Privacy policy
What we collect, how we use it, and when we share it. We do not sell your personal information.
Effective date: October 31, 2026
Snake River Tax Advisors, LLC ("SRTA," "we," "us") protects the personal and financial information entrusted to us. This policy explains what we collect, how we use it, and when we share it. It applies to our websites (snakerivertax.com and related domains) and to the tax, bookkeeping, payroll, and advisory services we provide.
We do not sell your personal information.
Information we collect
When you visit our website. Our site does not use advertising or tracking cookies, and we do not use your visit to build a marketing profile. Our hosting and security provider (Cloudflare) processes basic technical data such as IP address, browser type, and request time to deliver the site and block malicious traffic, and may set short-lived security cookies for that purpose. Our contact form uses Cloudflare Turnstile to filter out automated spam.
When you use our contact form. We collect what you enter, such as your name, email, phone number, and message. The form is delivered to our office by email and is not stored on the website. Please do not send Social Security numbers, account numbers, or tax documents through the form. Our form automatically removes many of these numbers if entered.
When you become a client. To provide our services, we collect information such as:
- Names, addresses, phone numbers, email addresses, and dates of birth
- Social Security numbers, EINs, and identification documents
- Income, wage, investment, and business financial records
- Bank account information for refunds, payments, and payroll
- Prior tax returns and correspondence with the IRS and state agencies
- Information about your spouse, dependents, employees, or business owners as needed for your returns or engagement
How we use your information
We use your information only to:
- Respond to your inquiry and schedule services
- Prepare and file tax returns, payroll filings, and information returns
- Provide bookkeeping, payroll, planning, advisory, and IRS or state representation services
- Verify identity and protect you against tax-related identity theft
- Communicate with you about your engagement, deadlines, and billing
- Meet our legal, regulatory, and professional obligations
How we share your information
We share information only as needed to serve you or as the law requires:
- Government agencies: the IRS, state revenue departments, and other agencies, when filing returns or representing you
- Service providers: tax software, payroll processors, secure portals, email, and cloud storage vendors who support our work and are required to protect your information
- With your consent: to anyone you authorize, such as a lender, attorney, or other advisor
- As required by law: in response to a subpoena, court order, or other legal obligation
We do not sell, rent, or trade personal information, and we do not share it for marketing by others.
Tax return information
Tax return information receives additional protection under federal law. Under Internal Revenue Code section 7216, we will not use or disclose your tax return information for any purpose other than preparing your return or providing related services unless the law permits it or you give us written consent. If we ever need your consent, we will ask for it in a separate, signed form that explains exactly what will be used or shared and with whom.
As a provider of tax and financial services, we also follow the privacy and safeguarding requirements of the Gramm-Leach-Bliley Act and the FTC Safeguards Rule.
How we protect your information
We use administrative, technical, and physical safeguards designed to protect your information and limit access to those who need it to serve you. If a breach affecting your information occurs, we will notify you and the appropriate authorities as the law requires. See Protecting your information for more about how we work.
How long we keep it
We keep client records as long as needed to provide our services and to meet legal, regulatory, and professional retention requirements. Then we securely destroy them. Website contact form messages are not stored on the website.
Children
Our website is not directed to children under 13. We collect information about minors only when needed to prepare a client's return, such as for dependents.
Changes to this policy
We may update this policy from time to time. The effective date at the top shows when it last changed.
Contact us
Questions about this policy or your information:
Snake River Tax Advisors, LLC
425 S Whitley Dr, Suite 9
Fruitland, ID 83619
(208) 452-6600 · [email protected]