Privacy Policy
Last Updated: 11/20/2025
AJ Financial LLC (“AJ Financial,” “we,” “our,” or “us”) provides tax preparation, bookkeeping, payroll, accounting, business advisory, and related financial services to individuals and businesses. We are committed to respecting and protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website or use our services.
1. Information We Collect
We collect personal information directly from you when you engage with our services or communicate with us.
This may include: first and last name, address, email, phone number, tax documents and financial records, Social Security Numbers or Employer Identification Numbers, business information, payment details, and any documents or data you voluntarily submit for tax or financial services.
2. How We Use Your Information
We use your information strictly for legitimate business services, such as: repairing and filing tax returns, providing bookkeeping, accounting, payroll, and advisory services, responding to inquiries and customer support requests, communicating with you about your services, sending newsletters or marketing communications (only with your consent), maintaining accurate business and financial records, and meeting legal, regulatory, and compliance obligations.
3. Marketing Communications
If you opt in, we may use your contact details to send: newsletters, tax tips and financial updates, service announcements, and promotional information about our offerings.
You may unsubscribe from marketing emails at any time using the link provided in each message.
4. How We Share Information
We do not sell, rent, or trade your personal information.We may share information only in the following situations:
Service Providers: Trusted vendors who assist with accounting systems, secure document storage, email distribution, or payment processing
Legal Compliance: If required by law, regulation, subpoena, tax authority, or court order
Professional Obligations: When necessary to perform tax or accounting services you have requested
All third-party partners are required to safeguard your information and use it only for the contracted purpose.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
5. Data Security
We employ administrative, technical, and physical safeguards to protect your personal information from unauthorized access, alteration, or disclosure. While no system is ever 100% secure, we make every reasonable effort to protect your information.
6. Data Retention
We retain your information only as long as necessary to provide services, comply with legal and regulatory obligations, and maintain tax or financial records required under federal or state law.
7. Your Rights & Choices
Depending on your location, you may have the right to: access the information we hold about you, request corrections or updates, opt out of marketing communications, and request deletion of certain personal information (subject to legal retention requirements).
To exercise these rights, contact us at:
hello@ajfinancialllc.com
8. Cookies & Tracking
Our website may use cookies or similar technologies to: improve performance, analyze site traffic, and remember your preferences.
You can adjust your browser settings to refuse cookies, though some site features may not function properly.
9. Children’s Privacy
We do not knowingly collect personal information from individuals under 18. If we learn that such data was collected, we will delete it promptly.
10. External Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of external websites.
11. Changes to This Privacy Policy
We may update this policy from time to time. When we do, we will revise the “Last Updated” date at the top of this page. Continued use of our website or services constitutes acceptance of the updated policy.
12. Contact Us
For questions or concerns about this Privacy Policy or our data practices:
AJ Financial LLC
Fort Worth, Texas
Email: hello@ajfinancialllc.com
Phone: (682) 651-5450
