Effective 1/1/2026
Bluestone Financial LLC (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your information when you engage our tax and financial services.
Information We Collect
We collect personal information necessary to provide tax preparation and related services, including but not limited to:
- Name, address, phone number, and email
- Social Security numbers or Tax Identification Numbers
- Financial and income information
- Bank account details (when required for filings or refunds)
- Any other information you provide relevant to your tax situation
How We Use Your Information
Your information is used solely for legitimate business purposes, including:
- Preparing and filing tax returns
- Providing tax planning and advisory services
- Communicating with you regarding your account
- Complying with legal and regulatory requirements
No Sale of Information
We value your trust. We do not sell, rent, or trade your personal information to any third parties for marketing or any other purposes.
Information Sharing
We may share your information only in the following limited circumstances:
- With your consent
- With the IRS or state/local tax authorities as required for filing
- With trusted third-party service providers who assist in delivering our services (subject to strict confidentiality obligations)
- When required by law or to comply with legal processes
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.
Data Retention
We retain your information for as long as necessary to comply with legal, regulatory, and professional obligations, and to provide ongoing services.
Your Rights
You have the right to:
- Request access to your personal information
- Request corrections to inaccurate information
- Request limitations on how your information is used, where applicable
Confidentiality
As a tax professional, we adhere to strict confidentiality standards under IRS regulations, including Internal Revenue Code Section 7216, which governs the use and disclosure of tax return information.
Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted with an updated effective date.
Contact Information
If you have any questions about this Privacy Policy or how your information is handled, please contact us via email at eataxpro@gmail.com