Blue Haven Privacy Policy
Your Trust Matters to Us
At Blue Haven CPA, we know you’re trusting us with sensitive information—and we take that responsibility seriously. This Privacy Policy explains how we collect, use, and protect your data so you can feel confident knowing your information is safe, secure, and handled with care.
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Privacy Policy
Effective Date: March 30, 2025
1. Introduction
Blue Haven CPA PLLC ("Company," "we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website and use our services.
2. Information We Collect
We collect various types of information, including:
Personal Information: Name, email address, phone number, business details, and payment information when you sign up for our services.
Tax-Related Information: Information necessary to provide tax preparation and planning services.
Website Usage Data: IP addresses, browser type, pages visited, and cookies collected through analytics tools such as Google Analytics and Microsoft Clarity.
Communication Data: Emails, messages, and inquiries sent through our website.
We partner with Microsoft Clarity and Microsoft Advertising to capture how you use and interact with our website through behavioral metrics, heatmaps, and session replay to improve and market our products/services. Website usage data is captured using first and third-party cookies and other tracking technologies to determine the popularity of products/services and online activity. Additionally, we use this information for site optimization, fraud/security purposes, and advertising. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement."
3. How We Use Your Information
We use the information we collect to:
Provide, manage, and improve our tax services.
Process payments securely.
Communicate with you regarding services, updates, and customer support.
Comply with legal and regulatory requirements.
Analyze website usage and enhance user experience.
4. How We Share Your Information
We do not sell or rent your personal information. However, we may share it with:
Service Providers: Third-party companies such as payment processors, TaxDome for document sharing, and analytics providers like Google Analytics and Microsoft Clarity.
Legal and Regulatory Authorities: When required by law, court orders, or to prevent fraud.
Business Transfers: If Blue Haven CPA PLLC undergoes a business transfer, such as a merger or acquisition, your data may be transferred to the new entity.
5. Data Security
We implement security measures to protect your personal information. However, no online platform can guarantee 100% security. You are responsible for maintaining the confidentiality of your login credentials.
6. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to improve website functionality and analyze usage. You can control cookie settings in your browser.
7. Your Rights and Choices
Depending on your location, you may have rights regarding your personal data, including:
Accessing, correcting, or deleting your personal information.
Opting out of marketing communications.
Restricting data processing in certain circumstances. To exercise your rights, contact us at hello@bluehaven.cpa.
8. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices.
9. Children's Privacy
Our services are not intended for individuals under 18. We do not knowingly collect data from minors.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Changes will be posted with an updated effective date.
11. Contact Information
If you have any questions about this Privacy Policy, please contact us at:
Blue Haven CPA
1716 W Memorial Hwy, Harmony, NC 28634
hello@bluehaven.cpa
Blue Haven CPA PLLC is a virtual CPA firm providing bookkeeping, payroll, and tax planning for contractors and trades businesses. Serving clients across Charlotte, Harmony, Mooresville, Statesville, Huntersville, Cornelius and surrounding areas in North Carolina.
Disclaimers:
Blue Haven CPA PLLC provides tax preparation, tax planning, and accounting services tailored for contractors and trades. The content on this website is for informational purposes only and should not be considered tax, legal, or financial advice. Every tax situation is unique, and tax laws change frequently. Before making any tax-related decisions, consult a qualified professional.
At Blue Haven CPA PLLC, we are dedicated to helping you maximize your tax savings and optimize your financial strategy. However, tax outcomes vary based on individual circumstances, tax law changes, and compliance requirements. We do not guarantee specific refunds, savings, or results.
Reaching out to Blue Haven CPA PLLC via this website, email, or phone does not establish a client-accountant relationship. A signed engagement letter and completed payment are required before any services begin. We look forward to working with you, but please note that general inquiries do not constitute professional advice.
To comply with U.S. Treasury Department regulations, we inform you that any U.S. federal tax advice contained on this website or in our communications is not intended or written to be used for the purpose of avoiding penalties under U.S. tax law. Blue Haven CPA PLLC does not provide written tax opinions for penalty protection purposes.
We improve our products and advertising by using Microsoft Clarity to see how you use our website. By using our site, you agree that we and Microsoft can collect and use this data. Our privacy statement www.bluehavencpas.com/privacy has more details.
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