Effective Date: October 29, 2025
AtBlue Marlin Accounting, we value your privacy and are committed to safeguarding the personal information you share with us. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or engage in our professional services.
We collect personal and financial information that you voluntarily provide, including:
• Name, address, phone number, and email address
• Tax identification numbers or business identifiers
• Financial and accounting data necessary for tax or advisory services
• Payment information (when applicable)
• Any information submitted through contact forms or our client portal
We may also collect limited technical data (such as IP address, browser type, or usage metrics) through analytics and cookies.
We use your information to:
• Deliver, manage, and improve our accounting and advisory services
• Communicate with you regarding inquiries, appointments, and updates
• Fulfill legal, regulatory, and contractual obligations
• Enhance your website and portal experience
• Send newsletters or insights (only if you have opted in)
We never use client data for unsolicited marketing or share it without your consent.
We employ industry-standard physical, technical, and administrative safeguards, including:
• Secure servers and encrypted communications
• Restricted access to sensitive data
• Regular security audits and data integrity controls
While we take reasonable steps to protect your data, no system is 100% secure, and we cannot guarantee absolute protection from unauthorized access.
We do not sell, rent, or trade your personal information. We may share limited data only:
• With trusted third-party vendors who assist in service delivery (e.g., secure portals, IT, payroll systems, insurance providers)
• When required by law, subpoena, or regulatory authorities
• To protect our rights, clients, or property in cases of fraud, misuse, or legal obligation
All vendors handling information on our behalf are bound by confidentiality and security agreements.
Our website may use cookies, analytics tools, and tracking technologies to improve usability and measure performance. You can disable cookies through your browser settings, though certain features may not function properly.
You have the right to:
• Access, correct, or request deletion of your personal data
• Withdraw consent for communications or marketing
• Request information about how your data is stored or shared
Requests can be made by contacting us directly (see15. Contact Us).
We retain client data only as long as necessary to fulfill service obligations or comply with legal and regulatory recordkeeping requirements, including IRS and state mandates.
Our website may contain links to external sites. Blue Marlin Accounting is not responsible for their privacy practices or content. Please review each site’s policy before providing personal information.
Our services and website are not directed to children under 13 years of age, and we do not knowingly collect personal information from children.
Some information we process while delivering accounting or tax services may be exempt from certain consumer privacy laws (including the Gramm-Leach-Bliley Act). Where such exemptions apply, we will handle that information in accordance with applicable professional and legal standards.
If you access our website or services from outside the United States, you understand that your information may be processed in the U.S., where privacy laws may differ from those in your jurisdiction.
Our website does not respond to “Do Not Track” (DNT) signals at this time.
If we determine that a security incident has occurred that affects your personal information, we will notify you as required by applicable law.
We may update this Privacy Policy periodically. The revised version will be posted here with an updated effective date. Continued use of our site or services constitutes acceptance of any updates.
For questions or privacy-related requests, please contact:
Blue Marlin Accounting
📞 (239) 365-2300
📠 (833) 382-5477
✉️info@bluemarlinaccounting.com
🏢 365 Fifth Avenue South, Suite 201, Naples, FL 34102
Thank you for trusting Blue Marlin Accounting with your financial and personal information. Your confidentiality is our priority.
