Privacy Policy

Last Updated: July 7, 2026

1. Information Collection

Sandeep Mistry & Associates collects personal identification data (names, email addresses, phone numbers) when you submit queries or consult requests. For clients, we collect accounting books, salary details, ledger records, PAN, TAN, GSTIN, and income details necessary to complete tax filings and statutory auditing.

2. Usage of Financial Data

All business financial data and personal records collected are strictly utilized to:

• Draft and file Income Tax Returns (ITR) and GST submissions.
• Conduct statutory audits, tax audits, and compliance reviews.
• Formulate optimized tax strategies and plan LIC insurance portfolios.
• Communicate assessment status changes and billing notices.

3. Data Security & Integrity

We implement bank-grade encryption protocols and secure internal file servers to prevent unauthorized access, alteration, or disclosure of your ledger records. Sandeep Mistry & Associates maintains a zero-sharing policy with third parties, except where required by law (e.g., filings with the Income Tax Department or GST portal under client credentials).

4. Retention Policy

Client financial information and tax logs are retained for the statutory duration mandated under Indian Income Tax laws and corporate guidelines. Upon completion of service terms, historical client records are archived securely.

5. Contact Information

For any queries regarding this policy or to request data updates, write to us at:
Email: account@smassociates.info
Phone: +91 84696 94411