Last Updated: August 28, 2026
This Privacy Policy explains how Striv CPAs, doing business as Striv CPAs (“Striv,” “we,” “us,” or “our”), collects, uses, discloses, retains, and protects Personal Information.
For purposes of this Privacy Policy, “Personal Information” generally means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked to an individual or household. The precise definition may vary under applicable law.
This Privacy Policy applies to Personal Information collected through:
This Policy does not necessarily apply to:
Client information may also be governed by engagement letters, professional confidentiality obligations, Internal Revenue Code requirements, separate tax-information consents, and financial privacy notices. When another notice or signed agreement provides additional protection or more specific terms for particular information, that document will apply to that information.
The information Striv collects depends on how you interact with us and which services you request.
We may collect:
We may collect:
When necessary to evaluate or perform professional services, we may collect:
Some of this information may be considered sensitive Personal Information under applicable law.
We may collect:
Where payment processing is offered, payment-card or banking information may be collected directly by a payment processor rather than stored by Striv.
We may collect information contained in:
Do not send highly sensitive tax or financial information through a general contact form or ordinary unencrypted email. Use an approved secure portal or encrypted transfer method.
When you use the Site, we and our service providers may automatically collect:
We may receive information from:
Striv may use Personal Information to:
Where required, Striv will obtain consent before using information for a materially different purpose.
Certain information handled by Striv may be protected tax-return information under federal law or nonpublic personal information under financial-privacy laws.
Striv uses and discloses tax-return information only as authorized by the taxpayer, permitted by applicable law, or reasonably necessary to provide requested tax-return-preparation services.
This Privacy Policy does not constitute consent under Internal Revenue Code Section 7216 or its implementing regulations. When separate consent is legally required for a particular disclosure or use of tax-return information, Striv will seek that consent through an appropriate process.
Striv does not sell tax-return information or nonpublic personal financial information. Striv does not use tax returns, taxpayer identification numbers, payroll records, financial account information, or client financial records for cross-context behavioral advertising.
Where applicable, Striv provides additional financial-privacy notices or disclosures to qualifying individual clients.
Striv may disclose Personal Information to the following categories of recipients.
We may provide information to vendors that perform services on our behalf, such as:
These providers are permitted to process information only for authorized purposes and subject to appropriate contractual obligations where required.
When authorized or required, we may disclose information to:
At a client’s request or with appropriate authorization, we may disclose information to:
Additional consent may be required before tax-return information is disclosed.
We may disclose information as permitted by law to attorneys, auditors, insurers, consultants, and other professional advisers for legal advice, risk management, claims administration, insurance, quality review, compliance, or protection of legal rights.
We may disclose information when we reasonably believe disclosure is necessary to:
Information may be reviewed, disclosed, or transferred in connection with a proposed or completed merger, sale, financing, reorganization, acquisition, dissolution, bankruptcy, or transfer of some or all of Striv’s business or assets.
Any recipient will be required to handle Personal Information in accordance with applicable law and any commitments that continue to apply.
We may disclose information for another purpose when you direct us to do so or provide legally sufficient consent.
The Site may use cookies, pixels, tags, scripts, local storage, and similar technologies. These technologies may be operated by Striv or by third parties.
They may include:
These support security, network management, accessibility, form submission, fraud prevention, and basic Site functionality.
These remember preferences or enable enhanced features such as scheduling, embedded media, or chat functions.
These help Striv understand Site traffic, navigation, performance, visitor interactions, and technical issues.
These may measure advertising performance, associate visits with a marketing campaign, limit repetitive advertisements, or help deliver advertisements based on online activity.
Striv may use a tag-management system to deploy or manage analytics and advertising technologies. The specific providers and cookies currently in use should be identified through the Site’s Cookie Settings tool.
You can manage nonessential cookies through:
Cookie Settings: [INSERT COOKIE SETTINGS LINK]
You may also adjust browser settings to block or delete cookies. Blocking certain cookies may cause parts of the Site to function incorrectly.
Where required by applicable law, Striv will obtain consent before placing nonessential cookies or similar technologies.
Striv does not sell Personal Information in exchange for money.
However, analytics or advertising providers may collect online identifiers and website-interaction information through the Site. Some state privacy laws may define that activity as a “sale,” “sharing,” or processing for targeted advertising, even when no money is exchanged.
You may opt out through:
Your Privacy Choices: [INSERT PRIVACY CHOICES LINK]
An advertising opt-out does not prevent all advertising. It generally limits the use or disclosure of information for certain targeted-advertising purposes.
Tax returns, taxpayer identification numbers, financial account information, payroll records, client financial records, and other information obtained through a professional engagement are not disclosed to advertising partners for targeted advertising.
