Privacy Policy

JAPH Investments, LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at japhllc.com or use our professional services. Please read this policy carefully. If you disagree with its terms, please discontinue use of our site.

1. Information We Collect

We may collect the following categories of information:

Personal Identification Information

— Full name, email address, phone number, and mailing address

— Business name, EIN, and business address (for business clients)

— Social Security Number or ITIN (for tax preparation services only, collected via secure intake)

Financial Information

— Bank statements, credit card statements, and financial records provided for bookkeeping services

— Tax documents including W-2s, 1099s, and prior year returns

— Payment information processed securely through Stripe (we do not store card numbers)

Technical Information

— IP address, browser type, and device information when you visit our website

— Pages visited, time spent on pages, and referring URLs (via analytics)

2. How We Use Your Information

We use the information we collect to:

— Provide, operate, and improve our bookkeeping, tax preparation, and business formation services

— Process payments and manage your subscription or service account

— Communicate with you regarding your services, agreements, and documents

— Prepare and file tax returns on your behalf

— Comply with applicable federal and state laws and regulations

— Send service-related notifications and updates

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

3. How We Share Your Information

We may share your information only in the following limited circumstances:

— Service Providers: We use Stripe for payment processing. Stripe's privacy policy governs their handling of your payment data.

— Government Agencies: We may disclose information to the IRS or state tax authorities as required to file returns on your behalf.

— Legal Requirements: We may disclose information if required by law, court order, or governmental authority.

— Business Transfer: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Security

We employ reasonable administrative, technical, and physical security measures to protect your personal and financial information. Documents uploaded through the client portal are stored using encrypted cloud storage. Payment processing is handled exclusively by Stripe, which maintains PCI DSS compliance. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your financial records and documents for a period of seven (7) years following the termination of your service agreement, consistent with IRS recordkeeping requirements. After this period, records will be securely deleted or destroyed. You may request deletion of your data at any time, subject to our legal retention obligations.

6. Your Rights

You have the right to:

— Access the personal information we hold about you

— Request correction of inaccurate information

— Request deletion of your information (subject to legal retention requirements)

— Opt out of non-essential communications at any time

To exercise any of these rights, please contact us using the information in Section 8 below.

7. Cookies and Analytics

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You may configure your browser to refuse cookies; however, some features of the site may not function properly without them. We use analytics tools to understand how visitors interact with our site. This data is aggregated and does not identify individual users.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on this page with a revised effective date. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

9. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us:

JAPH Investments, LLC

(281) 714-9866
[email protected]

10106 Fallmont Circle, Houston TX 77086