Privacy Policy

Effective Date: July 13, 2026

JB Bookkeeping & Taxes (“we,” “our,” or “us”) may communicate with clients via text message (SMS) to provide timely updates regarding our accounting, bookkeeping, payroll, and tax preparation services.

Consent

By providing your mobile phone number to JB Bookkeeping & Taxes, you consent to receive text messages related to the services you have requested. Consent to receive text messages is not a condition of purchasing any services.

Types of Messages

You may receive text messages regarding:

* Requests for tax documents or bookkeeping information
* Appointment reminders and scheduling updates
* Tax return and bookkeeping status updates
* Secure portal reminders
* Invoice and payment reminders
* Important filing deadlines
* Other account-related communications necessary to provide our services

We do not send unsolicited marketing or promotional text messages unless you have separately opted in to receive them.

Message Frequency

Message frequency will vary based on your account activity, services provided, and communication needs.

Message and Data Rates

Standard message and data rates may apply based on your wireless carrier’s plan. JB Bookkeeping & Taxes is not responsible for any charges imposed by your mobile carrier.

Opting Out

You may opt out of receiving SMS messages at any time by replying *STOP* to any text message. After opting out, you will no longer receive text communications from us except as otherwise permitted by law or necessary to complete an ongoing transaction.

To resume receiving messages, contact our office or reply *START* if applicable.

Assistance

If you need assistance with our text messaging service, reply *HELP* to one of our messages or contact us at:

JB Bookkeeping & Taxes
Email: info@taxladyjas.com
Phone: (650) 755-3727

Privacy

We respect your privacy. Your mobile phone number and SMS consent will not be sold, rented, or shared with third parties or affiliates for their marketing purposes.

Information collected through our SMS communications is used solely to provide and support the services you have requested. For additional information about how we collect, use, and protect your personal information, please review our Privacy Policy.

JB Bookkeeping & Taxes reserves the right to update this SMS/Text Messaging Policy at any time. Any changes will be posted on this page with an updated effective date.