention is legally required)

• Withdraw consent for marketing communications

• File a complaint if you believe your data has been misused

To exercise these rights, email us at privacy@jtpsadvisoryco.com

6. Data Retention

We retain your data only as long as necessary to:

• Fulfill the purpose for which it was collected

• Comply with IRS regulations (typically 3–7 years for tax records)

• Provide client support or respond to disputes

• Meet legal or contractual obligations

After this period, data is securely deleted or anonymized.

7. Children’s Privacy

Our website and services are not intended for children under 13 years of age. We do not knowingly collect or store information from individuals under the age of 13. If we discover that a child has submitted data, we will delete it immediately.

8. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements.

When changes are made:

• The revised policy will be posted on this page

• The “Effective Date” will be updated at the top

• In cases of significant changes, we may notify you via email

We encourage you to review this page periodically to stay informed about how we protect your data.