Privacy Policy
At Blue Marlin Accounting, we understand and respect the importance of privacy and security when it comes to our clients’ personal information. This privacy policy outlines the information we collect, how we use it, and how we protect it.
EAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. EAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF
CURRENT AND FORMER CLIENTS’ INFORMATION
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional Standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
Information We Collect: We collect personal information such as name, address, phone number, email address, and financial information. We also collect non-personal information such as IP address, browser type, and pages visited.
How We Use Information: We use personal information to provide accounting and financial services to our clients. We also use non-personal information for analytics and to improve our services. We may use personal information to communicate with our clients regarding our services, updates, and promotions.
Information Sharing: We do not sell or rent personal information to third parties. We may share personal information with third-party service providers that help us to provide our services. We may also disclose personal information in response to legal requests or to comply with laws and regulations.
Data Security: We take appropriate security measures to protect personal information from unauthorized access, alteration, disclosure, or destruction. We use encryption and firewalls to protect personal information.
Data Retention: We retain personal information for as long as necessary to provide our services and to comply with legal obligations. When personal information is no longer necessary, we securely dispose of it.
Children’s Privacy: Our services are not intended for children under the age of 13. We do not knowingly collect personal information from children under the age of 13.
Changes to Privacy Policy: We may update our privacy policy from time to time. We will notify our clients of any changes to the privacy policy.
Contact Us: If you have any questions or concerns about our privacy policy or how we handle personal information, please contact us at info@bluemarlinaccounting.com.
