Privacy Policy
Last Updated: October 28, 2025
Your Privacy Matters
Peak Tax Consulting PLLC (“Peak Tax Consulting,” “we,” “us,” or “our”) is committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. As a licensed CPA firm, we are bound by professional standards and ethical obligations, including those established by the American Institute of CPAs (AICPA) and applicable state regulations.
This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage our services, or communicate with us.
Information We Collect
Personal Information
When you engage our services or contact us, we may collect:
- • Name, address, phone number, and email address
- • Social Security Number or Employer Identification Number
- • Date of birth and driver's license information
- • Business information (entity type, business address, revenue, etc.)
- • Bank account and financial institution information
- • Income, expense, and asset information
- • Tax return information and supporting documentation
Automatically Collected Information
When you visit our website, we may automatically collect:
- • IP address and browser type
- • Device information and operating system
- • Pages visited and time spent on pages
- • Referring website addresses
- • Cookie data (see Cookie Policy below)
How We Use Your Information
We use your information to:
- • Prepare and file your tax returns
- • Provide tax planning and consulting services
- • Represent you before the IRS and state tax authorities
- • Maintain accurate client records and documentation
- • Communicate with you about your account and services
- • Comply with legal and regulatory requirements
- • Respond to IRS inquiries, audits, and notices
- • Process payments and maintain billing records
- • Improve our website and services
- • Send newsletters and updates (with your consent)
Information Sharing and Disclosure
We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:
With Your Consent
We may share information when you explicitly authorize us to do so, such as when we represent you before the IRS or state tax authorities.
Service Providers
We may share information with trusted third-party service providers who assist us in operating our business, such as:
- • Tax software providers (e.g., Intuit, Drake, Thomson Reuters)
- • Document storage and management services
- • Payment processors for billing
- • IT and security service providers
These providers are contractually obligated to maintain confidentiality and use your information only for the purposes we specify.
Legal Requirements
We may disclose your information when required by law, such as:
- • In response to a valid subpoena or court order
- • To comply with IRS or state tax authority requests
- • To comply with applicable federal and state regulations
- • To protect our rights, property, or safety, or that of others
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity, subject to the same privacy protections.
Data Security
We implement industry-standard security measures to protect your information, including:
- • Encryption of data in transit and at rest
- • Secure, password-protected file storage systems
- • Multi-factor authentication for system access
- • Regular security assessments and updates
- • Limited access to personal information on a need-to-know basis
- • Secure disposal of physical and electronic documents
However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.
Data Retention
We retain your information in accordance with:
- • IRS and state record retention requirements
- • Professional standards and best practices
- • Applicable statutes of limitations
Generally, we retain client files and tax returns for a minimum of seven (7) years from the date of filing or the due date of the return, whichever is later. After the retention period, we securely destroy or delete your information.
Your Rights and Choices
You have the right to:
- • Access: Request copies of your personal information
- • Correction: Request correction of inaccurate information
- • Deletion: Request deletion of your information (subject to legal retention requirements)
- • Opt-Out: Unsubscribe from marketing communications at any time
- • Portability: Request transfer of your information to another provider
To exercise these rights, please contact us at starlee@peaktaxconsulting.com or (801) 214-0690.
Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your experience. Cookies are small data files stored on your device. We use:
- • Essential cookies: Required for website functionality
- • Analytics cookies: To understand how visitors use our site
- • Preference cookies: To remember your settings and preferences
You can control cookies through your browser settings. Note that disabling cookies may affect website functionality.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies before providing any personal information.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on our website with an updated “Last Updated” date. Your continued use of our services after such changes constitutes acceptance of the updated policy.
Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, please contact us:
Peak Tax Consulting PLLC
Starlee Galbraith, CPA
American Fork, Utah
Email: starlee@peaktaxconsulting.com
Phone: (801) 214-0690
Professional Standards
As a Certified Public Accountant, Starlee Galbraith is bound by the AICPA Code of Professional Conduct, which includes strict confidentiality requirements. We are committed to maintaining the highest standards of professional ethics and client confidentiality.