Privacy Policy

Revised December 15, 2025

This Privacy Policy explains how Schyler C. Smiley, CPA PLLC (“the Firm,” “we,” “us,” or “our”) collects, uses, and protects information when you visit our website or use any of our accounting solutions (“Services”), including but not limited to bookkeeping, tax, payroll, advisory, and software solutions.

By using our website or engaging our Services, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect the following types of information:

  • Contact information: name, mailing address, email address, phone number.

  • Business and financial information: business name, entity type, tax identification numbers, financial statements, bank and payroll records, tax documents, and other information needed to provide our Services.

  • Website usage information: IP address, browser type, pages visited, date and time of access, and similar technical data collected through cookies or similar technologies.

Information is collected when you:

  • Contact us by phone, email, or through our website;

  • Upload documents through a secure portal; or

  • Engage us to provide professional Services.

How We Use Information

We use the information we collect to:

  • Provide and manage accounting Services;

  • Prepare tax returns, financial statements, and other deliverables;

  • Communicate with you about engagements, billing, and service updates;

  • Maintain internal records and comply with legal, regulatory, and professional obligations; and

  • Operate, maintain, and improve our website and practice.

We do not sell your personal information.

Confidentiality and Tax Return Information

As a professional accounting firm, we are required to maintain the confidentiality of your information under applicable law and professional standards.

For U.S. tax clients, “tax return information” is subject to specific rules under the Internal Revenue Code. We will not disclose or use your tax return information for purposes other than preparing or assisting in the preparation of your tax returns, or as otherwise permitted by law, unless you provide any required written consents.

Information Sharing

We may share information in limited circumstances:

  • Service providers: With third-party vendors who support our operations (for example, secure portals, tax and accounting software, IT support, payment processors). These parties are permitted to use information only to perform services for us and are expected to protect it appropriately.

  • Legal and regulatory requirements: When required by law, regulation, court order, or government request, or to protect our rights or the rights of others.

  • Business transfers: In connection with a merger, sale, or other transfer of all or part of the Firm, subject to applicable confidentiality obligations.

We do not share information with third parties for their independent marketing purposes.

Data Security and Retention

We use reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, disclosure, alteration, or destruction.

We retain information for as long as necessary to provide Services, meet legal and regulatory requirements, and maintain appropriate records. In many cases, this means retaining records for a number of years after the end of an engagement, in line with professional and legal standards.

Your Choices

You may contact us to:

  • Update or correct your contact information;

  • Request copies of certain records we maintain, subject to legal and professional obligations;

  • Ask questions about how your information is used or shared; or

  • Opt out of non-essential email communications (such as newsletters or general updates), while still receiving necessary communications related to your engagement.

Some information cannot be deleted or restricted where we are required by law or professional standards to retain it.

Cookies and Website Analytics

Our website may use cookies or similar technologies to improve functionality and understand how visitors use the site. You can usually adjust your browser settings to refuse cookies or alert you when cookies are being used. Some features of the website may not function properly if cookies are disabled.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. You should review the privacy policies of any third-party sites you visit.

Changes to This Policy

We may update this Privacy Policy from time to time. When changes are made, the “Revised” date at the top of this page will be updated. Your continued use of our website or Services after any changes are posted constitutes acceptance of the updated Policy.