Privacy Policy

Last Updated: January 1, 2025

James Crenshaw, CPA, operated by JWC Holdings LLC (“we,” “us,” or “our”), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect your data when you interact with our website and services.

1. Information We Collect

We may collect the following categories of information:

Personal Information

• Name

• Email address

• Phone number

• Mailing address

• Business or financial details you voluntarily provide

Automatically Collected Information

• IP address

• Browser type and device information

• Pages visited and interaction data

• Cookies and similar tracking technologies

2. How We Use Your Information

We use your information to:

• Respond to inquiries and requests

• Provide tax, accounting, and advisory services

• Schedule appointments and manage client relationships

• Send service-related communications

• Improve website functionality and user experience

• Comply with legal and regulatory obligations

We do not sell your personal information.

3. SMS and Communication Consent

When you submit your phone number through https://james-tax-rules.com or related portals, you consent to receive informational and transactional SMS messages related to your inquiry or services.

These messages may include appointment reminders, document requests, service updates, and account notifications.

• Message frequency varies

• Message and data rates may apply

• Reply STOP to opt out at any time

• Reply HELP for assistance

Your consent is voluntary and not required to receive services.

4. Data Sharing

We may share your information only with:

• Trusted service providers who assist in operating our website or services

• Secure document storage, payment, or messaging platforms

• Legal or regulatory authorities when required by law

All third parties are required to maintain appropriate confidentiality and security standards.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage can be guaranteed as completely secure.

You are responsible for maintaining the confidentiality of any login credentials provided to you.

6. Cookies and Tracking Technologies

We may use cookies and similar technologies to analyze site usage and improve performance. You can modify cookie settings through your browser, though some features may not function properly.

7. Your Rights

Depending on applicable law, you may have the right to:

• Access your personal information

• Request correction or deletion

• Withdraw consent for communications

• Request information about data usage

Requests may be submitted using the contact details below.

8. Data Retention

We retain personal information only as long as necessary to fulfill business, legal, and regulatory requirements.

9. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

10. Contact Us

If you have questions about this Privacy Policy or your data, contact:

James Crenshaw, CPA
Operated by JWC Holdings LLC
945 McKinney Street
Houston, Texas 77002
Email: [email protected]
Phone: (832) 609-0085