Privacy Policy

Effective Date: March 2026

J&M Professional Tax Service Inc ("Company," "we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information.

Information We Collect

We may collect the following information:

Name

Email address

Phone number

Mailing address

Tax and financial information necessary to provide services

How We Use Your Information

We use your information to:

Provide tax preparation and business services

Communicate regarding your account

Send appointment reminders

Request documentation

Send account-related notifications

We do not sell, rent, or share your personal information with third parties for marketing purposes.

SMS Communications

Consent to Receive SMS Messages

By submitting your information through our website forms, scheduling an appointment, signing our engagement agreement, or providing your phone number verbally, you consent to receive SMS messages from J&M Professional Tax Service Inc related to your account and services.

SMS consent is not shared with third parties.

If you provide consent to receive SMS messages, we may send service-related messages including appointment reminders, document requests, tax return updates, and payment notifications.

Message frequency varies depending on service activity.

You may opt out at any time by replying STOP.
For assistance, reply HELP or contact us directly.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information.

Contact Information

J&M Professional Tax Service Inc
1830 Zebulon Rd
Zebulon, NC 27597
Phone: 919-551-8370
Email: [email protected]