Privacy Policy

Effective Date: 4/24/25

Last Updated: 4/24/25

1. Who We Are

J Smith & Company LLC (“we,” “our,” or “us”) is a U.S.-based accounting firm providing tax, bookkeeping, advisory, and CFO services through our website at www.jsmith-company.com.

2. What Information We Collect

We may collect the following types of personal and business information:

• Full name, address, phone number, and email

• Social Security Numbers and Tax Identification Numbers

• Banking information (for refunds and payroll processing)

• Financial documents (e.g., tax returns, W-2s, 1099s, income statements, balance sheets)

• IP address and cookie data (via analytics tools, if used)

3. How We Collect Your Information

We collect data through:

• Secure forms on our website

• Document uploads via Dropbox or secure portals

• Client intake calls (phone or video)

• Occasional email communication (though we minimize this for sensitive data)

4. How We Use Your Information

We use your information to:

• Deliver tax and accounting services

• Process payroll and invoicing

• Communicate with you regarding services

• Comply with legal obligations

5. Third-Party Services

We may use third-party services to help operate our business, such as:

• QuickBooks Online (accounting)

• Gusto (payroll)

• Dropbox (document storage)

• Google Workspace / Microsoft 365 (email and document management)

• CCH Axcess or ProConnect (tax software)

These providers are obligated to protect your data and only use it as necessary to support our services.

6. Sharing Your Information

We do not sell or rent your data. We may only share it:

• With your explicit consent (e.g., for bank filings or payroll processing)

• As required by law or government request

• With subcontractors or professional partners under confidentiality agreements

7. Data Retention

We retain client data for seven (7) years in accordance with IRS and state statute of limitations. After that period, all electronic files are permanently deleted, and any physical documents are securely shredded.

8. Your Rights

You may request to review, update, or delete your personal information by contacting us at:

Email: jared.smith@jsmith-company.com

9. Security

We follow industry-standard practices to protect client data and comply with the Gramm-Leach-Bliley Act and IRS data security requirements.

10. Policy Updates

This Privacy Policy may be updated from time to time. Revisions will be posted on this page with the updated effective date.