Privacy Policy

Krystal Smith Accounting**

Effective Date: 12/01/2025

Krystal Smith Accounting (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our accounting, bookkeeping, tax preparation, consulting, or related services.

We may collect the following categories of information:

• Name, address, phone number, email address
• Date of birth, Social Security number, and other identifying information
• Employment and income details

• Bank account information
• Tax documents and filings
• Business financial statements
• Payroll records
• Accounting system data

• IP address
• Browser type and device information
• Usage data when visiting our website (if applicable)

• Employers, financial institutions, or other authorized representatives
• Government agencies (e.g., IRS, state tax authorities)

We use your information to:

• Provide accounting, tax, and financial services
• Prepare and file tax returns
• Maintain accurate financial records
• Communicate with you regarding your account or services
• Comply with legal, regulatory, and professional obligations
• Improve our services and internal processes

We do not sell or rent your personal information.

We implement administrative, technical, and physical safeguards to protect your data, including:

• Secure data storage and encryption
• Restricted access to sensitive information
• Confidentiality agreements with staff and contractors
• Regular system monitoring and security updates

While we take reasonable measures to protect your information, no method of transmission or storage is completely secure.

We may share your information only in the following circumstances:

When you authorize us to share information with third parties such as lenders, attorneys, or financial advisors.

Trusted vendors who assist with:

• Data storage
• Software platforms
• Payment processing
• IT support

These providers are required to maintain confidentiality.

We may disclose information to:

• IRS or state tax authorities
• Law enforcement
• Courts or regulatory bodies as required by law.

We retain your information only as long as necessary to:

• Provide services
• Meet legal and regulatory requirements
• Maintain business records

When information is no longer needed, we securely dispose of it.

Depending on your location and applicable laws, you may have the right to:

• Access your personal information
• Request corrections
• Request deletion (subject to legal requirements)
• Limit certain uses of your data

To exercise these rights, contact us using the information below.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.