Privacy Policy

1. Information We Collect

Name, contact information, tax identification numbers, financial documents, and communication preferences voluntarily provided by clients.

2. How We Use Your Information

To provide professional tax, bookkeeping, and financial services; to communicate service updates; and to comply with IRS and state regulatory requirements.

3. SMS Data

We do not share, sell, or provide your mobile phone number or messaging consent data to third parties or affiliates for marketing or promotional purposes.

Mobile phone numbers collected for SMS communications are used solely to deliver service-related messages.

Mobile information may be shared only with subcontractors and service providers that support the delivery of SMS services, such as messaging platforms, telecommunications providers, or customer support vendors. This information is used solely to provide and operate the messaging service.

All other use case categories exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties.

4. Data Security

We implement industry-standard encryption and secure storage protocols to protect all client data. Our client portal uses bank-level SSL encryption.

5. Third-Party Sharing

We do not sell or rent personal information. We may share data only with authorized tax agencies (e.g., IRS, state departments of revenue) as required by law.

6. Retention

Client records are generally retained for a minimum of 3 years per IRS guidelines, though certain circumstances may require longer retention.

7. Your Rights

Clients may request access to, correction of, or deletion of their personal data by contacting us at jessica@jessicakiddinc.com.

8. Contact

For privacy-related inquiries: jessica@jessicakiddinc.com | jessicakiddinc.com