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Privacy Policy


Last Updated: July 2026
At Bean Wise Tax & Advisory (“we,” “us,” or “our”), we understand that you are trusting us with your most sensitive financial information. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.
By using our services or our website, you consent to the practices described in this policy.


1. Information We Collect
We only collect the information necessary to provide you with expert tax and advisory services. This generally includes:

  • Information You Provide: Your name, contact details (email, phone, address), and the financial, employment, and tax-related documents required to prepare your returns or provide advisory services.

  • Information Collected Automatically: When you visit our website, we may collect basic technical data like your IP address, browser type, and interactions with our site using cookies or similar tracking technologies.
     

2. How We Use Your Information
We use your information strictly for legitimate business purposes, including:

  • Preparing and filing your tax returns.

  • Providing financial advisory and consulting services.

  • Communicating with you regarding your accounts, invoices, or service updates.

  • Complying with legal, professional, and regulatory obligations.

  • Improving our website and business operations.
     

3. How We Share Your Information
We do not and will not sell your personal information.
We only share your information when absolutely necessary, such as:

  • With Service Providers: We use trusted third-party software (like secure client portals, tax prep software, or payment processors) to run our business.

  • For Legal Reasons: We may disclose information to government or regulatory authorities (like the IRS) in the course of providing our services to you, or if we are legally required to do so by a court order or subpoena.
     

4. Your Privacy Rights
Depending on where you live (including Oregon), you may have certain rights regarding your personal data, such as the right to know what data we hold, request corrections, or ask us to delete non-essential data.
A Note on Financial Data: Because we are a financial firm, much of the data we collect is strictly regulated by federal laws like the Gramm-Leach-Bliley Act (GLBA). This means that certain financial and tax records may be exempt from state-level deletion requests because we are legally required to retain them.

Managing Your Preferences: You can opt out of receiving any marketing or newsletter emails from us at any time by clicking the "unsubscribe" link at the bottom of the email, or by contacting us directly.

5. Data Security
We maintain strict physical, technical, and administrative security procedures to protect your information against loss, unauthorized access, or misuse. While no data transmission is 100% secure, we treat your financial data with the highest level of care and use industry-standard encryption for sensitive document transfers.

6. Children’s Privacy
Our services are not directed to children under 13, and we do not knowingly collect personal information from children without parental consent.

7. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your data rights, please contact us at:
Email: lauren@beanwisetax.com (Subject: “Privacy Policy”)

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