Last updated: May 27, 2026

PennySmart Group ("we," "our," or "us") respects your privacy. This Privacy Policy explains what information we collect when you use our website (pennysmartgroup.com) and how we handle it.

Information we collect

Information you give us. When you contact us through our website forms or by phone, email, or text, you may share your name, email address, phone number, type of service requested, and any details you choose to include in your message.

Information collected automatically. When you visit our website, our hosting provider and analytics tools log basic technical data: your IP address, browser type, device type, the pages you visit, the date and time of your visit, and the page that referred you. This data is used to understand site usage and improve performance.

Cookies. Our site uses small text files (cookies) stored in your browser. Some are essential for the site to function; others help us measure traffic and run advertising. You can disable cookies in your browser settings; doing so may affect how the site works.

How we use your information

• To respond to your inquiry and schedule appointments
• To provide the tax, bookkeeping, notary, legal-document, or immigration-form service you requested
• To send appointment reminders, follow-ups, and service updates by email, phone, or text
• To improve our website and understand which content is most useful
• To measure the effectiveness of our advertising (Google Ads)
• To meet legal, tax, and recordkeeping obligations

We do not sell your personal information to third parties.

Third-party services we use

• Google Analytics & Google Ads — to measure site traffic and run conversion tracking. Google may set cookies on your browser. See Google's Privacy Policy. You can opt out of Google Analytics with the Google Analytics Opt-out Add-on.
• Hosting provider — stores the site's files and logs basic traffic data.
• Email and SMS service — used to reply to your messages and send appointment notifications.

How long we keep your information

We keep client records as long as needed to provide our services and to meet IRS, state, and professional recordkeeping requirements (generally 7 years for tax-related records). Inquiry data from contact forms is kept up to 24 months unless you become a client.

How we protect your information

We use industry-standard technical and organizational measures to protect the data you share with us — encrypted connections (HTTPS) on our website, access controls on our internal systems, and secure storage of sensitive documents. No system is 100% secure; we cannot guarantee absolute security.

Your rights

You can ask us at any time to:

• See what personal information we hold about you
• Correct inaccurate information
• Delete your information (subject to our legal recordkeeping obligations)
• Opt out of marketing emails (use the unsubscribe link or contact us)

To exercise any of these rights, contact us using the details below.

Children's privacy

Our services are not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided us information, contact us and we will delete it.

Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date at the top will reflect any changes. Continued use of the site after an update means you accept the revised policy.

Contact us

If you have questions about this Privacy Policy or about your data, contact:

PennySmart Group
1121 W Price Blvd, Box 156
North Port, FL 34288
(Mailing address only)

Phone/Text: (941) 282-5787
Email: info@pennysmartgroup.com