Where applicable law requires recognition of a qualifying browser-based opt-out preference signal, such as Global Privacy Control, and Striv’s systems can associate the signal with the relevant browser or device, Striv will process the signal as an opt-out request for that browser or device.
The signal may not apply across different browsers, devices, or accounts.
Some browsers offer a “Do Not Track” setting. Because there is not a universally accepted technical or legal standard for these signals, the Site may not respond to traditional Do Not Track signals. This does not affect Striv’s handling of legally recognized opt-out preference signals where required.
Striv may send educational materials, newsletters, updates, event information, or marketing communications where permitted by law.
You may opt out of marketing emails by selecting the unsubscribe link in the email or contacting Striv.
Opting out of marketing does not prevent Striv from sending:
Striv will not use tax-return information to market non-tax-preparation services unless the use is permitted by law or supported by legally sufficient consent.
Striv retains Personal Information for as long as reasonably necessary for the purposes described in this Policy, including to:
Retention periods depend on factors such as:
When information is no longer reasonably required, Striv may delete, destroy, anonymize, or securely dispose of it in accordance with applicable policies and law.
Striv maintains administrative, technical, and physical safeguards designed to protect Personal Information against unauthorized access, acquisition, use, alteration, disclosure, destruction, or loss.
Depending on the information and system involved, safeguards may include:
No security program can eliminate all risk. Striv cannot guarantee that information will never be accessed, used, or disclosed without authorization.
You should protect your passwords, use multifactor authentication where available, avoid sending sensitive information through ordinary email, and promptly report suspected unauthorized access.
When required by law, Striv will notify affected individuals and appropriate governmental authorities of qualifying security incidents.
Depending on your state of residence and subject to applicable exemptions, limitations, and verification requirements, you may have the right to:
These rights are not absolute. For example, Striv may need to retain or use information to provide requested services, comply with tax and professional obligations, maintain legally required records, protect security, prevent fraud, complete a transaction, or establish and defend legal claims.
Some information may also be exempt from general state consumer-privacy laws because it is governed by federal financial-privacy requirements, tax laws, professional obligations, employment laws, or business-to-business exemptions.
Utah’s consumer-privacy law requires covered businesses to provide an accessible notice describing the categories of data processed, processing purposes, methods for exercising rights, categories shared, and categories of third-party recipients. The structure above is designed to address those core notice elements as well as broader rights that may apply to visitors from other states. (Utah Legislature)
To submit a privacy request, contact Striv through one of the following methods:
Email: Admin@strivcpas.com
Subject line: Privacy Request
Mail:
Privacy Request
Striv CPAs
3300 Triumph Blvd, Suite 100
Lehi, Utah 84043
Phone: (801) 226-5454
Please provide:
Do not send a Social Security number, taxpayer identification number, password, or complete financial account number with an initial request.
Striv may need to verify your identity and authority before completing a request. Verification may involve matching information supplied with information already maintained by Striv or requesting additional documentation.
Striv will use information submitted for verification only for verification, security, fraud prevention, and compliance purposes.
Where permitted by law, an authorized agent may submit a request on your behalf. Striv may require proof of the agent’s authority and may contact you directly to confirm the request.
Where applicable, you may appeal the denial of a request by replying to Striv’s decision or emailing Admin@strivcpas.com with the subject line Privacy Appeal. Include the request number, if provided, and an explanation of why you believe the decision should be reconsidered.
Striv will respond within the period required by applicable law.
The Site and Striv’s professional services are not directed to children under 13, and Striv does not knowingly collect Personal Information directly from children under 13 through the public Site.
Information concerning dependents or minors may appear in tax, payroll, estate, benefit, or other client records provided by an authorized adult. That information is handled as part of the applicable professional engagement and is not used for advertising.
A parent or legal guardian who believes a child submitted Personal Information through the public Site may contact Striv to request review and deletion where appropriate.
The Site may contain links to websites, platforms, or services operated independently from Striv.
This Privacy Policy does not govern those third parties. Their privacy policies and terms control their collection and handling of information.
Review the policies of a third-party service before providing information to it.
Striv is based in the United States, and information may be processed and stored in the United States.
Visitors accessing the Site from outside the United States understand that United States privacy laws may differ from those in their home jurisdiction. Where non-U.S. privacy laws apply to Striv’s activities, Striv will process information in accordance with applicable requirements.
Striv may revise this Privacy Policy periodically to reflect changes in its services, technology, vendors, legal obligations, or information-handling practices.
The revised Policy will be posted on this page with an updated “Last Updated” date. When required by law, Striv will provide additional notice or obtain consent before applying material changes to previously collected Personal Information.
Questions, concerns, or complaints about this Privacy Policy or Striv’s privacy practices may be directed to:
Striv CPAs
3300 Triumph Blvd, Suite 100
Lehi, Utah 84043
Phone: (801) 226-5454
Email: Admin@strivcpas.com
