Privacy Policy

Overview

SmartMatchUSA (“we,” “our,” or “us”) operates this website to help Americans connect with independent professionals for tax help, retirement income planning, and other services. This Privacy Policy explains what personal information we collect, how we use it, and your choices regarding that information. By using our website, you agree to the practices described in this policy.

Information We Collect

When you submit a request form on our website, we collect the following information:

• First and last name
• Phone number
• Email address
• State of residence
• The type of help you are requesting and related details you provide
• Best time to contact you

We may also automatically collect certain technical information when you visit our site, including your IP address, browser type, pages visited, and referring URL. This information is used for analytics and site improvement.

How We Use Your Information

We use the information you provide to:

• Match you with a relevant partner professional based on your request
• Share your contact information with that professional so they can reach out to you regarding your request
• Follow up regarding your request if needed
• Improve the quality of our matching process
• Comply with applicable laws and regulations

Information Sharing

We share your contact information with the independent partner professional(s) we identify as a potential match for your request. This sharing is the core purpose of our service and is the basis on which you submit your request.

We do not sell your personal information to data brokers or unrelated third parties.

We may also share information with third-party service providers who assist us in operating our website or conducting our business, such as analytics platforms and email services. These providers are required to protect your information and use it only as directed.

Advertising and Tracking

We may use Meta Pixel, Google Ads tags, or similar advertising pixels to measure the effectiveness of our marketing. These tools may collect information about your activity on our site. You can opt out of interest-based advertising by visiting optout.aboutads.info or through your browser’s privacy settings.

Cookies

Our website may use cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. You can configure your browser to refuse cookies; however, some features of the site may not function correctly if you do so.

Data Retention

We retain the personal information you provide for as long as necessary to fulfill the purpose for which it was collected or as required by law. If you would like us to delete your information, please contact us using the information below.

Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information
• Opt out of marketing communications at any time

To exercise any of these rights, please contact us at the email address below.

Children’s Privacy

Our website is not directed at children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us and we will delete it promptly.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the “Last updated” date at the top of this page. Your continued use of the site after any changes constitutes your acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at:

SmartMatchUSA
Email: support@smartmatchusa.com