top of page

Privacy Policy

Blueprint Taxes and Services LLC
(Doing Business As: Blueprint Finance)
 

​

Blueprint Taxes and Services LLC (“we,” “our,” or “us”) operates under the trade name Blueprint Finance. Blueprint Finance is a brand name used for marketing and client-facing purposes only. All legal, contractual, and compliance matters are conducted under the registered legal entity Blueprint Taxes and Services LLC.

We are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how information is collected, used, and protected when you interact with our services, website, forms, and communications.

​

Information We Collect

We may collect information you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Business information

  • Tax-related intake information

  • Communication preferences

We collect only the information necessary to deliver tax preparation, bookkeeping, compliance, and related financial services.

​

Use of Information

Information collected is used solely for:

  • Providing tax preparation and related financial services

  • Client communication and service updates

  • Appointment scheduling and reminders

  • Compliance with legal and regulatory obligations

  • Internal administrative and operational purposes

 

Mobile Communications & Text Messaging

By providing your mobile number, you consent to receive informational and service-related text messages from Blueprint Taxes and Services LLC, operating as Blueprint Finance. Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP.

 

Required Compliance Statement

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

 

Information Handling & Protection

We use reasonable administrative, technical, and physical safeguards to protect personal information from unauthorized access, misuse, or disclosure. Access to sensitive data is restricted to authorized personnel only.

 

Operational Support Services

We may utilize service providers strictly to support business operations such as:

  • Secure communication systems

  • Data storage platforms

  • Customer service and technical support

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

 

Data Retention

Personal information is retained only for as long as required to fulfill service obligations and meet applicable legal and regulatory requirements.

 

Your Rights & Choices

You may:

  • Request access to your personal information

  • Request corrections to inaccurate information

  • Opt out of text message communications at any time

Requests may be submitted using the contact details below.

​

Updates to This Policy

This Privacy Policy may be updated periodically. Any updates will be posted on our website. Continued use of our services constitutes acknowledgment of the updated policy.

bottom of page