Privacy Policy

Thomas and Associates Privacy Policy

Thomas and Associates operates under the trade name J Thomas Financial (DBA “J Thomas Financial”). References to either name in this policy are equivalent and refer to the same entity.

Your privacy is important to us. Thomas and Associates (also referred to as “we”, “us”, and “our”) adopted this privacy policy to inform you how we use information you may provide to us. All personally identifiable information (“PII”) provided to us is used exclusively for ensuring our services are tailored to meet your needs and the highest quality standards.

By providing information to us, you agree to our collection and use of such information as described in this Privacy Policy.

Thomas and Associates is committed to protecting your privacy and addressing potential privacy concerns. The following information has been posted to help you understand what information we collect and how your information is used.

Obtaining Client Information

Thomas and Associates is required to collect certain personal information about you in order to perform services on your behalf. This information is provided by you or is obtained by us with your authorization. Such services include, but are not limited to, accounting, bookkeeping, consulting, tax, and other financial services.

Examples of sources from which we collect information include:

Discussions and phone calls with you
Letters or emails from you
Tax returns or financial documents
Bank details provided by you
Client assessment and onboarding questionnaires

Types of Private Information Collected

Thomas and Associates may collect the following types of information to perform services on your behalf:

Personal information:

Name of taxpayer
Name of dependent(s)
Email address(es)
Physical address(es)
Contact telephone number(s)
Information directly related to completing authorized services, such as Social Security number(s) (SSN), Tax Identification number(s) (TIN), Employer Identification number(s) (EIN), birth dates, driver’s license number(s), and similar identifiers as needed for the services you have requested.

Communicating with Clients

To perform services as efficiently as possible, using the private information collected from you, Thomas and Associates may reach out to you in a variety of ways. This includes but is not limited to internet-based communications such as email or online conference platforms. More traditional means of communication like telephony, facsimile, or SMS may also be used.

Unless you explicitly notify Thomas and Associates otherwise, you permit us to contact you via SMS and to receive SMS messages from us. SMS messages may be used for appointment scheduling, appointment reminders, non-sensitive client communications, filing instructions, and billing notifications. Message frequency varies. Message and data rates may apply. We do not share your contact information with third parties for marketing purposes. For additional information on how we handle PII, including SMS terms, see the full policy on this page.

Automatically Collected Information

We do not collect data on how you visit this website. Our website does not use cookies to enhance its functionality.

Children’s Privacy Protection

Protecting a child’s privacy is important to Thomas and Associates. We do not and will not knowingly solicit, intentionally collect, receive, or maintain information about anyone under the age of 13. If we obtain actual knowledge that we have received such information, we will take steps to delete it.

We do not purchase your PII from third parties. We do not sell or share your PII with third parties except as described in this Privacy Policy. From time to time, Thomas and Associates may be obligated to share your PII with entities such as third-party service providers, business partners, or as needed for compliance or legal purposes. Third-party service providers would only have access to the PII necessary to aid in the services we are performing on your behalf, and they must process the PII in accordance with this Privacy Policy.

Examples of how your PII might be shared:

Providing services on your behalf
Payment processing
Providing client support
Sending communications

Why we may share your PII for legal reasons:

We may disclose your PII for legal reasons, including:

As part of a merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company, where client information will be one of the transferred assets
As required by law, for example, to comply with a valid subpoena or other legal process
When we believe in good faith that disclosure is necessary to protect our rights or to protect your safety (or the safety of others)
To respond to a government request

We will not disclose your PII to other third parties unless you provide Thomas and Associates affirmative consent.

How We Keep Your Information Secure

Thomas and Associates is committed to ensuring that your PII is secure. Except as otherwise described in this Privacy Policy, we restrict access to PII and other personal data about you to employees of our firm and other parties who must use that information to provide services on our behalf to you. We maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your PII. Despite these efforts, security cannot be guaranteed against all threats. We limit access to your PII to those who have a need to know and require those individuals to maintain the confidentiality of such information.

How Long We Store Your Information

Depending on how we need to use your information, we store your personal information for the minimal period of time required by law or as needed to provide you services and fulfill the purposes described in this policy.

Your Privacy Rights

Thomas and Associates generally collects only the PII necessary to fulfill your request. Where additional, optional information is sought, you will be notified at the point of collection.

Depending on the jurisdiction in which you are located, you may have the following rights in relation to your personal data:

Right of access and data portability. You may have the right to request that we disclose to you information about our collection and use of your personal data.
Right to deletion. You may request that we delete certain personal data that we have collected about you, subject to our right to retain data for specific purposes as permitted by law.
Right to opt out. You may have the right to request that your personal data not be used for purposes beyond those for which it was collected.
Right to correct. If your personal data is incomplete or incorrect, you have the right to correct it.
Right to non-discrimination. You have the right to exercise any of the rights listed above without discrimination by us or additional charges.

Privacy Policy Changes

Thomas and Associates may update this Privacy Policy from time to time at our discretion. All updates will be posted on this page.

Contact Us

We value your business and are committed to protecting your privacy. If you have any questions or comments about our Privacy Policy, please contact us:

Thomas and Associates

Address: 123 Main Street, Suite 100, Anytown, ST 12345
Phone: (555) 123-4567
Email: info@jthomasfinancial.com

You may also visit our Contact page for additional ways to reach us.

SMS Terms & Conditions

The following terms apply to SMS communications from Thomas and Associates.

The phone numbers obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications

If you have consented to receive text messages from Thomas and Associates, you may receive messages related to the following:

Appointment reminders
Follow-up messages
Billing inquiries
Filing instructions and service-related notifications
Promotions or offers (if applicable and where you have opted in)

Message Frequency

Message frequency may vary depending on the type of communication. For example, you may receive up to a few SMS messages per month related to your appointments, billing, or services.

Potential Fees for SMS Messaging

Standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method

You may opt in to receive SMS messages from Thomas and Associates in the following ways:

Verbally, during a conversation with our staff
By providing your phone number and consent when requested (e.g., during onboarding or via a form)

Opt-Out Method

You can opt out of receiving SMS messages at any time. To do so, reply STOP to any SMS message you receive from us. Alternatively, you can contact us directly by phone or email to request removal from our messaging list.

Help

If you experience any issues or have questions, you can reply with the keyword HELP to any message, or contact us directly at (555) 123-4567 or info@jthomasfinancial.com. You may also visit our Contact page or this Privacy Policy page for more information.