Privacy Policy
Effective Date: December 22, 2025
Last Updated: December 22, 2025
Peak Advisers LLC (“Peak Advisers,” “we,” “us,” or “our”) is committed to protecting your privacy and maintaining the confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, protect, and disclose your information in accordance with the Gramm-Leach-Bliley Act (GLBA) and other applicable privacy laws.
Information We Collect
We collect nonpublic personal information about you from the following sources:
- Information you provide directly: Applications, tax organizers, worksheets, financial documents, QuickBooks files, and communications with our team
- Transaction information: Details about your transactions with us, our affiliates, or service providers
- Credit and financial reports: Information from consumer-reporting agencies when necessary for our services
- Website usage data: Information collected through cookies and analytics tools when you visit our website
Types of Information We May Collect
- Name, address, email address, and phone number
- Social Security number, tax identification numbers, and other identifiers
- Financial account information and transaction history
- Employment and business information
- Website browsing behavior and preferences
How We Use Your Information
We may use your information to:
- Provide QuickBooks consulting, financial services, and business advisory services
- Process transactions and manage your account
- Communicate with you about services, updates, and support
- Comply with legal and regulatory requirements
- Improve our website and service offerings
- Respond to your inquiries and requests
Information Sharing and Disclosure
We do not sell your personal information to anyone.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law.
We may share your information only in the following limited circumstances:
- With your consent: When you explicitly authorize us to share information
- Service providers: With trusted third-party vendors who assist in providing our services (e.g., SendThisFile for secure file transfers, Intuit/QuickBooks for software services, payment processors)
- Legal requirements: When required by law, court order, or regulatory authorities
- Business protection: To protect against fraud, unauthorized transactions, or other illegal activities
All third-party service providers are contractually required to maintain the confidentiality and security of your information.
Your Privacy Rights
You have the right to:
- Access your information: Request to see what personal information we maintain about you
- Update your information: Correct or update inaccurate information
- Opt-out of marketing: Unsubscribe from our newsletter and marketing communications
- Request deletion: Ask us to delete your information (subject to legal retention requirements)
To exercise any of these rights, please contact us.
How We Protect Your Information
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you.
We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information, including:
- Encryption: Military-grade 256-bit AES encryption for file transfers
- Secure systems: Password-protected systems and secure servers
- Access controls: Limited access to authorized personnel only
- Regular security reviews: Ongoing assessment of our security practices
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial records are typically retained for seven years in accordance with IRS and accounting standards, unless a longer retention period is required by law.
Cookies and Website Tracking
Our website uses cookies and similar technologies to improve user experience and analyze website traffic. You can control cookie preferences through your browser settings. For more information, see our [Cookie Policy].
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.
Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. The “Last Updated” date at the top indicates when changes were made. We encourage you to review this policy regularly.
Contact Us
If you have any questions about this Privacy Policy or our privacy practices, please contact us:
Peak Advisers LLC
Phone: (303) 801-4772
Email: info@peakadvisers.com
Address: Naples, Florida