Home/Privacy Policy
Privacy Policy
How Jones Accounting Group, LLC handles the information you share with us through this website.
On This Page
Who we are
Jones Accounting Group, LLC is a tax and accounting firm based at 3198 Parliament Circle, Suite 303, Montgomery, AL 36116. You can reach us at (334) 300-6670 or jagaccting@gmail.com.
Information we collect
We collect the information you choose to give us through this website. That includes:
- Contact details such as your name, email address and phone number.
- Information you enter in the New Client Assessment, including your client type, the service you are interested in, your entity type and anything you write in the message field.
- Anything else you send us by email or through the contact form.
We also collect basic technical information that any website receives, such as your browser type and the pages you visit. This is used to keep the site working and to understand general usage.
How we use your information
We use what you send us to review your situation, respond to your request, determine the appropriate next step and provide the services you engage us for. We use your contact details to reach you about your inquiry or your engagement.
How we share information
We do not sell your information. We share it only where it is necessary to run the firm or where the law requires it. That can include service providers who help us operate, such as our secure client portal and email provider, and government authorities where a filing or a legal obligation requires disclosure.
The client portal
Documents and messages exchanged with existing clients are handled through a secure third party portal operated for Jones Accounting Group, LLC. That platform has its own privacy and security practices and is subject to its own terms.
How long we keep information
We keep client records for as long as we need them to provide our services and to meet the record keeping periods required of a tax practitioner. Inquiries that do not become engagements are kept only as long as they are useful, then removed.
Confidentiality
Tax and financial information is sensitive. We treat everything you share with us as confidential and limit access to those who need it to do the work.
Your choices
You may ask us what information we hold about you, ask us to correct it, or ask us to delete information we are not required to keep. Contact us using the details above and we will respond.
Children
This website is intended for adults engaging professional services. We do not knowingly collect information from children.
Changes to this policy
If we change how we handle information, we will update this page and change the date at the top.
Contact us
Questions about this policy can be sent to jagaccting@gmail.com or raised by phone on (334) 300-6670.