Updated 4/1/2020
         
Record Retention & Privacy Policy
     

Record Retention Policy

In accordance with Strive Tax & Accounting, LLC's current record retention policy, we will retain our work papers and copies of your financial reports and other records for the engagement for seven years. We will provide you copies of all reports prepared that should be a part of your books and records. If you should need replacements, we will provide additional copies which might incur additional costs to you. After seven years, our records pertaining to this engagement will no longer be available. Physical deterioration or catastrophic events may shorten the term during which our records will be available.

         

All of your original records will be returned to you upon request only. When original records are returned, it is your responsibility to retain and protect them for future use, potential examination by any government or regulatory agency, prospective buyers of your business, acquiring business loans etc.

The work papers and files of our firm are not a substitute for your original records. It is agreed and understood that in connection with the performance of our engagement, the work papers prepared by us will remain property of Strive Tax & Accounting, LLC.

 

Privacy Policy

This is being furnished to you as required by the Gramm-Leach-Bliley act of 1999, which addresses in part the protection of individuals’ privacy. This is the annual notice required by law.

 

Strive Tax & Accounting, LLC treats any information concerning our clients and former clients with strict confidentiality. Consistent with that policy, we restrict access to nonpublic personal information concerning you to staff members who must have it in order to provide you the products and services for which you have retained us. We do not disclose any personal or confidential information to anyone else without your express permission to do so, except as permitted or required by law. In addition, we maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information. We may disclose any of your nonpublic personal information that we collect about our customers, former customers to our affiliates or to non-affiliated third parties as permitted by law. This policy will continue.

   

In connection with this engagement, we may communicate with you or others via email transmission. As emails can be intercepted and read, disclosed, or otherwise used or communicated by an unintended third party, or may not be delivered to each of the parties to whom they are directed and only to such parties, we cannot guarantee or warrant that emails from us will be properly delivered and read only by the addressee. Therefore, we specifically disclaim and waive any liability or responsibility whatsoever for interception or unintentional disclosure of emails transmitted by us in connection with the performance of this engagement. In that regard, you agree that we shall have no liability for any loss or damage to any person or entity resulting from the use of email transmissions, including any consequential, incidental, direct, indirect, or special damages, such as loss of revenues or anticipated profits, or disclosure or communication of confidential or proprietary information.

 

The nature of our work may require us to collect certain nonpublic personal information about the Company and its members from various sources.  We may gain access to financial and personal information from member rolls, check registers, accounts receivable records, invoices, or other information that the Company provides to us in connection with this engagement.  We may also review banking information about the Company in the performance of our services.  Under our privacy policy, all information we obtain about the Company or its members will be provided by the Company or obtained by us solely with your permission.

 

We have procedures and policies in place to protect your confidential information and maintain physical, electronic and procedural safeguards in compliance with federal regulations that protect your personal information from unauthorized access.  We restrict access to your confidential information to those within our office who need to know in order to provide you with services. 

 

Except as required by law, Strive Tax & Accounting, LLC is prohibited from providing confidential information or copies of your tax return(s) to anyone other than you without your specific, written authorization. Should someone request a copy of your tax return(s), you must furnish the appropriate copies directly to the requesting party. We are now required by the Internal Revenue Service to file your returns electronically except in certain specific situations.

 

Certain communications involving tax advice may be privileged and not subject to disclosure to the IRS.  By disclosing the contents of those communications to anyone, or by turning over information about those communications to the government, you (or other employees) may be waiving this privilege.  To protect this right to privileged communication, please consult with us or the corporation’s attorney prior to disclosing any information about our tax advice.

 

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 Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions.

Continually striving for accuracy, excellence and the highest level of integrity.

Strive Tax & Accounting, LLC

CPA's specializing in small business tax and accounting with emphasis in construction and manufacturing for corporation and passthrough entities.

PO Box 28353

Green Bay, WI 54324

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