Jennings Investment Group Privacy Policy
At Jennings Investment Group (“Company”), we are committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy outlines how we collect, use, disclose, and protect the information you provide to us when using our services, which include tax preparation, tax planning, and bookkeeping for individuals and businesses.
By engaging with Jennings Investment Group and using our services, you agree to the terms of this Privacy Policy.
1. Information We Collect
We collect personal and financial information to provide you with accurate and professional services. The types of information we collect include, but are not limited to:
- Personal Identification Information: Full name, mailing address, email address, phone number, Social Security number, Tax Identification number.
- Financial Information: Income, expenses, assets, liabilities, bank account information, tax documents, financial statements, and bookkeeping records.
- Tax Information: Prior year tax returns, W-2s, 1099s, and other tax-related documents.
- Business Information: Employer Identification Number (EIN), business financial records, and details about business income and expenses.
2. SMS Subscriber Consent and Usage
At Jennings Investment, we respect your privacy and are committed to protecting your personal information. As a tax preparation and education company, we may collect your mobile phone number if you choose to opt into receiving SMS updates or notifications. This information is collected solely for the purposes of sending relevant updates, notifications, and marketing messages related to our services.
Consent Requirement
We will not begin sending SMS messages, including promotional or marketing messages, to your mobile number until we have obtained your explicit consent. You can provide consent by opting into our SMS subscriber list, typically through a clear and distinct sign-up process where you acknowledge your willingness to receive messages from us.
Use of SMS Information
Once you have provided consent, Jennings Investment may use your mobile number to send SMS messages, such as tax preparation reminders, educational updates, and other relevant service offerings. At no time will your information be shared with third parties or used for any purposes outside of Jennings Investment’s services.
Opting Out
If at any time you wish to withdraw your consent, you can opt out of our SMS program by following the unsubscribe instructions included in each message. Once unsubscribed, you will no longer receive SMS messages from us.
Your privacy is our priority, and we are committed to upholding it with transparency and integrity.
3. How We Use Your Information
Jennings Investment Group uses the information we collect for the following purposes:
- To provide tax preparation, tax planning, and bookkeeping services.
- To accurately complete and file your tax returns.
- To communicate with you about your account, our services, and updates related to tax laws or regulations.
- To comply with legal and regulatory requirements.
- To manage and improve our service offerings.
We will not use your personal or financial information for any other purpose without your explicit consent, except as described in this Privacy Policy.
4. How We Protect Your Information
We take the security and confidentiality of your personal and financial information seriously. We implement appropriate technical, administrative, and physical safeguards to protect your data from unauthorized access, disclosure, alteration, or destruction.
Our security measures include:
- Secure servers and encryption technology to protect sensitive information during transmission.
- Access controls to restrict access to your information only to authorized personnel who need it to perform their duties.
- Regular monitoring and updating of security protocols to ensure your data is protected.
5. Disclosure of Information
Jennings Investment Group does not sell, trade, or rent your personal information to third parties. We will only disclose your information in the following situations:
- With Your Consent: If you provide consent for us to share your information with third parties for specific purposes.
- To Service Providers: We may share information with trusted third-party service providers who assist us in delivering our services, such as tax software providers, and secure file transfer systems. These service providers are required to maintain the confidentiality and security of your information.
- For Legal Purposes: We may disclose your information if required by law, such as in response to a subpoena, audit, court order, or government investigation.
6. Retention of Information
Jennings Investment Group retains your personal and financial information only for as long as necessary to fulfill the purposes for which it was collected, or as required by law. Once the retention period has expired, we will securely destroy or anonymize your information.
7. Your Rights
As a client, you have the following rights with respect to your personal information:
- Access: You have the right to request access to the personal information we hold about you.
- Correction: You have the right to request that we correct or update any inaccuracies in your personal information.
- Deletion: You have the right to request that we delete your personal information, subject to legal or regulatory retention requirements.
- Data Portability: You have the right to request that we provide you with a copy of your personal information in a structured, machine-readable format.
- Objection: You have the right to object to the processing of your personal information for specific purposes, unless we have legitimate grounds for the processing.
To exercise these rights, please contact us using the information provided in the “Contact Us” section below.
8. Children’s Privacy
Jennings Investment Group does not knowingly collect personal information from individuals under the age of 18. If you are under the age of 18, please do not provide any personal information without parental consent.
9. Changes to the Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or technological advancements. Any updates will be posted on our website, and we encourage you to review the policy periodically. Continued use of our services following any changes to this policy constitutes your acceptance of the updated terms.
10. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us at:
Jennings Investment Group
Email: info@jenningsinvestmentgrp.com
Effective Date: October 2024
By engaging with Jennings Investment Group, you acknowledge that you have read and understood this Privacy Policy and agree to the collection, use, and disclosure of your information as described above.