Last Updated:
This Privacy Policy includes important information about your personal data, and we encourage you to read it carefully.
Introduction
At BlancPeak CPA, LLC (“BlancPeak,” “we,” “our,” or “us”), your privacy is our priority. This policy explains how we collect, use, share, and protect your personal information when you visit our website, use third-party platforms made available in connection with our services, or engage with us for professional services. We comply with applicable US privacy laws and regulations.
Personal Data We Collect and How We Use and Share It
We collect and use certain information to provide tax, accounting, and advisory services, and to operate our website and provide professional services, including through third-party service providers and platforms. This section explains what we collect, how we use it, and when we may share it.
Data We Collect
- Personal Identifiers: Name, address, email, phone, SSN, TIN, date of birth.
- Financial Information: Bank accounts, tax documents, income, expenses, payroll data.
- Business Information: Entity documents, ownership data, and financial statements.
- Client Service Information: Information submitted, uploaded, or exchanged through third-party platforms used in connection with our professional services.
- Technical Information: IP address, device info, browser type, and usage data.
How We Use Your Information
We use your information to:
- Provide tax, accounting, and advisory services.
- Prepare and file tax returns and related forms.
- Communicate regarding engagements, requests, and support.
- Improve our services, website, and client-service processes.
- Comply with legal, regulatory, and professional obligations.
We do not sell personal data. We may share it only as described below.
How We Share Information
- Service providers and vendors who support our operations, under confidentiality obligations.
- Government or tax authorities, when required by law or authorized by you.
- Authorized third parties (e.g., legal counsel or financial advisors).
Your Rights and Choices
Depending on your state and the nature of the request, you may have rights to:
- Access, correct, or delete certain personal data.
- Opt out of certain forms of data sharing, where applicable.
Cookies, Data Security & Third-Party Platforms
We use cookies and similar technologies to enhance your site experience, remember your preferences, and analyze web traffic. You can adjust cookie preferences in your browser settings. For more information, please refer to our Cookie Policy below.
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.
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.
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.
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.
Data Breach Notification
If a data breach affects your personal information, we will notify affected clients as required by applicable law.
Cookie Policy
Our website uses cookies and similar technologies to improve functionality, remember preferences, and analyze website performance.
- Essential Cookies: Required for the basic operation of the site and security.
- Analytics Cookies: Help us understand how visitors use the site to improve performance (e.g., Google Analytics).
- Preference Cookies: Remember your choices, such as region or language.
You can disable non-essential cookies in your browser settings at any time. You may manage cookies through your browser settings and, where available, through the cookie preference controls provided on our website. Disabling certain cookies may affect website functionality.
Contact Us
If you have questions about this Privacy Policy, our data practices, or your rights regarding personal information, you may contact us at:
BlancPeak CPA, LLC
Email: contact@blancpeak.com
We will respond to privacy-related inquiries within a reasonable time and may require verification of your identity before fulfilling certain requests.
This Privacy Policy is effective as of .