Privacy policy

Effective Date: July 22, 2025

At SMJ Tax Firm and Associates (“we,” “our,” or “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, share, and protect your personal information when you visit our website or use our services.

1. Information We Collect

We may collect the following types of personal information:

  • Name, phone number, email address, mailing address

  • Social Security numbers and other tax identification numbers

  • Employment and income details

  • Financial records, including bank account and payment information

  • Any other information you voluntarily provide through our forms or communications

2. How We Use Your Information

We use your information to:

  • Prepare and file your taxes

  • Communicate with you about your account or services

  • Respond to inquiries or customer service requests

  • Comply with legal and regulatory requirements

  • Improve our services and website functionality

3. Sharing Your Information

We do not sell or rent your personal information. We only share your data with:

  • Authorized employees or contractors working on your file

  • Third-party service providers as required for filing and processing (e.g., IRS e-file systems)

  • Government agencies as legally required

  • Other parties when you provide explicit consent

4. Data Security

We implement industry-standard security measures to protect your personal and financial data, including secure storage, limited access controls, and encryption where applicable. However, no method of data transmission or storage is 100% secure.

5. Cookies and Website Tracking

Our website may use cookies and similar technologies to improve your experience and gather analytics about how our site is used. You can disable cookies in your browser settings at any time.

6. Your Rights

You may request to:

  • Access or update your personal information

  • Ask us to delete your data (unless retention is required by law)

  • Withdraw consent for certain types of data use

To make any of these requests, contact us at the information below.

7. Updates to This Policy

We may update this Privacy Policy periodically. When we do, we will update the “Effective Date” at the top. Please check back occasionally to stay informed of any changes.

8. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us