Last updated: January 2026. This is a general summary and not a substitute for our full engagement terms.
Information we collect
We collect information you provide directly — such as your name, email, phone number, business name, and the details you share when you request a consultation or engage our services.
To prepare returns and provide tax services, we collect the financial and tax documents you upload to our secure portal. We never request sensitive documents by email.
How we use your information
We use your information to respond to inquiries, prepare and file tax returns, represent you before taxing authorities where engaged, and communicate about your engagement.
We do not sell your information. We share it only with the taxing authorities and service providers necessary to deliver the services you request, and only as permitted or required by law.
How we protect it
Documents are exchanged through an encrypted client portal, not email. Access is limited to the professionals working on your engagement, and records are retained in accordance with applicable professional and legal requirements.
Your choices
You may request access to, correction of, or deletion of your personal information, subject to records we are legally required to retain. Contact us at info@smaartcompany.com or +1 (305) 819-3675.