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Privacy Policy

1. Introduction

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Blueprint Financial Firm (“we,” “our,” or “us”) values 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 use our tax preparation, financial planning, or consulting services—online or in person.

By using our services or visiting our website at www.blueprintfinancialfirm.com, you agree to the practices described in this Privacy Policy.

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2. Information We Collect

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We collect both personal and non-personal information as needed to provide accurate tax and financial services.

Personal Information may include:

  • Full name, address, phone number, and email

  • Date of birth and Social Security number

  • Employment and income details (e.g., W-2s, 1099s)

  • Financial account details, bank routing information (for refunds or payments)

  • Tax records, prior-year returns, and identification documents

Non-Personal Information may include:

  • Browser type, device, and operating system

  • Website usage data (cookies, analytics, IP addresses)

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3. How We Use Your Information

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Blueprint Financial Firm uses collected data solely to:

  • Prepare and file federal and state tax returns

  • Provide financial consulting and planning services

  • Respond to inquiries or customer support requests

  • Verify identity and prevent fraud

  • Improve website functionality and customer experience

  • Send important updates, newsletters, or service reminders (you may opt out anytime)

We do not sell or rent your personal information.

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4. Information Sharing and Disclosure

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We may share information only under the following limited circumstances:

  • With Your Consent: When you authorize us to share information with third parties (e.g., banks, lenders, or financial institutions).

  • With Service Providers: Vendors who assist in tax e-filing, IT, or data processing are required by contract to maintain confidentiality and security.

  • As Required by Law: We may disclose information to government agencies such as the IRS, state tax authorities, or law enforcement when legally obligated.

We maintain strict confidentiality in accordance with the IRS Privacy and Safeguard Rules and Gramm-Leach-Bliley Act (GLBA).

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5. Data Security

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We implement advanced security measures to protect your data from unauthorized access, alteration, or destruction, including:

  • Secure, encrypted data transmission (SSL/TLS)

  • Encrypted storage of all client files

  • Multi-factor authentication for internal systems

  • Limited employee access based on role and necessity

  • Regular cybersecurity reviews and IRS-compliant safeguard plans

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6. Data Retention

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We retain client tax and financial data for as long as required by law—typically three to seven years—or as necessary to fulfill legal and professional obligations. After that period, information is securely destroyed or anonymized.

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7. Your Rights

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You have the right to:

  • Request access to the personal data we hold about you

  • Request corrections to inaccurate or outdated information

  • Request deletion of your data, subject to legal retention requirements

  • Opt out of marketing or non-essential communications

To make a privacy-related request, contact us at info@blueprintfinancialfirm.com.

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8. Cookies and Online Tracking

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Our website may use cookies to improve performance, personalize experiences, and analyze usage patterns. You can disable cookies in your browser settings, though some site features may not function properly.

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9. Updates to This Policy

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We may update this Privacy Policy periodically. Any updates will be posted on our website with a new effective date. We encourage you to review this page regularly.

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