Privacy Policy
The short version
- Our website chat asks only for your name, phone, email, the service you need, how you would like to meet and a good time. Nothing else.
- Please do not send Social Security numbers, tax documents or account numbers through the chat, email or text. We collect those later through a secure method.
- We use your information to answer you and set up your appointment. We never sell it.
- Tax return information is used only to prepare and file your return, or as federal law allows, unless you give us signed written consent.
- If you never become a client, we delete your chat request after two years. You can ask us to delete it sooner.
1. Who we are and what this covers
JV Tax & Business Consulting LLC (“JV Tax,” “we,” “us”) is a tax preparation, bookkeeping and business consulting firm based in Philadelphia, Pennsylvania, serving clients in all 50 states.
This policy explains how we handle information you share through our website, the website chat, our online booking, and calls, emails, text messages or WhatsApp messages with us before you become a client.
If you become a client, your engagement documents explain how we handle the financial and tax information you share as part of our work together.
2. What we collect
Information you give us in the chat
| Information | Why we ask |
|---|---|
| The service you need | So the right person prepares for your appointment. |
| Your name | To know who we are speaking with. |
| Your phone number | To call you for a phone appointment or about your request. |
| Your email address | To confirm your appointment and reply to you. |
| How you want to meet (phone or Google Meet video) | To set up the right kind of appointment. |
| Your preferred time (weekday afternoon or Saturday) | To offer you a time that works. |
| Your consent to be contacted | To keep a record that you asked us to contact you. |
Information you give us when booking
When you pick an exact time, our booking service (Cal.com) asks for your name, email and, for phone appointments, your phone number, plus any notes you choose to add.
Information collected automatically
- Spam protection. When you send a chat request, we turn your internet connection address into a scrambled one-way code. We use it only to stop someone from sending many requests in a row. The code cannot be turned back into your address.
- Robot check. Cloudflare Turnstile checks that a real person is using the chat. It looks at basic browser and device signals for that purpose only.
- Normal website delivery. Like every website, our hosting company (Cloudflare) receives your internet address and browser type so the page can load. Our fonts, graphics and code are stored on our own website, so no other company is contacted when you visit.
We do not use advertising trackers, and we do not use artificial intelligence in our website chat. It is a simple, scripted form.
3. Please do not send sensitive information
Please do not send Social Security numbers, tax returns, tax documents, bank or card numbers, or passwords through our website chat, regular email, text message or WhatsApp. If we need that information to serve you, we will collect it through a secure method after your engagement begins.
4. How we use your information
- To answer your request and schedule, confirm, remind you of, reschedule or cancel your appointment.
- To call or message you about your request or appointment.
- To prepare for the service you asked about.
- To keep our website and chat safe, prevent spam and abuse, and fix problems.
- To keep records and meet our legal obligations.
We do not sell your information, rent it, or share it with anyone for their own marketing. We do not send you marketing messages unless you separately agree to receive them, and you can stop them at any time.
5. Tax return information
Federal law (Internal Revenue Code sections 7216 and 6713) strictly limits how tax preparers may use and share information you give us to prepare your tax return, including information you share when you first contact us about tax preparation.
We use and share tax return information only to prepare and file your return, or as federal law otherwise permits. We will not use it for any other purpose, or share it with anyone else, unless you first give us a separate, signed written consent in the form federal rules require. You never have to give that consent to receive our tax services.
6. Who we share it with
We use a small number of trusted companies to run our website and appointments. They may use your information only to provide their service to us.
| Company | What it does for us |
|---|---|
| Cloudflare | Hosts our website, runs the robot check and securely stores chat requests. |
| Resend | Delivers the email that tells us about your chat request. |
| Cal.com | Lets you pick an appointment time and sends confirmations. |
| Google (Calendar, Meet, Gmail) | Holds our appointment calendar, video meetings and business email. |
| Meta (WhatsApp), when used | Carries WhatsApp messages if you choose to message us there. |
We may also share information when the law requires it (for example, a valid court order), to protect the rights, safety or property of our clients, our firm or others, or as part of a sale or transfer of our business, in which case the new owner must protect it under this policy.
7. Calls, emails, texts and WhatsApp
When you tick the consent box in our chat, you agree that we may contact you by phone, text message or email about your request and appointment. These are service messages, not advertising.
- Message frequency depends on your appointment. Message and data rates may apply.
- Reply STOP to stop text messages at any time, or HELP for help. You can also simply tell us in any reasonable way that you want us to stop.
- Agreeing to receive messages is never a condition of doing business with us.
- We never sell or share your mobile phone number or your text-message consent with third parties for their marketing.
We do not record calls or video meetings. If that ever changes, we will ask everyone on the call for permission first.
8. Cookies and website technology
We do not use advertising or tracking cookies. The robot check may use small, strictly necessary pieces of data to work. If we add website visitor statistics in the future, we will use a privacy-friendly tool that does not use tracking cookies and does not follow you across other websites, and we will update this policy.
9. How long we keep it
| Information | How long |
|---|---|
| Chat requests from people who do not become clients | Two years, then deleted. |
| The scrambled spam-protection code | Kept with your chat request and deleted with it. |
| Appointment records in our calendar | Two years, unless you become a client. |
| Client records | As described in your engagement documents, and as tax and business laws require. |
We may keep information longer only when the law requires it or to resolve a dispute.
10. How we protect it
We protect your information with safeguards such as encrypted connections (HTTPS), two-step login on our business accounts, limited access to information, robot and spam protection, and careful choice of service providers. No website or system can be completely secure, so we cannot guarantee absolute security, but we work hard to protect your information.
11. If there is a security incident
If a security incident affects your personal information, we will notify you, and any government agencies the law requires, without unreasonable delay, as required by federal law and the Pennsylvania Breach of Personal Information Notification Act. We will tell you what happened, what information was involved and what you can do.
12. Your choices and rights
Wherever you live, you can ask us to:
- Tell you what information we have about you and give you a copy.
- Correct information that is wrong.
- Delete your information (see the next section).
- Stop contacting you, or stop marketing messages.
We will answer within 30 days. We will never treat you differently for using these rights. Some laws require us to keep certain client records for a set time; if so, we will tell you.
13. How to delete your data
To ask us to delete your information, including anything you sent through our website chat or WhatsApp:
- Email info@jvtaxconsulting.com with the subject “Delete my data.”
- Send it from the email address you gave us, or include the phone number you used, so we can find your information and confirm it is you.
- We will delete it and confirm by email within 30 days, except for anything the law requires us to keep.
14. Children
Our website and services are meant for adults. We do not knowingly collect information from children under 13 through our website. If you believe a child has sent us information, contact us and we will delete it.
15. Changes to this policy
We may update this policy. When we do, we will change the “Last updated” date at the top. If a change is important, we will show a notice on our website.
16. Contact us
JV Tax & Business Consulting LLC
Philadelphia, Pennsylvania
Email: info@jvtaxconsulting.com
Phone: [business phone, added at launch]
For your privacy and ours, we work by appointment only and do not list a street address.