Smith & Co. (“Smith & Co.,” “we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the personal information you share with us. This privacy policy explains how we collect, use, disclose, and protect information obtained through our website and related digital interactions.

Smith & Co. is a DBA. Smith & Co CPA LLC provides tax, consulting, and valuation services. Smith & Co Advisory LLC provides investment advisory services and is an SEC-registered investment adviser.

Information we collect

We may collect the following types of information when you visit our website, complete a form, or otherwise interact with us:

Personal information you provide voluntarily

This may include:

• Name

• Email address

• Phone number

• Mailing address

• Any information you submit through contact forms, scheduling tools, or downloads

Automatically collected information

When you visit our website, we may automatically collect certain information, including:

• IP address

• Browser type and device information

• Pages viewed and time spent on the site

• Referring website or source

This information is collected through cookies and similar tracking technologies.

How we use your information

We use the information we collect to:

• Respond to inquiries and communicate with you

• Provide requested resources or information

• Schedule meetings or consultations

• Improve our website, services, and user experience

• Comply with legal, regulatory, or compliance obligations

We do not sell your personal information.

How we share your information

We may share your information only in the following circumstances:

• With service providers who assist us in operating our website or business (such as hosting, analytics, or scheduling platforms), subject to confidentiality obligations

• When required by law, regulation, or legal process

• To protect the rights, property, or safety of Smith & Co., our clients, or others

We do not share personal information for marketing purposes outside of Smith & Co.

Cookies and tracking technologies

Our website may use cookies and similar technologies to enhance functionality and analyze website usage. You may choose to disable cookies through your browser settings; however, doing so may limit certain features of the site.

Data security

We take reasonable administrative, technical, and physical measures to protect personal information from unauthorized access, misuse, or disclosure. While we strive to protect your information, no method of transmission over the internet or electronic storage is completely secure.

Third-party links

Our website may contain links to third-party websites. Smith & Co. is not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

Children’s privacy

Our website is not intended for children under the age of 13, and we do not knowingly collect personal information from children.

Your privacy rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to request access, correction, or deletion of your information, subject to applicable laws and professional obligations.

To make a request, please contact us using the information below.

Changes to this privacy policy

We may update this privacy policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

Contact us

If you have questions about this privacy policy or our data practices, please contact us at:

Smith & Co.

5354 Main Street
Spring Hill, TN 37174

615-682-4383
brad@smithcoadvisory.com