Last updated: August 3, 2026
Tax Smart Service respects your privacy. This policy explains the information we collect through this website and our online services, how we use it, and the choices available to you.
Information we collect
Depending on how you interact with us, we may collect:
- Contact and identity information, such as your name, email address, telephone number, mailing address, and account details.
- Service and appointment information, including the service requested, scheduling details, messages, and information you choose to submit.
- Tax and financial information needed to provide an agreed service. Sensitive documents should be submitted only through our secure client portal or another method we specifically approve—not through ordinary email or a general contact form.
- Transaction information, such as products or services purchased, payment status, and billing details. Payment card information is generally processed by our payment providers rather than stored directly by this website.
- Device and usage information, such as IP address, browser type, pages viewed, referring pages, approximate location, and cookie or advertising identifiers.
How we use information
We use information to respond to inquiries; schedule appointments; provide requested tax, ITIN, bookkeeping, payroll, notary, and related services; operate client accounts and the secure portal; process transactions; communicate service updates; protect the website and prevent fraud; improve our services; comply with legal and professional obligations; and, where permitted, measure or promote our services.
How information may be shared
We may share information with vendors that support our operations, such as website hosting, appointment scheduling, secure document storage, communications, analytics, advertising, shipping, and payment processing providers. We may also disclose information to tax authorities or other government agencies when directed by you or when required for an agreed service, to professional advisers, to protect rights and safety, to comply with law, or in connection with a business reorganization. Vendors may use information only as allowed by their agreements and applicable law.
We do not sell personal information for money. Some analytics or advertising activity may be treated as “sharing” or targeted advertising under certain state privacy laws. You can limit these technologies using available cookie controls, browser settings, or by contacting us.
Cookies and similar technologies
We and our service providers may use cookies, pixels, and similar technologies for essential site functions, preferences, analytics, and marketing. Details and control options are described in our Cookie Policy.
Data retention and security
We retain information for as long as reasonably needed for the purposes described above, including service delivery, recordkeeping, dispute resolution, and tax, legal, or professional requirements. Retention periods vary by record type. We use administrative, technical, and physical safeguards designed to protect information, but no online system can be guaranteed completely secure.
Your choices and privacy rights
You may unsubscribe from promotional email using the link in the message, adjust browser or device settings, or ask to access, correct, or delete certain personal information. Depending on where you live, additional rights may apply. We may need to verify your identity, and some records may be retained where permitted or required by law.
Children, external links, and international processing
Our services are not directed to children under 13, and we do not knowingly collect their personal information through this website. Our site may link to services operated by others; their privacy practices govern those services. Service providers may process information in the United States or other locations where they operate.
Changes to this policy
We may update this policy as our practices or legal obligations change. The date at the top shows the latest revision.
Contact us
For privacy questions or requests, please contact us or email contact@taxsmartservice.com.