Privacy Policy
Strategic Tax Partner
Effective Date: 01-01-2020
Strategic Tax Partner (“STP,” “we,” “our,” or “us”) is committed to protecting the privacy and security of the personal and financial information entrusted to us. As a professional tax and accounting firm, we follow applicable federal privacy standards including the Gramm-Leach-Bliley Act (GLBA), the FTC Safeguards Rule, and guidance contained in IRS Publication 4557 regarding the protection of taxpayer information.
This Privacy Policy describes how information is collected, used, protected, and maintained when you interact with our website or our services.
Information We Collect
In order to provide tax, accounting, and financial services, Strategic Tax Partner may collect certain personal or business information including, but not limited to:
• Name
• Contact information (email address, phone number, mailing address)
• Business information
• Financial information related to tax preparation or accounting services
• Documents submitted through our secure client portal
• Information voluntarily submitted through website contact forms or appointment scheduling tools
We only collect information that is reasonably necessary to provide professional services to our clients.
How We Use Your Information
The information we collect may be used for the following purposes:
• Providing tax preparation, tax planning, accounting, bookkeeping, and payroll services
• Communicating with clients regarding services or requests
• Meeting federal and state regulatory obligations
• Maintaining client records required for professional compliance
• Improving client service and operational efficiency
We do not sell, rent, or trade client information to third parties.
Information Security
Strategic Tax Partner maintains strict safeguards to protect the confidentiality and security of client information.
These safeguards include:
• Compliance with IRS Publication 4557 security guidelines
• Compliance with the FTC Safeguards Rule
• Maintenance of a Written Information Security Plan (WISP)
• Restricted internal access to client data based on employee role and necessity
• Secure document transmission and storage practices
Sensitive financial documents are stored and transmitted through SmartVault, a secure client portal designed to protect confidential financial data through encrypted storage and secure authentication.
Access to client data is limited strictly to Strategic Tax Partner personnel who require the information to perform their professional responsibilities.
Secure Document Transmission
To protect client privacy and reduce risk of unauthorized access, Strategic Tax Partner requires that sensitive documents containing financial or personal information be transmitted through our secure client portal.
We do not request Social Security numbers or confidential financial documents through email whenever secure portal transmission is available.
Information Sharing
Strategic Tax Partner does not disclose client information to third parties except when:
• Required by law or regulatory authority
• Necessary to provide professional services authorized by the client
• Required for legal or compliance purposes
Under no circumstances do we sell or commercially distribute client information.
Data Retention
Client information may be retained for the period required to provide services, comply with professional standards, or satisfy legal and regulatory requirements.
Secure records are maintained using systems and procedures designed to prevent unauthorized access.
Your Privacy Rights
If you believe Strategic Tax Partner holds personal information about you that you would like reviewed, corrected, or deleted where appropriate, you may contact us.
Requests may be submitted by email to:
We will review requests and respond in accordance with applicable privacy and regulatory requirements.
Updates to This Privacy Policy
Strategic Tax Partner may update this Privacy Policy periodically to reflect regulatory changes, improvements in security practices, or operational updates. Updated policies will be posted on this page with the revised effective date.
Contact Information
If you have questions regarding this Privacy Policy or the protection of your personal information, please contact:
Strategic Tax Partner
Email: admin@strategictaxpartner.com