Privacy Policy

We collect information you choose to provide, including your name, email address, phone number, company, role, property details, transaction context, questionnaire responses, and any message or document details you submit through the site.

We also collect basic technical and usage information that helps operate and secure the website, such as IP address, browser type, device information, pages visited, referral source, timestamps, and approximate location derived from technical data.

We use submitted information to respond to inquiries, evaluate whether JPOPE Tax Consultancy is a good fit for a planning conversation, prepare follow-up communications, improve the website, maintain security, and support normal business recordkeeping.

Information submitted through contact, scheduling, or questionnaire forms may be routed through email, hosting, analytics, and database systems configured for the website.

The site may use privacy-conscious analytics and similar technologies to understand page performance, traffic patterns, and visitor interaction. Browser settings may allow you to block or delete cookies, although some site functions may not work as intended.

We do not sell personal information. We may share information with service providers that help host, secure, analyze, or operate the website; with professional advisors when needed for business, legal, accounting, or compliance purposes; or when required by law.

If you ask JPOPE Tax Consultancy to coordinate with your CPA, attorney, broker, lender, or other advisor, information may be shared with those parties according to your direction.

We retain information for as long as reasonably needed for the purpose it was collected, business records, legal obligations, dispute resolution, and security. We use reasonable administrative, technical, and organizational safeguards, but no website, email, or database system can be guaranteed completely secure.

You may request that JPOPE Tax Consultancy update, correct, or delete information you have provided, subject to legal, security, and business recordkeeping requirements. You may also opt out of non-essential communications by using the instructions in those communications or contacting us directly.

Submitting information through this website does not create a client, tax advisory, legal, accounting, or investment advisory relationship. A professional engagement begins only after the appropriate written agreement is in place.

This website is intended for business and professional audiences and is not directed to children. The site may link to third-party websites or services, and those third parties are responsible for their own privacy practices.

This policy may be updated periodically. The current version will be posted on this page with an updated date.

Questions about this policy can be sent to JPOPE Tax Consultancy at JPOPE@JamiePope.com or by phone at 615-429-7883.