Last updated: October 16, 2026
This Privacy Policy explains how Brendan Smith, CPA (“I,” “me,” or “my”), a solo tax practice providing tax planning and preparation, collects, uses, and protects information through brendan.cpa (the “Site”). Questions? Email taxes@brendan.cpa.
Information I Collect
- Information you provide: your name, email address, and message details when you use my contact or fee-estimate forms, book an appointment, pay for a consultation, or sign up for tax form alerts.
- Client documents: onboarded clients may upload tax documents through Intuit Link, a secure portal.
- Payment information: consultation payments are processed by QuickBooks/Intuit. I do not receive or store your full card or bank details.
- Automatic information: my host, WordPress.com (Automattic), may collect standard server logs, cookies, and site statistics (such as IP address, browser type, and pages visited).
- Browser-only tools: my calculators, estimator, and form tracker run in your browser. Any data you enter is stored locally in your browser only and is not sent to me.
How I Use Information
- To respond to inquiries and prepare fee estimates
- To schedule appointments and process payments
- To provide tax planning and preparation services
- To send tax form alerts and filing reminders you signed up for
- To operate, secure, and improve the Site
- To meet legal and professional obligations
CPA Confidentiality
Client information is handled under applicable professional standards for CPAs and IRS rules, including Internal Revenue Code Section 7216, which restricts the use and disclosure of tax return information. I will not use or disclose tax return information except as permitted by law or with your consent.
How Information Is Shared
I never sell your personal information. I share information only with service providers that help me run my practice and Site, and only as needed to provide their services:
- WordPress.com (Automattic): website hosting
- Web3Forms: delivers contact and fee-estimate form submissions to taxes@brendan.cpa
- YouCanBook.me: appointment scheduling
- QuickBooks/Intuit: consultation payments and secure document upload (Intuit Link)
- Brevo: email tax form alerts (sent from notifications@brendan.cpa)
I may also disclose information if required by law, court order, or professional regulation.
SMS / Text Messaging
Brendan Smith, CPA does not currently offer text message (SMS) alerts and does not collect phone numbers through the Site. Tax form alerts, if offered, are sent by email only.
Data Retention
I keep personal information only as long as needed for the purposes above. Client records are retained as required by professional standards and law. Alert subscriptions are kept until you unsubscribe. Data stored by browser-only tools stays on your device until you clear it.
Security
I use reputable providers and reasonable safeguards, including secure portals for client documents. No method of transmission or storage is 100% secure, so please do not send sensitive tax documents by regular email or website forms.
Your Choices
- Unsubscribe from email alerts using the link in any email.
- Block or delete cookies through your browser settings.
- Clear browser-only tool data by clearing your browser’s site data.
- Email taxes@brendan.cpa to request access to, correction of, or deletion of your information, subject to legal and professional record-keeping requirements.
Children’s Privacy
The Site is not directed to children under 13, and I do not knowingly collect personal information from them.
Changes to This Policy
I may update this policy from time to time. Changes will be posted on this page with a new “last updated” date.
Contact
Brendan Smith, CPA
Email: taxes@brendan.cpa