New Client Forms

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 Privacy Policy for Blakely Income Tax and Bookkeeping  

Effective Date: 01/20/2010

  At Blakely Income Tax and Bookkeeping, we value your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information.

  1. Information We Collect  We may collect personal information from you when you engage our services, including but not limited to: 

 Name Email address 

Phone number Mailing address 

Social Security Number (for tax purposes) Financial information 

2. How We Use Your Information  We use the information we collect for the following purposes:  To provide and manage our tax and bookkeeping services To communicate with you regarding your account and services To send you important updates and notifications To comply with legal obligations and regulatory requirements

 3. Disclosure of Your Information  We do not sell, trade, or otherwise transfer your personal information to outside parties, except to service providers who assist us in conducting our business (e.g., payment processors, software providers) and who agree to keep your information confidential. We may also disclose your information as required by law or in response to legal requests

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4. Data Security  We implement a variety of security measures to maintain the safety of your personal information. However, no method of transmission over the internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security. 

 5. SMS Consent Form  By providing your phone number and opting in, you consent to receive SMS messages related to our services, including updates, notifications, and marketing communications. You can opt out at any time by replying "STOP" to any SMS message.  SMS opt-in or phone numbers for the purpose of SMS are not being shared