Privacy Policy
Effective date · January 1, 2025
JG Financial Services LLC ("we," "us," or "our") respects the privacy of our clients and the confidentiality of the personal and financial information you entrust to us. This policy explains what information we collect when you engage our accounting, tax, payroll, and advisory services or visit our website, how we use it, how we protect it, and the choices you have. We do not sell your personal information.
Information we collect
- Identifying information you provide directly: name, mailing address, phone number, and email.
- Tax and financial information needed to perform our work: Social Security Numbers (SSN), Individual Taxpayer Identification Numbers (ITIN), Employer Identification Numbers (EIN), income and tax documents (such as W-2s, 1099s, and prior returns), bank and financial records, and payroll data.
- Engagement records tied to the services we provide: returns prepared, bookkeeping ledgers, financial statements, and correspondence.
- Website usage data collected by our website host and standard analytics: pages visited, referrer, browser type, IP address, and approximate location.
How we use your information
- To prepare and file tax returns, perform bookkeeping and accounting, process payroll, and deliver financial advisory services.
- To communicate with you about your engagement, respond to questions, and provide year-round guidance.
- To comply with legal, regulatory, and professional obligations applicable to accounting firms.
- To improve the website and understand how visitors use it.
We never sell your information
We do not sell, rent, or trade your personal or financial information to advertisers, list brokers, or any other third party. Information is used solely to deliver the services you have engaged us to perform.
How we protect your information
We maintain physical, electronic, and procedural safeguards designed to protect the confidentiality and security of your information, consistent with the requirements of the FTC Safeguards Rule. Access to client information is limited to personnel who need it to perform the services you have engaged us to provide.
Third parties we work with
To deliver our services, we rely on trusted third-party providers — for example, ADP for payroll processing, Xero and QuickBooks Online for accounting and bookkeeping, and the IRS and state tax agencies for electronic filing. We share only the information necessary for these providers to perform their functions, and we expect them to handle your information securely and confidentially.
Data retention
We retain client records for the periods required by the IRS, state tax authorities, and applicable professional standards. When records are no longer required to be kept, we dispose of them in a secure manner.
Your rights
You may request a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it — subject to the legal and professional retention requirements described above. Contact us using the details below and we will respond promptly.
Contact us
Questions about this policy or your information? Reach JG Financial Services LLC at john@jgfscpa.com or (704) 373-4019.
6003 Pine Cone Ln · Monroe, NC 28110