Privacy Policy

J&S Moore Financial Group (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard information when you interact with our website, services, and communications, including SMS text messaging.

Information We Collect
We may collect personal information including, but not limited to:

Name
Email address
Phone number
Mailing address
Business and financial information necessary to provide accounting, tax, advisory, and related professional services
Information may be collected through website forms, client portals, engagement communications, and direct interactions with our team.

How We Use Personal Information
We use personal information to:

Provide accounting, tax, advisory, and fractional CFO services
Communicate with clients regarding appointments, document requests, and service updates
Respond to inquiries and support requests
Comply with legal, regulatory, and professional obligations
Improve our services and client experience

Sharing of Personal Information
We may share personal information with trusted third-party service providers that support our business operations (such as secure document portals, payroll systems, scheduling tools, and communication platforms). These providers are permitted to use information only as necessary to perform services on our behalf and are subject to confidentiality obligations.

We do not sell personal information.

SMS Communications & Consent
If you provide your mobile phone number and consent to receive SMS messages, we may send text messages related to:

Appointment reminders
Scheduling and confirmations
Requests for information or documents
Service status updates
SMS consent is not shared with third parties or affiliates.
Message frequency varies. Message and data rates may apply. You may opt out at any time by replying STOP.

Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, or misuse.

Your Choices
You may opt out of non-essential communications at any time. For SMS messages, reply STOP to unsubscribe. For other inquiries regarding your personal information, please contact us using the information below.

J&S Moore Financial Group
📞 (210) 851-8565
📧 info@jsmoorefg.com
🌐 https://www.jsmoorefg.com