Privacy Policy

JCM Tax and More LLC · Effective date: September 22, 2026

This Privacy Policy explains how JCM Tax and More LLC ("JCM Tax and More", "we", "us") collects, uses and protects your information when you visit jcmtaxandmore.com, use the chat widget on our website , call, email or text us, or use our services. JCM Tax and More LLC is located at 4011 NW 186th St, Miami Gardens, FL 33055.

1. Information we collect

• Information you give us: name, email address, mobile phone number, mailing address and the details of your request when you send us a message through our chat widget, book an appointment, call, email or text us.
• Information needed to provide our services: when you become a client, the tax documents and business information required to prepare your tax return or register your business (for example, income forms, Social Security or ITIN numbers and business formation details). We collect this only for the service you requested.
• Messaging records: the date, time and method of your SMS opt-in and opt-out, and the messages exchanged with you.
• Automatic information: basic technical data such as IP address, browser type, pages visited and cookies used to operate and secure the website.

2. How we use your information

• To respond to your inquiry and schedule and confirm appointments.
• To prepare and file tax returns and provide business registration and business marketing-platform services you request.
• To send service-related messages, such as appointment reminders, document requests and status updates.
• To send promotional messages about our services, only if you separately opted in to promotional texts.
• To operate, secure and improve our website, and to comply with legal obligations.

3. SMS / text messaging

We only send text messages to people who have given express consent, by checking the SMS consent checkbox in the chat widget on our website. Consent to receive text messages is not a condition of purchasing any product or service.

• Program: JCM Tax and More LLC customer care messages (inquiry responses, appointment reminders and service updates) and, if separately authorized, promotional messages (offers and announcements).
• Frequency: message frequency varies.
• Costs: message and data rates may apply.
• Opt-out: reply STOP to any message to stop receiving texts. You will receive one confirmation message and no further texts unless you opt in again.
• Help: reply HELP or contact us at (786) 526-0460 or [email protected].

Your mobile number and consent are used only to send the messages you agreed to receive. We do not share, sell or rent mobile information with third parties or affiliates for marketing or promotional purposes.

4. How we share information

We do not sell your personal information. We share information only in these limited cases:

• Service providers who help us operate our business — such as our CRM and messaging platform, website hosting, appointment scheduling and tax software providers — and who may use your information only to perform services for us. This never includes sharing mobile opt-in data for anyone's marketing.
• Government agencies when you ask us to file a return or registration on your behalf (for example, the IRS or the Florida Division of Corporations).
• Legal requirements, such as a subpoena or court order, or to protect our rights, clients or others.
• With your consent.

5. How we protect your information

Our website uses HTTPS encryption. Access to client files is limited to the people who need it to provide your service, and we use reasonable administrative, technical and physical safeguards. No method of transmission over the internet is 100% secure.

6. How long we keep information

We keep information for as long as needed to provide our services and to meet legal, tax and record-keeping requirements. Opt-out records are kept so that we honor your request.

7. Your choices

• Reply STOP to stop text messages at any time.
• Use the unsubscribe link in any marketing email.
• Contact us to access, correct or request deletion of your personal information, subject to legal retention requirements.
• You can set your browser to refuse cookies; some site features may not work.

8. Children

Our website and messaging program are not directed to children under 13, and we do not knowingly collect their information online.

9. Changes to this policy

We may update this policy. The effective date at the top shows when it was last changed.

10. Contact us

JCM Tax and More LLC
4011 NW 186th St, Miami Gardens, FL 33055
Phone: (786) 526-0460
Email: [email protected]

See also our Terms of Service.