This page applies to the SAM client app and client portal from SAM Houston Group (Strategic Accounting Management Houston LLC).
How to request deletion
- Email docs@samhoustongroup.com from the email address (or tell us the mobile number) you use to sign in, with the subject “Delete my SAM account”.
- We confirm your identity and reply within 2 business days.
- We complete the deletion within 30 days and confirm by email.
What gets deleted
- Your sign-in account (email or phone login)
- Your profile and contact details in the app
- Chat messages, including conversations with Pete, our AI assistant
- Questionnaire answers, task lists and reminders
- Documents you uploaded, except records we must keep (below)
What we keep, and for how long
As a tax and accounting firm, we must keep certain records after you close your account. Copies of filed tax returns, the supporting documents used to prepare them, and engagement and billing records are kept for up to 7 years from the filing date, as required by IRS rules, Texas and New York law and professional standards. These records are stored securely, are not used for anything else, and are deleted when the retention period ends.
You can also ask us to delete only some of your data, such as chat history or particular uploads, without closing your account, using the same email address.
Contact
Strategic Accounting Management Houston LLC
3050 Post Oak Blvd, Suite 1562, Houston, TX 77056
docs@samhoustongroup.com