This is how we believe business should be done.
Everything we do for you at Thrive Mobile Bookkeeping & Tax Services relates to our values, including how we serve you.
Respect ~ We treat our internal and external clients with respect. We are responsible for our actions. We believe in honesty and accountability for our processes and always finish what we start.
Integrity ~ We serve with uncompromising honesty, transparency, and fairness in all interactions and always strive to do the right thing.
Client Focused ~ Understanding and knowing our clients and their needs, building relationships, and providing quality accounting services and practical advice to help our clients understand and improve their financial positions.
Culture ~ To provide a friendly and professional atmosphere where clients are supported as team members.
Quality ~ To provide clients with the most outstanding value received through exceptional services rendered. To provide clients with accurate information to guide financial decisions.
Tenacity ~ Tenacity is a core value that means never stopping, quitting, or settling on a project. It's considered an essential trait for business success and is often misunderstood.
Thrive Mobile Bookkeeping & Tax Services uses the Fair Information Act to protect privacy. We want you to know that our policy is to keep your personal and business matters confidential to the extent law permits.
Client Information, Privacy Policies, and Notice Regarding Advisor-Client Privileged Communications
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies.
Our Policy is as follows:
We handle all information you provide us with the utmost confidentiality. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information. You can only share your personal information with members of our firm who need to know this information to complete the work you have hired our firm to do. We won't share your personal information with anyone outside our firm without your express written permission or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we'll ask that you give us written permission before we respond to that request.
Please know that anything you tell us during the interview for the preparation of your tax return is confidential but not protected from the IRS. Privileged communications (those protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide confidential, the advisory-client privilege does not cover return preparation engagements.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so we can discuss your possible need to consult an attorney for legal advice.