Privacy Policy

Blue Sage Tax and Accounting Inc. collects information you give us directly — your name, email address, phone number, business details, and the contents of messages you send us — when you complete a form on this site, book a consultation, email us, or call us.

When you become a client, we collect the financial and tax information necessary to perform the engagement. That information is provided through a secure client portal, not through this website’s contact form.

We also collect limited technical information automatically, including your IP address, browser type, and the pages you visit, for the purpose of operating and improving the site.

We use your information to respond to your enquiry, provide the services you have engaged us for, send service-related communications such as appointment reminders and filing deadline notices, meet our own legal and professional obligations, and operate this website.

We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes.

No mobile information will be sold or shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as our customer service platform or messaging provider, is permitted only to the extent necessary to deliver the messages you have consented to receive.

All other categories of personal information described in this policy exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties for their own purposes.

If you opt in to receive text messages, you may opt out at any time by replying STOP to any message, or by contacting us at info@bluesage.tax, 646-363-6771, or 929-374-2225 (our text line). See our SMS terms and A2P disclosure for full details.

We do not sell your personal information. We share it only with service providers who help us operate — such as our secure document portal, tax preparation software, scheduling platform, and email provider — and only to the extent necessary for them to provide that service.

We may disclose information where required by law, court order, or the rules governing our profession.

Tax return information is subject to specific confidentiality obligations under federal law. We do not disclose your tax return information to third parties without your written consent, except as permitted or required by law.

We use administrative, technical, and physical safeguards designed to protect your information, including encrypted transmission and a secure client portal for document exchange. No method of transmission over the internet is completely secure, which is why we ask you not to send sensitive documents by email or through the website contact form.

We retain client records for the period required by professional standards and applicable law, and then dispose of them securely.

You may unsubscribe from marketing email at any time using the link in any such message. You may opt out of text messages by replying STOP. You may request access to, correction of, or deletion of your personal information by contacting info@bluesage.tax, subject to the record retention obligations that apply to an accounting practice.

This website uses only the cookies necessary for it to function. If analytics or advertising cookies are added in future, this policy will be updated and notice will be given on the site.

This website is not directed to children under 13 and we do not knowingly collect personal information from them.

We may update this policy from time to time. The date at the top of this page shows when it was last revised.

Questions about this policy can be directed to Blue Sage Tax and Accounting Inc., 42-23 Francis Lewis Blvd, Suite 102, Bayside, NY 11361, by email at info@bluesage.tax, or by phone at 646-363-6771 or 929-374-2225.