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Privacy Policy, Terms of Use & Tax Disclaimer
Snow & Associates | Certified Public Accountants
Effective Date: October 19, 2026
At Snow & Associates, we take your financial information seriously. After all, we're accountants—confidentiality, accuracy, and attention to detail are fundamental to what we do.
We believe you should understand how your information is collected, protected, and used when visiting our website or engaging our professional services.
This Privacy Policy, Terms of Use & Tax Disclaimer explains our practices concerning website visitors, clients, confidential financial information, and tax-related guidance.
1. Information We Collect
When you visit our website, contact our firm, or request professional services, we may collect information including:
Your name, email address, telephone number, and business or association name.
Information submitted through website contact forms.
Information you voluntarily provide when requesting accounting, auditing, tax, or consulting services.
Technical information such as IP addresses, browser types, device information, and website usage data.
Financial, accounting, and tax-related information provided during a professional engagement.
We collect information reasonably necessary to respond to inquiries, provide requested services, maintain our business operations, and comply with applicable laws and professional standards.
2. How We Use Your Information
Information collected through our website or professional engagements may be used to:
Respond to inquiries and requests for information.
Provide accounting, auditing, tax preparation, and consulting services.
Communicate with clients and prospective clients.
Schedule appointments and manage professional engagements.
Improve website functionality and visitor experience.
Provide relevant updates regarding accounting, taxation, and regulatory developments.
Comply with applicable legal, regulatory, and professional obligations.
We do not sell client financial information or taxpayer information to third-party marketers.
3. Confidentiality and Protection of Client Information
Protecting confidential client information is a fundamental responsibility of our firm.
Snow & Associates maintains administrative, technical, and physical safeguards designed to protect confidential information against unauthorized access, disclosure, alteration, or misuse.
Our information protection practices are designed to comply with applicable federal and state requirements, including relevant provisions of the Gramm-Leach-Bliley Act, IRS regulations, and professional confidentiality standards.
Access to confidential client information is restricted to authorized individuals and service providers who require such access for legitimate business or professional purposes.
Although we take reasonable precautions to protect information, no electronic transmission or storage system can be guaranteed completely secure.
4. Taxpayer Information and IRS Confidentiality Requirements
Snow & Associates recognizes the heightened confidentiality requirements applicable to federal tax return information.
Tax return information is subject to specific protections under Internal Revenue Code Sections 7216 and 6713 and applicable Treasury regulations.
We do not knowingly disclose or use protected tax return information for unauthorized purposes.
Where required by law, we obtain appropriate taxpayer consent before using or disclosing tax return information for purposes not otherwise permitted.
Taxpayer information may be disclosed when authorized by the taxpayer or otherwise permitted or required by applicable law.
5. Website Security and Electronic Communications
Our website may use secure communication technologies and third-party service providers to support its operation.
However, ordinary email and general website contact forms may not provide the same level of protection as a dedicated secure client portal.
Please do not submit Social Security numbers, bank account information, tax returns, financial statements, or other highly sensitive information through general website contact forms.
Clients should use secure document exchange methods approved by Snow & Associates when transmitting confidential financial or tax information.
6. Cookies and Website Analytics
Our website may use cookies and similar technologies to support website functionality, understand visitor activity, and improve the user experience.
These technologies may collect information about website usage, browser settings, and interactions with our content.
Visitors may be able to restrict cookies through their browser settings. Certain website features may not function properly when cookies are disabled.
Where applicable law requires consent for nonessential cookies or tracking technologies, we will obtain that consent.
7. Tax Guidance, Articles, and Educational Content
Snow & Associates may publish articles, tax updates, financial insights, regulatory developments, and other educational materials through our website.
All information published on our website is provided for general informational and educational purposes only.
While we strive to provide accurate, useful, and timely information, tax laws, regulations, administrative guidance, and judicial interpretations frequently change.
Information presented on our website:
May not reflect the most recent legislative or regulatory developments.
May not apply to your specific financial or tax circumstances.
May omit exceptions, limitations, or special rules relevant to particular taxpayers.
Should not be interpreted as individualized tax, accounting, financial, or legal advice.
Should not be relied upon as the sole basis for making significant financial or tax decisions.
