Privacy Policy

Effective Date: July 31, 2025

At Thrive Tax Services, your privacy and trust are important to us. This Privacy Policy outlines how we collect, use, and protect your personal information when you interact with our website, services, and communications.

1. Information We Collect

We may collect personal information in the following ways:

  • When you fill out a contact form or schedule a discovery call

  • When you become a client and share financial or tax documents

  • When you subscribe to our newsletter or other communications

The types of information we may collect include:

  • Name, email address, phone number, and business details

  • Tax and financial information (as part of service delivery)

  • Website usage data through cookies or analytics tools

2. How We Use Your Information

We use your information to:

  • Provide tax, bookkeeping, and financial advisory services

  • Respond to inquiries and schedule appointments

  • Send important updates or resources related to your services

  • Improve our website and client experience

  • Comply with legal and regulatory requirements

We do not sell, rent, or trade your personal information.

3. How We Protect Your Information

We take data security seriously. Thrive Tax Services uses secure systems and safeguards to protect your personal and financial information, including:

  • Secure file sharing and document storage

  • Password-protected systems and limited access to sensitive data

  • Regular review of our data handling practices

However, no system is 100% secure. We cannot guarantee absolute protection but do our best to minimize risk.

4. Sharing Your Information

We only share your information with:

  • Trusted service providers (e.g., bookkeeping software, secure file storage)

  • Regulatory agencies or legal authorities if required by law

  • No one else, unless you give explicit permission

5. Your Choices

You can:

  • Request a copy of the information we have on file

  • Ask us to update or delete your information (unless we’re required to keep it for legal reasons)

  • Unsubscribe from marketing emails at any time using the link at the bottom of our messages

To make any of these requests, email us at peaktax@outlook.com

6. Cookies and Analytics

Our website may use cookies or analytics tools (like Google Analytics) to understand how visitors use our site. This helps us improve our content and functionality. You can disable cookies in your browser settings if you prefer.

7. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be posted on this page, and the “Effective Date” will be updated at the top.

8. Contact Us

Questions? Concerns? We’re happy to help.
Contact us at:
Thrive Tax Services
peaktax@outlook.com