Privacy Policy
Your privacy matters to us. This policy explains how SMH Associates collects, uses, and protects your personal information when you visit our site or work with us. By using this site, you agree to these practices.
Last updated: 2 NOVEMBER 2025
1. Introduction
SMH Associates (“we,” “us,” or “our”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide through our website smhassociates.com (the “Website”) and in our professional interactions.
2. Information We Collect
We collect personal information you voluntarily provide when you:
• Complete our contact form or request a consultation
• Subscribe to communications or updates
• Contact us directly via phone or email
This information may include your name, email, phone number, and any message or details you choose to share. We also collect limited technical data (e.g., browser type, IP address, and pages visited) to improve our site’s performance and user experience.
We do not collect or store tax returns, financial data, or other confidential materials through our website.
3. How We Use Your Information
We use the information we collect to:
• Respond to inquiries and service requests
• Provide professional tax, accounting, and advisory services
• Maintain internal business records and comply with legal obligations
• Improve our website and services
Your information will never be sold or shared for marketing purposes.
4. Professional Confidentiality
As a professional accounting and advisory firm, we comply with all applicable confidentiality standards, including the AICPA Code of Professional Conduct and IRS regulations. Any client information shared during engagement is protected under strict confidentiality and only disclosed when required by law.
5. Data Sharing and Legal Compliance
We may share limited information with trusted service providers (e.g., website hosting or analytics) solely to operate and maintain the Website. These providers are bound by confidentiality obligations. We may also disclose information if required by law, regulation, or legal process.
6. Cookies and Analytics
We use cookies and standard analytics tools (like Google Analytics) to measure traffic and usage. You can disable cookies in your browser settings.
7. Data Security
We take reasonable precautions to protect your information through secure servers and restricted access. However, no method of online transmission is completely secure, and we cannot guarantee absolute protection.
8. Your Rights
You may request to access, update, or delete personal information we hold about you by emailing info@smhassociates.com. We will respond to all requests within a reasonable timeframe.
9. Third-Party Links
Our Website may include links to other websites. We are not responsible for the content or privacy practices of third-party sites.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated “Last updated” date.
11. Contact Information
If you have questions about these Terms, please contact:
SMH Associates, Inc.
3000 Scott Blvd., Ste 107
Santa Clara, CA 95054
Email: info@smhassociates.com