Visitors should consult a qualified professional before implementing tax strategies or making decisions based on information published on our website.
Reading our website does not establish a CPA-client relationship.
A professional relationship is established only through appropriate acceptance procedures and a written engagement agreement.
8. Artificial Intelligence and Published Content
Snow & Associates may use artificial intelligence and other technology-assisted tools to support research, content development, and the preparation of educational materials.
AI-assisted content may include summaries of tax legislation, regulatory developments, accounting standards, and other financial topics.
Although we strive to review published information for accuracy and relevance, AI-assisted content may contain errors, omissions, or outdated interpretations.
Publication of AI-assisted content does not constitute a guarantee of accuracy or applicability to any particular situation.
Visitors should not rely exclusively on AI-assisted content when making tax, accounting, or financial decisions.
Snow & Associates does not represent that any website article, summary, or AI-assisted publication constitutes a formal tax opinion or individualized professional recommendation.
9. No Professional Relationship or Guarantee of Results
Use of this website, including submitting a contact form, requesting information, or reviewing published materials, does not establish a professional relationship between the visitor and Snow & Associates.
Professional services are governed by separately executed engagement agreements specifying the scope, responsibilities, and limitations of the services provided.
Tax outcomes, financial results, and regulatory interpretations depend on individual facts and circumstances.
Snow & Associates does not guarantee particular tax savings, financial outcomes, or regulatory determinations based on information appearing on this website.
10. Third-Party Websites and External Resources
Our website may contain links to government agencies, professional organizations, financial resources, and other third-party websites.
These links are provided for convenience and informational purposes.
Snow & Associates does not control and is not responsible for the content, security, accuracy, or privacy practices of external websites.
Visitors should review the applicable privacy policies and terms of use of third-party websites before submitting personal information.
11. Information Sharing and Service Providers
We may engage third-party providers to support website hosting, communications, document management, accounting systems, tax software, and other legitimate business operations.
Information may be shared with these providers only as reasonably necessary and as permitted by applicable law and professional confidentiality requirements.
Where appropriate, service providers are subject to contractual confidentiality and information security obligations.
We may also disclose information when required by law, legal process, regulatory authority, or other applicable legal obligations.
12. Data Retention
Snow & Associates retains information for periods reasonably necessary to fulfill legitimate business purposes, comply with legal and professional requirements, resolve disputes, and maintain appropriate records.
Retention periods may vary depending on the type of information, applicable regulations, and professional engagement requirements.
When information is no longer required, we take reasonable steps to securely dispose of or otherwise protect it.
13. Your Privacy Rights
Depending on applicable law, individuals may have rights regarding access to, correction of, or deletion of certain personal information.
Requests concerning personal information may be submitted to Snow & Associates using the contact information below.
Certain requests may be limited by legal obligations, professional record-retention requirements, or other applicable exceptions.
We may take reasonable steps to verify identity before responding to requests involving confidential information.
14. Intellectual Property and Website Content
Unless otherwise indicated, original content published on this website is the property of Snow & Associates or is used with appropriate authorization.
Website materials may not be reproduced, republished, or commercially distributed without prior written permission, except as otherwise permitted by law.
Visitors may use publicly available educational materials for personal, noncommercial informational purposes.
15. Limitation of Liability
To the extent permitted by applicable law, Snow & Associates disclaims liability for losses arising solely from reliance on general educational information published on this website without obtaining individualized professional advice.
Website materials are provided without warranties regarding completeness, accuracy, or suitability for a particular purpose.
Nothing in this policy limits rights, remedies, or professional responsibilities that cannot lawfully be excluded.
16. Changes to This Policy
Snow & Associates may update this Privacy Policy, Terms of Use & Tax Disclaimer periodically to reflect changes in applicable law, technology, business practices, or professional requirements.
Updates will be published on this page with a revised effective date.
Continued use of the website following publication of an updated policy constitutes acknowledgment of the updated terms to the extent permitted by law.
17. Contact Information
Questions concerning this policy, website content, privacy practices, or our professional services may be directed to:
Snow & Associates
Certified Public Accountants
Lehi, Utah
Phone: 385-287-8611
Website: snow.cpa
We welcome questions about how your information is collected, used, and protected.