Smart Money Taxes respects the privacy of website visitors and clients. This Privacy Policy explains how information may be collected, used, stored, and disclosed through the website and related communications.

Smart Money Taxes may collect personal information voluntarily submitted through contact forms, appointment requests, calls, messages, and other direct interactions. This may include names, phone numbers, email addresses, service selections, appointment preferences, and message content. Depending on the service process, additional information may later be collected through secure workflows, document exchange systems, or office procedures.

Information may be used to respond to inquiries, schedule appointments, deliver requested services, communicate with clients, maintain internal records, improve operations, and comply with applicable legal, regulatory, tax, or notarial obligations.

Tax preparation and notarial services may involve the handling of sensitive or confidential information. Smart Money Taxes takes reasonable steps to handle such information responsibly within its service workflows. However, website contact forms should not be used by visitors to submit highly sensitive personal information unless the website and intake systems are specifically designed for secure submission.

Smart Money Taxes does not sell personal information as part of ordinary website operations. Information may be shared with service providers, technology vendors, scheduling systems, document management platforms, tax software systems, legal authorities, or regulatory bodies when necessary to operate the business, deliver services, satisfy compliance obligations, or respond to lawful requests.

The website may use cookies, analytics tools, or similar technologies to understand traffic patterns, improve usability, and support website performance. Visitors may adjust browser settings to manage certain cookie preferences, subject to website functionality.

Information may be retained for as long as reasonably necessary for business operations, legal compliance, recordkeeping, dispute resolution, or enforcement of agreements, subject to applicable law and professional requirements.

Smart Money Taxes uses reasonable administrative, technical, and physical safeguards appropriate to the nature of the information and the systems in use. No online transmission or storage system can be guaranteed to be completely secure.

Visitors may contact Smart Money Taxes to ask general questions about the handling of personal information or to request updates to contact details where appropriate. Certain records may need to be retained for legal, tax, notarial, or operational reasons.

The website is not directed to children under the age of 13, and Smart Money Taxes does not knowingly collect personal information from children through the website for independent use.

This Privacy Policy may be updated from time to time. The current version should always be posted on the website.