Privacy Policy
Effective date: December 19, 2025
Last updated: December 19, 2025
Peters Specialty Tax Services LLC (“PSTS,” “we,” “us,” “our”) respects your privacy and is committed to protecting personal information collected through our website: https://petersspecialtytax.com/.
Privacy contact: blake@petersspecialtytax.com
Mailing address: 10600 Shadow Wood Dr Suite 100, Houston, TX 77043
Phone: 712-502-8932
1) What this policy covers
This Privacy Policy explains how we collect, use, and share information when you visit our website, request information, or contact us for tax advisory and related services.
2) Important notice: do not submit sensitive tax data via website forms
To protect your privacy and security, please do not submit sensitive personal or tax information through our website forms, including (but not limited to) Social Security numbers (SSNs), full dates of birth, driver’s license numbers, copies of tax returns, W-2s/1099s, bank account numbers, or other financial account details.
If we need sensitive information to provide services, we will provide a secure method to do so.
3) Information we collect
A. Information you provide to us
When you submit a form on our site (including consultation/contact requests through Formidable Forms), we collect the information you enter (such as your name, email, phone number, and message). Form submissions are stored in our WordPress website database and are also sent to us via email so we can respond.
- Name
- Email address
- Phone number
- Message/details you choose to provide (subject to the “no sensitive data” notice above)
B. Information collected automatically
When you browse our site, we (and our service providers) may automatically collect:
- IP address (which may indicate general location)
- Device, browser, and operating system information
- Pages viewed, clicks, and site interaction data
- Referring/exit pages and approximate traffic source information
4) How we use your information
We may use information we collect to:
- Respond to inquiries and schedule consultations
- Provide, operate, and improve our website and services
- Communicate with you about your request
- Detect and prevent fraud, spam, and security incidents
- Analyze site performance and visitor behavior (analytics)
- Comply with applicable laws and professional obligations
5) Confidentiality, nonpublic personal information, and tax return information
PSTS respects the confidentiality of all nonpublic personal information provided to us. We collect and use client information only as necessary to deliver our tax advisory and related services. We do not sell your information or disclose it to third parties except as required by law, to fulfill our engagement with you, or with your consent.
We maintain physical, electronic, and procedural safeguards designed to protect your data in accordance with applicable professional standards and IRS regulations, including Internal Revenue Code §7216.
If our privacy practices change, we will update this notice on our website.
6) Cookies and analytics
We use cookies and similar technologies to operate the site and understand how visitors use it.
Google Analytics: We use Google Analytics to measure website traffic and usage patterns. You can manage cookies through your browser settings and may be able to use Google’s opt-out tools or browser extensions to limit Google Analytics tracking.
7) Sharing of information
We do not sell your personal information.
We may share information in limited circumstances, such as:
- Service providers who help us run our website and tools (e.g., hosting and analytics)
- Professional advisors (e.g., legal, accounting) as needed
- Legal and safety purposes (to comply with law, enforce agreements, protect rights, and prevent fraud/security issues)
- With your consent, including disclosures needed to carry out our engagement with you
8) Service providers
We use third-party providers to support the website, including:
- WP Engine (website hosting)
- https://wpengine.com/legal/privacy/
- https://wpengine.com/legal/privacy/
- Google Analytics (website analytics)
- https://policies.google.com/technologies/partner-sites
9) Data retention
We retain personal information only as long as reasonably necessary for the purposes described in this policy, unless a longer retention period is required or permitted by law.
Typical retention guidelines:
- Website inquiry submissions: 12 months
- Client engagement records: 6 years
10) Security
We use reasonable administrative, technical, and physical safeguards designed to protect information. No method of transmission or storage is 100% secure, but we work to protect your information consistent with applicable professional expectations and IRS-related obligations. (See also Section 5 above.)
11) Your choices and rights
Depending on where you live, you may have rights to request access, correction, deletion, or a copy of certain personal information, and to opt out of certain processing where applicable.
To make a privacy request, contact: blake@petersspecialtytax.com
We may need to verify your request before responding.
12) Third-party links and embedded content
Our website may include links to third-party sites or embedded content. We are not responsible for the privacy practices of third parties.
13) Children’s privacy
Our website is not intended for children under 13, and we do not knowingly collect information from children.
14) Changes to this policy
We may update this policy from time to time. The “Effective date” and “Last updated” dates above indicate when it was last revised.
15) Contact us
Peters Specialty Tax Services LLC
10600 Shadow Wood Dr Suite 100, Houston, TX 77043
blake@petersspecialtytax.com
713-502-8932