Last updated: August 11, 2026
Smith Patrick Certified Public Accountants respects your privacy. This Privacy Policy explains how information may be collected, used, and shared when you visit smithpatrickcpa.com, contact us through the website, make a payment, use linked client resources, or otherwise interact with our website.
This website provides information about Smith Patrick CPAs, including accounting, tax, advisory, wealth management, valuation and litigation support, expatriate tax, cannabis accounting, articles, payment resources, client portal links, and related services.
Information We Collect
We may collect information you choose to provide through this website, including:
- Name
- Email address
- Phone number
- Mailing address, if provided
- Company or organization name, if provided
- Message or inquiry details
- Payment-related information, if submitted through a payment page or third-party payment provider
- Information submitted through forms, client resource links, or other website features
We may also collect limited technical and usage information automatically, such as IP address, browser type, device type, pages visited, referring website, general location information, date and time of visit, and cookie or analytics information.
Sensitive Financial and Tax Information
Please use caution when submitting sensitive personal, financial, tax, or business information online.
Where possible, sensitive client documents and tax information should be submitted through approved secure systems, such as the client portal, file upload tools, or other secure methods provided by Smith Patrick CPAs, rather than through general website contact forms or standard email.
How We Use Information
We may use information collected through this website to respond to inquiries; communicate with clients, prospective clients, vendors, referral sources, or other contacts; provide information about our services; process payments or direct users to payment resources; provide access to client resources; improve website content, performance, security, and usability; understand general website traffic; maintain business records; and comply with legal, regulatory, professional, tax, accounting, security, or business obligations.
We do not sell personal information submitted through this website.
Contact Forms and Website Communications
If you submit a contact form, the information you provide may be sent by email to Smith Patrick CPAs or its website or service providers so we can respond to your inquiry.
Website forms and email may not be secure methods for transmitting sensitive personal, financial, tax, or confidential business information. Please avoid submitting Social Security numbers, tax documents, account numbers, financial records, or other sensitive information through general website forms unless specifically directed to do so through a secure method.
Payments
This website may include links or tools that allow users to make payments. Payment information may be processed by third-party payment processors or financial service providers.
Smith Patrick CPAs does not intentionally store full credit card numbers or complete payment account information on this website. Payment providers are responsible for processing payment information according to their own terms and privacy policies.
Client Portal, File Uploads, and Third-Party Tools
This website may link to third-party services, including client portals, file upload tools, payment processors, document sharing systems, tax organizer files, mapping services, analytics tools, or other service providers.
Information submitted through those third-party services may be collected and processed by those providers according to their own privacy policies, security practices, and terms of use. Smith Patrick CPAs is not responsible for the privacy practices, security, content, or availability of third-party websites or services.
Cookies and Analytics
This website may use cookies or similar technologies to help the website function, improve security, understand website traffic, and improve the visitor experience.
We may use Google Analytics or similar tools to collect general website usage information. Where available, you may manage cookie preferences through the cookie banner, Cookie Settings link, or Privacy Choices link on this website. You can also adjust cookie settings through your browser.
Third-Party Services
We may use trusted third-party service providers to help operate, secure, and improve the website and related services. These may include website hosting, analytics, payment processing, form processing, spam prevention, security, website performance, client portal tools, file sharing tools, mapping services, fonts, or other technical and business service providers.
Data Security
We use reasonable administrative, technical, and physical safeguards to help protect information collected through this website. However, no website, email system, form, payment system, or online service can guarantee complete security.
Please use secure client portal, file upload, or approved communication methods when submitting sensitive tax, financial, or confidential information.
Data Retention
We may retain information for as long as needed to respond to inquiries, provide services, maintain business records, comply with legal or professional obligations, resolve disputes, maintain security, and support tax, accounting, regulatory, or recordkeeping requirements.
Your Choices
You may choose not to submit information through website forms. You may disable cookies through your browser or use the Cookie Settings or Privacy Choices link on this website, where available.
You may contact us to request access to, correction of, or deletion of information you have submitted through the website, subject to applicable legal, professional, tax, accounting, security, business, or recordkeeping obligations.
Non-U.S. Visitors
This website is operated in the United States and is intended primarily for visitors in the United States. If you access the website from outside the United States, you understand that information may be processed in the United States, where privacy laws may differ from those in your location.
Updates to This Policy
We may update this Privacy Policy from time to time. The “Last updated” date above reflects the most recent version.
Contact Us
Smith Patrick Certified Public Accountants
220 W. Lockwood Ave.
Suite 203
Webster Groves, MO 63119
Phone: (314) 961-1600
Contact: https://smithpatrickcpa.com/contact/