Privacy Policy
JMDL Tax Solutions (“JMDL,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the confidentiality of your personal and financial information. As a provider of tax preparation, accounting, and advisory services, we understand the sensitivity of the information entrusted to us and take our data protection responsibilities seriously.
This Privacy Policy describes how we collect, use, store, disclose, and protect information obtained through our website, client portals, appointment systems, and professional services.
By accessing our website or engaging our services, you acknowledge and agree to the practices described in this policy.
1. Information We Collect
We collect information necessary to provide professional services, respond to inquiries, and improve our operations.
A. Personal Identification Information
This may include:
Full name
Email address
Phone number
Mailing address
Business name
Appointment details
Information submitted through website forms
B. Financial and Tax Information
When you engage us for tax or accounting services, we may collect:
Income documentation (e.g., W-2s, 1099s, business revenue data)
Expense records
Financial statements
Entity formation documents
Other tax-related documentation necessary for accurate filing
Such information is collected solely for the purpose of delivering requested services.
C. Technical and Usage Information
When you visit our website, certain information may be collected automatically, including:
IP address
Browser type and version
Device type
Pages visited
Date and time of visits
Referring URLs
This information helps us maintain website security and improve user experience.
2. How We Use Your Information
We use collected information for legitimate business purposes, including:
Preparing and filing tax returns
Providing accounting, bookkeeping, and advisory services
Scheduling appointments
Creating and managing CRM records
Communicating regarding services, updates, and administrative matters
Responding to inquiries or requests
Maintaining legal and regulatory compliance
Enhancing operational efficiency
We do not sell, trade, or rent personal information to third parties.
3. AI-Enhanced Tools and Technology Use
JMDL Tax Solutions may utilize AI-enhanced tools, automation software, and data analytics technologies to support document review, data organization, and error detection. These tools are designed to improve efficiency and reduce inconsistencies in financial processing.
All AI-assisted workflows operate under professional supervision. Final decisions, tax filings, and financial advice are reviewed and approved by qualified professionals to ensure accuracy and compliance with applicable regulations.
Technology supports our services — it does not replace professional judgment.
4. Data Sharing and Disclosure
We may share information only under limited and appropriate circumstances:
With trusted service providers who assist in delivering secure software, hosting, or administrative services
When required by law, subpoena, court order, or regulatory authority
To protect the rights, property, or safety of JMDL, our clients, or others
In connection with a lawful business transition (e.g., merger or acquisition), if applicable
Any third-party service providers are expected to maintain confidentiality and safeguard client information.
5. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect sensitive information against unauthorized access, disclosure, alteration, or destruction. These measures may include:
Secure document handling procedures
Encrypted data transmission where applicable
Access controls and user authentication
Internal data handling policies
While we strive to protect your information, no system can guarantee absolute security. Clients are encouraged to transmit sensitive documents through secure channels recommended by our firm.
6. Data Retention
We retain personal and financial information for as long as necessary to:
Provide services
Meet legal and regulatory recordkeeping requirements
Resolve disputes
Maintain accurate internal records
Retention periods may vary depending on the type of information and applicable legal obligations.
7. Cookies and Website Tracking
Our website may use cookies and analytics technologies to improve functionality and understand user engagement. Cookies help us:
Maintain website security
Analyze traffic patterns
Improve site performance
Users may adjust browser settings to disable cookies; however, some website features may not function properly if cookies are disabled.
8. Client Confidentiality
As a tax and accounting services provider, JMDL Tax Solutions adheres to professional standards regarding client confidentiality. Information obtained during service delivery is treated as confidential and is used solely for the purposes of fulfilling our professional obligations.
9. Your Rights and Choices
Depending on applicable laws and jurisdiction, you may have the right to:
Request access to personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of certain information (subject to legal retention requirements)
Request clarification regarding how your information is used
Requests may be submitted using the contact information listed below.
10. Third-Party Links
Our website may contain links to third-party websites for informational purposes. We are not responsible for the privacy practices, policies, or content of external websites. Users are encouraged to review the privacy policies of those sites independently.
11. Children’s Privacy
Our services are not directed toward individuals under the age of 18. We do not knowingly collect personal information from minors without appropriate authorization.
12. Policy Updates
We reserve the right to update or modify this Privacy Policy at any time. Updates will be posted on this page with a revised effective date. Continued use of our website or services after changes are posted constitutes acceptance of the updated policy.
13. Contact Information
If you have questions about this Privacy Policy or our data practices, please contact:
JMDL Tax Solutions
9950 Westpark Dr, 245, Houston, Texas 77063, US