Privacy Policy


Effective: September 21, 2018


General Information


This Privacy Policy describes the ways in which your personal data is collected and used by Strive Tax & Accounting, LLC (referred to herein as “the controller”, “we”, “us”, “our”). It also explains our practices for retaining, protecting, disclosing, and transferring the information that we collect as well as the choices available to you regarding your personal data and how you can access and update this information.


It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to us. If you do not accept and agree to the Privacy Policy, please refrain from providing your personal data to us, accessing our websites, and/or utilizing our products and services.


With our website, products and services constantly evolving, our Privacy Policy may change from time to time. Whenever there are changes, the modified policy will be posted on our websites and will be effective at that time. Each time the policy changes, the date displayed at the top of the page also will change. Consequently, each time you access or use our websites or otherwise engage with us, you accept and agree to the most current Privacy Policy. It is your responsibility to be aware of any such changes.




Our websites contain links to other websites which are managed by third parties (including their use of cookies). As a user of links, it is your responsibility to understand those third parties’ privacy policies. Once you leave our websites using links, we have no control over information that is submitted to or collected by any third parties and are not responsible for other websites.

Collection of Personal Data


In order to provide our products, services and websites and for the other purposes set out in Use of Information below, we collect and process personal data from our customers and other users of our websites, products and services. We may collect information from you such as, but not limited to, your name, address, telephone number, email address, user IDs and passwords, billing and transaction information, credit card or other financial information, contact preferences, employment information, professional credentials, board membership and licensing information, and similar information provided ("Personal Data"). You are not required to provide us with all of the Personal Data listed above, but if you do not do so, we may not be able to effectively provide you with our products, services and information. In certain circumstances, you will need to provide us with specific categories of Personal Data (such as name, email address and payment information) in order to enter into a contract with us and for us to perform that contract.


From time to time and as permitted by applicable law(s), we may collect Personal Data about you and update any existing Personal Data that we currently hold from other third-party sources, including publicly available data sources, publicly available social networking sites such as LinkedIn, your employer or university/school, or data brokers such as Acxiom.

See “Use of Information” section below for details regarding the ways that we use and process your personal data.


Use of Information


Your Personal Data may be used in the following ways:


  • To provide our products and services to you

  • To enhance and improve our products and services, for example, by performing internal research, analyzing user trends and measuring demographics and interests

  • To process payments from you

  • To process payments to you (including, but not limited to, refunds or reimbursements)

  • Internal purposes, such as website and system administration or internal audits and reviews

  • To provide access to restricted parts of our websites

  • To communicate with you regarding products and services that may be of interest to you

  • To respond to your requests and inquiries

  • To serve relevant advertisements to you when you visit our websites or other third-party websites (including social media platforms)

  • To request your participation in surveys, focus groups, or other initiatives which help us to gather information used to develop and enhance our products and services

  • To comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order) or to carry out professional ethics/conduct investigations

  • From time to time we may provide statistics about the usage levels of our websites and other related information to reputable third parties, but these statistics will not include information which will allow you to be identified

  • We may use the information you provide to us and which we obtain from other sources to better understand your interests, so we can try to predict what other products, services and information you might be most interested in. This practice is called “profiling”, which involves making automated decisions about you based on this information to better enable us to tailor our interactions with you to make them more relevant and interesting. You may object to such profiling at any time by contacting us (see Contact Information/User Rights below).


We will process your Personal Data for the purposes identified above on the following bases:


  1. Our legitimate interests, which include processing such Personal Data for the purposes of providing and enhancing the provision of our products, services and information, as well as advertising further products, services and information to you;

  2. Where such processing is necessary to perform our contract with you or to take steps before entering into our contract with you; and

  3. As necessary to comply with our legal obligations, resolve disputes and enforce our contractual agreements. Unless a longer retention period is required by applicable law, we will retain your information for as long as your account is active, as well as for a short additional period afterwards to cover any outstanding issues or queries that may arise in relation to your account (for example, outstanding payments). This period of retention is subject to our review and alteration.


Sharing and Disclosure to Third Parties


We may disclose your Personal Data to third parties from time to time under the following circumstances:


  1. You request or authorize the disclosure of your personal details to a third party.

  2. The information is disclosed as permitted by applicable law(s) and/or in order to comply with applicable law(s) (for example, to comply with a search warrant, subpoena or court order).

  3. The information is disclosed to your employer or education provider in the event they have an interest in your data (e.g. they have purchased a product or service on your behalf).

  4. The information is provided to our agents, vendors or service providers who perform functions on our behalf. See below for additional details.


