Privacy Policy & Terms of Service

1. Gramm-Leach-Bliley Act (GLBA) Financial Privacy Notice

As a provider of professional tax preparation, corporate compliance, and financial consulting services, BlueverTax.ai is subject to the privacy regulations of the Federal Trade Commission (FTC) and the Gramm-Leach-Bliley Act (GLBA), as well as Section 7216 of the Internal Revenue Code.

We collect non-public personal information (NPI) about you and your business from the following sources:

• Information received on consultation intake forms, engagement agreements, and questionnaires (such as name, address, taxpayer identification numbers, corporate officers, and email).
• Financial documents provided by you (such as W-2s, 1099s, K-1s, general ledgers, bank statements, and prior year returns).
• Information received from the IRS or state taxing authorities pursuant to an executed Form 2848 Power of Attorney.

2. IRC Section 7216 Strict Non-Disclosure

Under Internal Revenue Code Section 7216, tax return preparers are criminally prohibited from knowingly or recklessly disclosing or using any tax return information for any purpose other than preparing, assisting in preparing, or providing auxiliary services in connection with the preparation of any tax return, unless formal written consent is executed by the taxpayer.

BlueverTax.ai does NOT sell, rent, license, or commercially disclose client financial records, contact lists, or tax return data to any third party for marketing purposes under any circumstance.

3. Data Security & Encryption Protocols

We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information:

• All digital data transmissions via our client portal utilize Transport Layer Security (TLS 1.3) with 256-bit encryption.
• Stored files are encrypted at rest using industry-standard AES-256 protocols.
• Access to client records is strictly restricted to authorized staff members who require the information to perform engagement services.

4. Terms of Service & Advisory Engagement

By accessing this website, submitting an inquiry, or engaging BlueverTax.ai for professional services, you acknowledge and agree to the following provisions:

• No Professional Relationship Created by Website Use: Reviewing educational guides, browsing service descriptions, or submitting a general website inquiry does not constitute an attorney-client, CPA-client, or enrolled practitioner fiduciary relationship. A formal relationship is created solely upon the mutual execution of an Engagement Letter.
• Client Representation & Accuracy of Records: Tax returns are prepared based on records, receipts, and statements furnished by the client. The client remains legally responsible for the truthfulness, accuracy, and completeness of all provided documentation.
• IRS Circular 230 Disclosure: Any US federal tax advice contained on this website is for general educational orientation and is not intended or written to be used for avoiding penalties under the Internal Revenue Code.

5. Cookie Policy & Analytics

Our website uses essential technical cookies required for session security, CSRF protection, and page navigation. We may use privacy-compliant, anonymized performance metrics to measure site reliability and optimize page load speed without tracking individual identities or selling behavioral profiles.

6. Contact Our Compliance Office

If you have questions regarding this Privacy Policy, our GLBA safeguards, or your stored records, please reach our compliance team: