Privacy Policy
Effective Date: June 1, 2026 | Last Updated: June 10, 2026
Oliver Tax Group LLC (“Oliver Tax Group,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal and financial information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at https://olivergrouptx.com/ and use our services, including our secure client portal at https://olivertaxgroup.clientportal.com/.
1. Information We Collect
We collect information you provide directly to us, information we collect automatically when you use our website, and information from third-party sources where permitted by law.
Information You Provide: When you contact us, schedule an appointment, or use our client portal, we may collect your name, email address, phone number, mailing address, financial records, tax information, business information, and any other information you choose to provide. When you submit our contact form, we collect the name, email, and message you provide.
Automatically Collected Information: When you visit our website, we automatically collect certain technical data, including your IP address, browser type, operating system, referring URLs, pages viewed, and the date and time of your visit. We use Google Analytics (GA4) to help us understand how visitors use our site. Google Analytics collects data in accordance with Google’s Privacy Policy.
2. How We Use Your Information
We use the information we collect for the following purposes:
- To provide, operate, and improve our tax advisory, accounting, and business consulting services
- To communicate with you about your account, appointments, and service requests
- To prepare and file tax returns and other financial documents on your behalf
- To send you relevant updates, newsletters, or educational resources (you may opt out at any time)
- To comply with legal and regulatory obligations, including IRS requirements and applicable state tax laws
- To protect against fraud and unauthorized access to your account
3. Client Financial Data
As a tax advisory firm, we handle sensitive financial information including tax returns, financial statements, payroll records, bank account information, and business financial data. All client financial data is handled with the highest standards of confidentiality in accordance with professional standards applicable to registered tax return preparers and the rules of the IRS.
Our secure client portal (https://olivertaxgroup.clientportal.com/) uses industry-standard encryption and security protocols to protect the transmission and storage of your financial documents. We do not sell, rent, or trade your financial information to third parties. We may share your information with third parties only as necessary to provide our services (such as tax preparation software providers and financial institutions) or as required by law.
4. Information Sharing and Disclosure
We do not sell, trade, or otherwise transfer your personal information to outside parties except as described below:
- Service Providers: We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, and serving our clients, provided they agree to keep this information confidential.
- Legal Requirements: We may disclose your information when required by law, such as in response to a court order, IRS summons, or other legal process.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
- With Your Consent: We may share your information for any other purpose with your prior written consent.
5. Data Security
We implement a variety of security measures to maintain the safety of your personal and financial information. Our website uses SSL/TLS encryption. Our client portal employs secure authentication, encrypted document storage, and access controls. Despite these measures, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
6. Cookies and Tracking Technologies
Our website uses cookies and similar tracking technologies to enhance your experience and analyze site usage. Cookies are small text files stored on your device. You may disable cookies through your browser settings; however, some features of our website may not function properly if cookies are disabled. We use Google Analytics, which sets cookies to track usage patterns. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.
7. Your Rights and Choices
You have the right to access, correct, or request deletion of your personal information held by us. You may also request that we limit how we use your information. To exercise these rights, please contact us at info@olivergrouptx.com or call us at 972-771-3333. If you have opted into email communications, you may unsubscribe at any time by following the unsubscribe link in any email we send or by contacting us directly.
8. Third-Party Links
Our website may contain links to third-party websites, including the IRS website (irs.gov), the Texas Comptroller website, and social media platforms. We are not responsible for the privacy practices of these third-party sites and encourage you to review their privacy policies before providing any personal information.
9. Children’s Privacy
Our services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us immediately.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post any changes on this page with an updated effective date. We encourage you to review this policy periodically.
11. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:
Oliver Tax Group LLC
6760 Horizon Rd, Suite 200
Heath, TX 75032
Phone: 972-771-3333
Email: info@olivergrouptx.com
