Client Portal

Privacy Policy

JCG Tax Advisory - JCG is committed to protecting
your privacy and the confidentiality of your
personal information. This Privacy Policy explains
how we collect, use, disclose, and safeguard your
information when you visit our website
https://www.jcgtax.com, communicate
with us via SMS, or use our services.

By accessing our site or using our services, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal and non-personal information through
various methods, including when you:

Fill out contact forms

Subscribe to updates or newsletters

Book consultations or services

Communicate via phone, email, or SMS

Interact with our website via cookies or third-party tools

Types of Information Collected:

We may collect personal and non-personal information through various methods,
including when you:

Full Name

Tax/Financial Details (where applicable)

Email Address

IP Address and Browser Information

Phone/Mobile Number

SMS opt-in and consent data

Mailing Address

Communication preferences

2. How We Use Your Information

We use the information collected to:

Provide and manage our tax and advisory services

Respond to inquiries or customer service requests

Send appointment reminders or status updates

Process payments or service requests

Send SMS messages and service-related updates (with your consent)

Improve website functionality and user experience

Comply with legal obligations

3. SMS Messaging & Compliance with 10DLC

JCG Tax Advisory may send SMS messages to customers who opt-in to receive them.
These messages are used exclusively to provide service-related information, updates, and transactional notifications.

Important Disclosure:

  • We will not sell, share, or rent your SMS opt-in information or phone number to any third party for marketing or promotional purposes.
  • We may share your SMS opt-in status and related data only with trusted vendors (such as messaging platforms and mobile carriers) for the purpose of delivering service-related communications.
  • All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
  • You may opt out of SMS communication at any time by replying “STOP” or contacting us directly.

4.  Sharing of Personal Information

We do not sell, rent, or share your Personally Identifiable Information (PII) with unaffiliated third parties for advertising purposes.
We may disclose your information to third parties only under the following circumstances:

  • Service Providers: Who perform services on our behalf (e.g., CRM platforms, web hosts, payment processors).
  • Legal Requirements: When required to comply with applicable laws or respond to lawful requests.
  • Business Transfers: In the event of a merger, acquisition, or asset sale.

All third-party vendors we work with are contractually obligated to use your data only for the specified service and maintain strict confidentiality.

5. Cookies and Tracking Technologies

Our website may use cookies, web beacons, and other tracking technologies to improve your browsing experience, analyze site traffic, and understand user behavior.

You can:

Adjust your browser settings to disable cookies

Opt out of tracking through cookie consent
banners (where applicable)

6. Google Analytics & Other Tools

We may use Google Analytics or similar tools to collect and analyze information about how visitors use our
website. This data is anonymous and does not directly identify you.
You can opt out of Google Analytics tracking via the

Google Analytics Opt-out Browser Add-on

7. Data Retention & Security

We retain personal information only as long as necessary for the purposes outlined in this policy, or as required by law.

We implement appropriate technical and organizational measures to protect your data against unauthorized access, misuse, or disclosure. However, no data transmission over the internet is 100% secure, and we cannot guarantee absolute security.

8. Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware of such collection, we will delete the data promptly.

9. Your Rights and Choices

You have the right to:

  • Access, correct, or delete your personal data
  • Withdraw consent for SMS or marketing communications
  • Opt out of data tracking or cookie usage
  • File a complaint with your local data protection authority

To exercise any of the above rights, contact us at [Insert Email Address].

10. Updates to This Policy

We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with a revised effective date. We encourage you to review this policy regularly.

Contact Us

If you have questions or concerns about this Privacy Policy or our practices, please contact:
JCG Tax Advisory
info@jcgtax.com
https://www.jcgtax.com