Privacy Policy

Effective date: September 29, 2026
Last updated: September 29, 2026

Princewillton Smart Tax & Bookkeeping LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy outlines our practices regarding the collection, use, maintenance, and disclosure of personal and financial information when you visit our website, retain our tax preparation or bookkeeping services, or communicate with our staff.

1. Information We Collect

Personal Identification & Financial Information

We collect personal and financial information that you voluntarily provide to us when inquiring about or engaging our tax and accounting services. This information may include:

  • Full legal name, date of birth, Social Security Number (SSN), or Individual Taxpayer Identification Number (ITIN)
  • Contact details including email address, telephone number, and physical billing or mailing address
  • Income documentation, W-2 forms, 1099 statements, investment statements, and general tax filing records
  • Business accounting records, profit & loss statements, balance sheets, and expense receipts
  • Bank account and routing details provided for direct deposit of tax refunds or fee disbursements

Technical & Log Data

When accessing our digital portal, our servers may automatically collect standard web log information, such as your IP address, browser type, device identifiers, referring URLs, and session activity to ensure portal integrity and prevent unauthorized access.

2. How We Use Your Information

We utilize the collected information strictly for professional accounting, tax, and compliance purposes, including:

  • Preparing, reviewing, and e-filing federal, state, and local tax returns with regulatory bodies
  • Performing monthly bookkeeping, financial statement generation, account reconciliations, and payroll support
  • Communicating regarding account balances, document requests, filing status, and critical tax deadlines
  • Adhering to professional accounting standards, statutory obligations, and IRS Section 7216 rules
  • Protecting against unauthorized transactions, identity theft, and fraudulent claims

3. Information Sharing and Disclosure

We do not sell, rent, lease, or monetize your personal or financial information. We only disclose client records under the following limited circumstances:

  • Government & Tax Agencies: Submitting tax filings and required schedules directly to the Internal Revenue Service (IRS) and applicable state tax authorities upon your formal authorization.
  • Authorized Service Providers: Secure tax software vendors, cloud storage infrastructure, and payment processing platforms bound by strict contractual non-disclosure agreements.
  • Legal & Regulatory Compliance: When mandated by court summons, legal process, or applicable statutory laws to protect our legal rights, property, or client safety.

4. Data Security and Confidentiality

We maintain stringent physical, electronic, and procedural safeguards in compliance with federal standards to protect your non-public personal information. This includes end-to-end encryption for electronic transmissions, secure client portal environments, and restricted access limited only to authorized staff members requiring the data to service your account.

5. Document Retention Policy

In accordance with standard accounting retention schedules and IRS regulations, we retain tax return copies, supporting work papers, and bookkeeping records for a standard minimum period of seven (7) years. After this statutory period, records are securely purged and destroyed in a manner ensuring permanent non-recoverability.

6. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or how your personal financial information is handled, please reach out to us at:

Princewillton Smart Tax & Bookkeeping LLC
Email: [email protected]