Privacy Policy

Effective Date: [01/01/2026]. Last Updated: [01/01/2026]

1. Introduction

[SMD Financial Group LLC] (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our tax and accounting services or visit our website. We comply with applicable federal and state laws, including the Internal Revenue Service (IRS) regulations and the Gramm-Leach-Bliley Act (GLBA).

2. Information We Collect

We may collect the following types of information:

Personal Identifiable Information (PII): Name, address, email, phone number,.

3. How We Use Your Information

We use your information to:

  • Provide tax and accounting services.
  • Prepare and file tax returns in compliance with IRS regulations.
  • Communicate with you regarding services and compliance requirements.
  • Maintain records as required by law.

4. Sharing and Disclosure

We do not sell your personal information. We may share data only:

  • With government agencies for tax filing and compliance.
  • With trusted service providers under strict confidentiality agreements.
  • When required by law or to protect our legal rights.
  • In accordance with GLBA, we limit sharing of nonpublic personal information to what is necessary for providing services.

5. Data Security

We implement industry-standard security measures, including:

  • Encryption of sensitive data.
  • Secure servers and restricted access.
  • Regular audits and compliance with IRS Publication 4557 and GLBA Safeguards
    Rule.

6. Your Rights

You have the right to:

  • Access and review your personal information.
  • Request corrections or updates.
  • Withdraw consent where applicable.

7. Data Retention

We retain your personal and financial information only as long as necessary to:

  • Fulfill the purpose for which it was collected.
  • Comply with IRS recordkeeping requirements and other applicable laws.
  • Support legitimate business needs such as audits and legal obligations. After the retention period, we securely dispose of or anonymize your data in accordance with IRS and GLBA guidelines.

8. Client Consent

By engaging our services or providing your information, you consent to:

  • The collection, use, and disclosure of your information as described in this
    Privacy Policy.
  • Electronic communications related to your tax and accounting matters. You may withdraw consent at any time, subject to legal and contractual restrictions, by contacting us using the details below.

9. Policy Updates

We may update this Privacy Policy periodically. Changes will be posted on our website with the updated effective date.

10. Contact Us

If you have questions or concerns about this Privacy Policy, contact us at:
Email: [info@smdgrp.com]
Phone: [404-504-7056]
Address: [1050 Crown Pointe Pkwy STE 500,Atlanta, GA- 30338]