Last Updated: January 9th, 2026

This Privacy Policy explains how Blacksmith CPA, PLLC (“Blacksmith CPA,” “we,” “us,” or “our”) collects, uses, stores, and discloses information when you visit our website, engage our services, or otherwise interact with us (collectively, the “Services”).

We respect your privacy and are committed to protecting the confidentiality and security of your information. This Privacy Policy applies to personal information collected from individuals and organizations that use our Services.

We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date above. We encourage you to review this Policy periodically to stay informed about our information practices.

Information We Collect

Information You Provide to Us

We collect information you provide directly to us, which may include:

• Name, email address, phone number, and mailing address
• Organization name and contact information
• Financial, accounting, and tax-related information provided in connection with our services, including but not limited to information necessary for tax compliance and reporting (such as Form 990 data)
• Communications sent to us via email, website forms, phone calls, or secure client portals
• Any other information you choose to provide

Information We Collect Automatically

When you access or use our website, we may automatically collect certain information, including:

• Internet Protocol (IP) address
• Browser type and device information
• Pages visited and time spent on the site
• Referring and exit pages

This information is used to understand website performance and improve our Services.

Cookies and Tracking Technologies

What Are Cookies?

Cookies are small text files stored on your device by websites you visit. They help websites function properly, enhance user experience, and provide information about website usage.

Types of Cookies We Use

Essential Cookies
These cookies are necessary for the website to function and cannot be disabled in our systems. They enable core features such as security, page navigation, and access to website forms.

Analytics Cookies
We may use analytics tools, such as Google Analytics, to collect information about how visitors interact with our website. Analytics cookies may collect information such as pages visited, time spent on the site, browser type, and approximate geographic location (city/state level). This information is aggregated and used solely to improve our website and services.

Functional Cookies
Functional cookies allow the website to remember certain choices you make, such as form inputs or preferences, to provide a more consistent experience.

Cookies We Do Not Use

• We do not use cookies for behavioral or targeted advertising
• We do not sell or share cookie data with advertisers
• We do not track users across unrelated third-party websites

Managing Cookies

Most web browsers allow you to manage cookie preferences through browser settings. You may choose to block or delete cookies; however, doing so may affect certain website features or functionality.

Use of Information

We may use the information we collect to:

• Provide accounting, tax compliance, and consulting services
• Communicate with you regarding engagements, appointments, and inquiries
• Send administrative and service-related notices
• Maintain records in accordance with legal, regulatory, and professional requirements
• Improve our website, operations, and service offerings
• Comply with applicable laws, regulations, and professional standards

We do not sell your personal, financial, or tax-related information.

Sharing of Information

We may share information only as necessary and as permitted by law:

• With trusted service providers who assist us in operating our business (such as secure hosting, document management, scheduling, analytics, or client portal providers), subject to confidentiality obligations
• To comply with legal, regulatory, or professional requirements
• In response to lawful requests by government or regulatory authorities
• With your consent or at your direction

We may also share aggregated or de-identified information that cannot reasonably be used to identify you.

Professional Confidentiality

As a licensed accounting firm, Blacksmith CPA is subject to strict professional confidentiality obligations, including applicable Internal Revenue Service regulations and professional standards. We do not disclose tax return information except as permitted or required under applicable law, including Internal Revenue Code Section 7216.

Access to client information is limited to authorized personnel only.

Data Retention

We retain personal and financial information for as long as necessary to:

• Provide our Services
• Comply with legal, regulatory, and professional record-keeping requirements

Certain records may not be eligible for deletion upon request due to these obligations.

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your information, including secure systems and restricted access controls. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

You are responsible for safeguarding any login credentials and notifying us promptly of any unauthorized access.

Communications

We may communicate with you via email, phone, or text message for administrative purposes such as scheduling, service updates, or responding to inquiries. We do not send marketing text messages without prior consent. Message and data rates may apply.

Your Rights and Choices

You may request to:

• Access or correct certain personal information
• Limit certain communications

Requests may be subject to legal, regulatory, or professional limitations.

Contact Us

If you have any questions about this Privacy Policy or our information practices, please contact us at:

Blacksmith CPA, PLLC
Email: BryceMorrison@blacksmith-cpa.com
Phone: (512) 825-6667