It is likely that the identity and categories of such third parties will change during the life of your account but, depending on your use of our websites, it is anticipated that your Personal Data will be disclosed to the following categories of third-party service providers who perform functions on our behalf. We require that our third-party service providers only use your Personal Data as necessary to provide the requested services to us and each service provider is subject to a set of terms consistent with this Privacy Policy.


  • Hosting providers for the secure storage and transmission of your data

  • Identity management providers for authentication purposes

  • Database software providers for the management and tracking of your data

  • Legal and compliance consultants, such as external counsel, external auditors, or tax consultants

  • Advertising partners, including social media providers, for the delivery of targeted advertisements

  • Marketing providers who send communications on our behalf regarding our products and services

  • Payment solution providers for the secure processing of payments you provide to us

  • Technology providers who assist in the development and management of our web properties

  • Fulfillment and postal vendors for the fulfillment of our products and services

  • Survey and research providers who perform studies on our behalf


Collection of Information Through Cookie Use


We may obtain information about your general internet usage by using a “cookie” file. A cookie is an element of data that a website can send to your browser, which may then be stored on your hard drive. If you do not agree, you can choose to not receive a cookie file by enabling your web browser to refuse cookies or to prompt you before you accept a cookie.

The following types of cookies may be used on our websites:


  1. Essential Cookies: These cookies are necessary for our websites to work properly. They are usually only set in response to actions you take such as logging in or completing online forms. You can set your browser to block or alert you about these cookies, but some parts of our sites will not function if these cookies are blocked.

  2. Functionality Cookies: These cookies enhance the functionality of our websites by storing your preferences (such as your preferred language or the region that you are in) and allow us to provide enhanced features on our sites such as videos. These cookies may be set by us or by third-party content that we have placed within our pages. If you do not allow these cookies, some of the features on our websites may not function properly and you may not receive a personalized experience when visiting our sites.

  3. Performance Cookies: These cookies allow us to count page visits and traffic sources, so we can measure and improve the performance of our sites. They help us to understand which pages are visited most frequently and how visitors interact with our sites. Any information collected by performance cookies is aggregated and therefore not identifiable. If you do not allow these cookies we will not receive data related to your visits to our sites.

  4. Third-Party Cookies: These cookies may be set through our site by our advertising partners, such as Google or Adobe. They may be used by these companies to enable them to build a profile of your interests and show relevant advertisements on other sites. These cookies are based on identifying your browser and internet device. If you do not allow these cookies, you will experience a decrease in the targeted advertisements that you see online.


All major browsers allow you to block or delete cookies from your system. To learn more about your ability to manage your preferences related to cookies, please consult the privacy features within your browser.


Further information about cookies:


How to control cookies in your browser on


How to manage your preferences related to targeted advertising


Communication Preferences


We strive to provide you with relevant and useful information related to our products and services. However, any promotional emails that we send will include a link at the bottom of the email to unsubscribe. Additionally, you can contact us using the information listed at the bottom of this policy to make changes to your communication preferences.

Transfer of personal data internationally


By providing us with your personal data, you acknowledge and agree that we may from time to time transfer any of your personal data to any of our offices or to the offices of any of our affiliates, agents or appointed representatives located around the world. Please do not submit any personal data to us if you do not wish for your data to be transferred internationally.


Security and Other


We use reasonable measures to strive to safeguard and secure the personal data we collect. Any transmission of personal information is at your own risk. Technology, such as, but not limited to, Transport Layer Security (TLS) and Secured Socket Layer (SSL), is used to enhance security and reduce risk of loss. Our security practices, processes or technology do not guarantee absolute security of your information and you should take all normal personal precautions such as, but not limited to, not sharing passwords, closing browsers, and not using public networks (e.g., internet cafes, etc.).


Parents and Children


We strive to comply with the provisions of COPPA (the Children’s Online Privacy Protection Act) and do not knowingly collect personal information from children under the age of 13. Parents have the right to terminate the registration of a child under the age of 13 by contacting us using the information listed at the bottom of this policy.


User Rights


Upon request we will provide you with information about whether we hold any of your personal data. We take reasonable steps to ensure that your personal data is kept accurate and up-to date for the purposes for which it was collected. We will provide you with reasonable access to your personal data in accordance with relevant laws, including by making reasonable efforts to provide you with online access and the opportunity to update your information. To protect your privacy and security, we will take steps to verify your identity before granting access or making changes to your personal information. You may access, delete and correct your personal information by accessing your online account within our websites or by contacting us using the contact information listed below. We will respond to your request within a reasonable timeframe.

Contact Information


You are encouraged to report any improvements, suggestions, or any suspected breaches of privacy or security to us by using the contact information listed below.


Strive Tax & Accounting, LLC
PO Box 28353

Green Bay, WI 54324
(920) 241-6100