Effective Date: September 18, 2026
J&M Business Services respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we may collect, use, disclose, and protect information when you visit our website, communicate with us, schedule a consultation, or use our client portal and related services.
By using our website or providing information to J&M Business Services, you acknowledge the practices described in this Privacy Policy.
We may collect information that you voluntarily provide to us, including:
When you become a client, we may need to collect additional financial, business, tax, identification, or other information necessary to perform the services you request.
The specific information required will depend on the services being provided.
When you visit our website, certain information may be collected automatically through cookies, analytics technologies, server logs, and similar tools.
This information may include:
We may use this information to maintain the website, understand how visitors use it, improve our services, and protect against fraudulent or unauthorized activity.
J&M Business Services may use information we collect to:
We may also use contact information to communicate with you about services that you have requested or an existing business relationship.
J&M Business Services may provide clients with access to a secure client portal for exchanging documents, completing forms, communicating with our team, and accessing information related to their services.
Because accounting and tax services may involve sensitive financial and personal information, clients should use the designated client portal when requested rather than sending sensitive documents through unsecured communication methods.
Clients are responsible for protecting their usernames, passwords, email accounts, and other credentials used to access the portal.
If you believe your portal account or credentials have been compromised, please contact J&M Business Services promptly.
J&M Business Services does not sell personal information to third parties.
We may disclose information when reasonably necessary to operate our business or provide requested services, including to service providers that assist us with functions such as:
These providers may process information only as necessary to perform the services for which they are engaged, subject to their applicable agreements, policies, and legal obligations.
We may also disclose information when required by law, legal process, government request, or when reasonably necessary to protect the rights, property, security, or legitimate interests of J&M Business Services, our clients, or others.
Our website and client portal may integrate with or contain links to third-party websites and services.
These services operate under their own privacy policies and terms. J&M Business Services is not responsible for the privacy practices or content of independent third-party websites or services.
We encourage users to review the privacy policies of services they choose to access.
Our website may use cookies and similar technologies to support website functionality, understand website usage, improve performance, and measure visitor interactions.
You may be able to control or disable certain cookies through your browser settings. Disabling cookies may affect the functionality of some portions of the website.
J&M Business Services uses reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
However, no internet transmission, electronic storage system, or online service can be guaranteed to be completely secure.
Clients should avoid transmitting highly sensitive financial, tax, or identification documents through ordinary email when a secure client portal or another secure method has been provided.
We may retain personal and business information for as long as reasonably necessary to provide services, maintain appropriate business records, comply with legal or regulatory obligations, resolve disputes, and protect our legitimate business interests.
Retention periods may vary depending on the type of information and the services provided.
Depending on applicable law and the nature of our relationship with you, you may have rights regarding certain personal information we maintain about you.
You may contact us to request information about your personal information, request corrections, or ask questions regarding how your information is handled.
Certain records may need to be retained when required for legal, tax, regulatory, contractual, security, or legitimate business purposes.
California residents may have certain rights regarding their personal information under applicable California privacy laws.
The specific rights available depend on the circumstances and whether the applicable legal requirements apply to J&M Business Services.
J&M Business Services does not sell personal information in exchange for monetary compensation.
California residents with questions or requests regarding their personal information may contact us using the information below.
Our website and professional services are intended for businesses and adults and are not directed toward children.
We do not knowingly use this website to solicit personal information directly from children.
J&M Business Services may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or applicable requirements.
Any updated version will be posted on this page with a revised effective date.
If you have questions about this Privacy Policy or how J&M Business Services handles personal information, please contact:
J&M Business Services
38780 Trade Center Dr., Suite D
Palmdale, CA 93551
Phone: 661-224-1040
Email: info@jmbusinessservices.com