JD Tax Group (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the personal information you provide. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website or submit information through our contact forms in connection with our tax preparation and financial services.
When you use our website or submit a contact form, we may collect the following types of personal information:
Full name
Phone number
Email address
Any additional information voluntarily provided related to tax or financial service inquiries
We use the personal information collected for the following purposes:
To respond to inquiries and provide tax preparation and related financial services
To schedule appointments and request required documentation
To communicate service-related updates, deadlines, or important notices
To improve our website, services, and overall client experience
To comply with applicable legal, regulatory, and professional obligations
JD Tax Group does not sell, rent, or trade personal information to third parties for marketing or promotional purposes. Personal information may be disclosed only when:
Required by law, regulation, or legal process
Necessary to provide requested services (including sharing information with authorized tax professionals, accountants, payroll providers, or government agencies such as the IRS, when applicable)
Authorized by the client
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. However, no electronic transmission or storage system can be guaranteed to be 100% secure, and absolute security cannot be guaranteed.
Personal information is retained only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal and regulatory requirements, and maintain business records, unless a longer retention period is required or permitted by law.
Subject to applicable laws and regulations, you may request access to, correction of, or deletion of your personal information. Requests may be submitted by contacting us at [email protected]. Certain information may be retained as required by law or professional obligations.
JD Tax Group reserves the right to modify this Privacy Policy at any time. Any updates will be posted on this page with an updated effective date.
These Terms & Conditions govern your access to and use of the JD Tax Group website and contact forms. By accessing or using this website, you agree to be bound by these Terms & Conditions.
You agree to use this website for lawful purposes only and to provide accurate, current, and complete information when submitting any forms.
Information provided on this website is for general informational purposes only and does not constitute legal, tax, or financial advice. Services are provided only after formal engagement with JD Tax Group.
To the fullest extent permitted by law, JD Tax Group shall not be liable for any direct, indirect, incidental, consequential, or special damages arising out of or related to your use of this website, contact forms, or reliance on any information provided.
This website may contain links to third-party websites. JD Tax Group is not responsible for the content, privacy practices, or security of such third-party sites.
These Terms & Conditions and any disputes arising from them shall be governed by and construed in accordance with the laws of the State of California, without regard to conflict of law principles.
JD Tax Group reserves the right to modify these Terms & Conditions at any time. Changes will become effective upon posting on this website.
By submitting information through this website, you consent to receive communications from JD Tax Group via phone calls, emails, and SMS messages related to your inquiries, appointments, document requests, and service-related notifications.
Message frequency may vary
Message and data rates may apply
You may opt out at any time by replying “STOP”
Reply “HELP” for assistance
We do not share personal data with third parties for marketing or promotional purposes.

EN: © JD Tax Group. All rights reserved. By using this website, you agree to our Privacy Policy and Terms & Conditions. You consent to receive service-related communications via phone, email, and SMS. Msg & data rates may apply. Opt out anytime by replying STOP. | [email protected]
ES: © JD Tax Group. Todos los derechos reservados. Al usar este sitio web, aceptas nuestra Política de Privacidad y Términos y Condiciones. Aceptas recibir comunicaciones relacionadas con el servicio por teléfono, correo electrónico y SMS. Pueden aplicarse cargos por mensajes y datos. Puedes cancelar respondiendo STOP. | [email protected]