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1. Data Security

   We use commercially reasonable and industry-standard safeguards to protect your information, including encryption, access controls, and multi-factor authentication where appropriate. No system can be guaranteed 100% secure.

2. Third-Party Client Platforms

   BlancPeak CPA, LLC may use or provide links to third-party platforms for secure document exchange, electronic signatures, communications, payments, and other client-service functions. These platforms are operated by independent third-party service providers and are subject to their own privacy policies, terms of use, and security practices. Information you submit through these platforms may be processed by the applicable provider and made available to BlancPeak CPA, LLC as necessary to provide professional services.

3. Data Retention

   Personal data is retained only as long as needed for services, compliance, recordkeeping, and legitimate business purposes. Data is securely deleted or anonymized when no longer required.

4. Tax Information Confidentiality

   We protect tax return information in accordance with applicable federal law, including IRC §7216 and related Treasury Regulations, as well as applicable professional standards. We do not disclose or use tax return information except as permitted by law or as authorized by the taxpayer when authorization is required.

5. Data Breach Notification

   If a data breach affects your personal information, we will notify affected clients as required by applicable law.