Effective Date: November 3, 2026

JDT Edge Advisory & Consulting Services ("JDT Edge Advisory," "we," "our," or "us"), a division of Ozee Edge Holdings LLC, is committed to protecting the privacy, confidentiality, and security of the personal, financial, and business information entrusted to us.

This Privacy Policy explains how we collect, use, store, protect, and disclose information when you visit our website, schedule consultations, or engage with our business advisory, accounting, tax strategy, personal financial education, career consulting, and specialized advisory services.

By using our website or engaging our services, you acknowledge the practices described in this Privacy Policy.

Depending on the services requested, we may collect the following information:

• Personal Information: Full name, email address, telephone number, mailing address, and other contact details.
• Financial & Tax Information: Income details, tax returns, financial statements, business expenses, and relevant financial documentation.
• Business Information: Business name, entity structure, ownership details, EIN, registration documents, and financial records.
• Career & Employment Information: Resumes, employment history, professional qualifications, career objectives, and compensation expectations.
• Payment Information: Billing details and transaction records processed through authorized payment service providers.
• Website Usage Data: IP address, browser information, device details, website activity, and cookie-related information.

We collect information directly from clients, through our website, and from authorized third parties where necessary to deliver our services.

We use collected information to:

• Deliver accounting, bookkeeping, tax strategy, business consulting, and financial education services.
• Provide career advisory and remote employment preparation support.
• Process consultation bookings, payments, and receipts.
• Prepare financial reports, business documentation, and authorized filings.
• Communicate regarding appointments, service updates, and follow-up recommendations.
• Improve our website, services, and client experience.
• Maintain accurate records and fulfill contractual obligations.
• Prevent fraud and unauthorized access.
• Comply with applicable federal, state, and regulatory requirements.
• Share promotional communications where permitted by law.

We do not use confidential client tax information for unrelated marketing purposes without any consent required by applicable law.

JDT Edge Advisory does not sell, rent, or trade your personal, financial, or business information.

We may disclose information when reasonably necessary to:

• Provide services through authorized payment processors, accounting platforms, or technology providers.
• Complete government registrations or filings expressly authorized by clients.
• Work with qualified legal, tax, or professional advisers where appropriately authorized.
• Comply with applicable laws, court orders, or regulatory obligations.
• Protect the security, integrity, and lawful operation of our services.

We require appropriate confidentiality and data protection safeguards when engaging service providers that handle sensitive client information.

Tax return information is subject to additional federal confidentiality restrictions and will be used or disclosed only as legally permitted or appropriately authorized.

We seek to implement reasonable administrative, technical, and organizational safeguards designed to protect client information from unauthorized access, disclosure, misuse, alteration, or destruction.

These measures may include:

• Access controls and authentication procedures.
• Secure document storage and information-sharing methods.
• Restricted access to confidential client records.
• Appropriate safeguards for financial and tax documentation.
• Secure payment processing through authorized third parties.

Although we take data protection seriously, no electronic system or internet transmission can be guaranteed completely secure.

Clients are encouraged to avoid transmitting Social Security numbers, banking credentials, or sensitive tax documents through unsecured communication channels.

Our website may use cookies and third-party analytics tools, including Google Analytics where enabled, to improve website performance, evaluate visitor activity, and enhance the user experience.

Visitors can manage or disable cookies through their browser settings or available website privacy controls.

Disabling certain cookies may affect website functionality.

Subject to applicable laws and legal exceptions, you may request to:

• Access personal information maintained about you.
• Correct or update inaccurate personal information.
• Request deletion of eligible information.
• Opt out of promotional emails and marketing communications.
• Withdraw consent where applicable.
• Ask questions regarding how your information is collected, used, or protected.

Certain business, accounting, and tax records may need to be retained to satisfy applicable legal or regulatory requirements.

To submit a privacy request, contact:

Email: info@ozeeedgeholdings.com

Phone: 346-280-1110

Our website may contain links to external websites, scheduling platforms, payment providers, or other third-party services.

JDT Edge Advisory is not responsible for the privacy practices, security policies, or content of independently operated third-party websites.

We encourage visitors to review the privacy policies of those platforms before sharing sensitive information.

We retain personal, business, and financial information for as long as reasonably necessary to fulfill the purposes described in this policy, provide requested services, maintain appropriate records, resolve disputes, and comply with applicable laws.

When records are no longer required, we seek to securely dispose of or de-identify information in accordance with applicable requirements.

Our website and general advisory services are not intended for children under the age of 13.

Where financial education or planning services relate to children, including 529 education savings or custodial investment accounts, relevant information may be collected from parents or authorized guardians.

We do not knowingly collect personal information directly from children under 13 through our website without appropriate parental authorization.

JDT Edge Advisory operates through a virtual consulting model, serving clients across the United States and, where appropriate, internationally.

Client information may be processed through service providers operating in the United States or other jurisdictions.

All services and information-handling activities remain subject to applicable legal, regulatory, and professional requirements.

We reserve the right to update this Privacy Policy to reflect changes in our business operations, professional services, technology, or applicable laws.

Any updates will be published on our website with a revised effective date.

Where required by law, we will provide additional notice or obtain consent before making material changes.

For questions, concerns, or requests related to this Privacy Policy, please contact:

JDT Edge Advisory & Consulting Services

A Division of Ozee Edge Holdings LLC

Email: info@ozeeedgeholdings.com

Phone: 346-280-1110

Location: Houston, Texas, United States

Your Privacy. Our Commitment. Your Trust.

Thank you for trusting JDT Edge Advisory. We are committed to handling your personal, financial, and business information with professionalism, confidentiality, and care.

JDT Edge Advisory — Clarity. Strategy. Legacy

Powered by Ozee Edge Holdings LLC