Effective Date: 12/01/2025
1. Introduction
Blue Heron CPAs (“we,” “our,” or “us”) is committed to protecting your privacy and safeguarding the information you share with us. This Privacy Policy explains how we collect, use, disclose, store, and protect information obtained through our website, https://blueheroncpas.com (the “Site”).
This policy applies solely to information collected through the Site and does not apply to information collected offline or through other channels unless explicitly stated.
By accessing or using this Site, you acknowledge that you have read and understand this Privacy Policy.
2. Information We Collect
A. Personal Information You Provide Voluntarily
We may collect personal information when you:
- Submit a contact or inquiry form
- Schedule a consultation or meeting
- Subscribe to newsletters or updates
- Communicate with us via email or other online forms
This information may include:
- Full name
- Email address
- Phone number
- Business name
- Any other information you choose to provide
We only collect information that is reasonably necessary to respond to your inquiry or provide requested services.
B. Automatically Collected Information
When you visit the Site, certain information may be collected automatically, including:
- IP address
- Browser type and version
- Device type and operating system
- Pages viewed and time spent on pages
- Referring website or source
This data is used for analytics, performance monitoring, and website improvement.
3. Cookies and Tracking Technologies
The Site uses cookies and similar tracking technologies to:
- Enable core site functionality
- Understand how visitors interact with the Site
- Improve user experience and site performance
Some cookies are essential for site operation, while others are optional and used for analytics or performance insights.
You may manage your cookie preferences at any time using the cookie consent banner or opt-out preferences page available on the Site.
4. How We Use Your Information
We use collected information for legitimate business purposes, including:
- Responding to inquiries and requests
- Providing professional services or information
- Improving website functionality and content
- Monitoring site usage and trends
- Maintaining security and preventing fraud
- Complying with legal and regulatory obligations
We do not use your personal information for automated decision-making or profiling.
5. Legal Bases for Processing (Where Applicable)
Depending on your location, we may process your personal information under one or more of the following legal bases:
- Your consent
- Performance of a contract or pre-contractual steps
- Compliance with legal obligations
- Our legitimate business interests, provided they do not override your rights
6. Disclosure of Information
We do not sell, rent, or trade your personal information.
We may share information in limited circumstances:
- With trusted service providers who assist in operating the Site (e.g., hosting, analytics)
- When required by law, subpoena, or legal process
- To protect the rights, property, or safety of Blue Heron CPAs, our users, or others
All third-party service providers are required to maintain appropriate confidentiality and security measures.
7. Data Retention
We retain personal information only for as long as reasonably necessary to:
- Fulfill the purposes outlined in this policy
- Comply with legal, accounting, or regulatory requirements
- Resolve disputes or enforce agreements
When information is no longer required, it is securely deleted or anonymized.
8. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, alteration, or destruction.
While we strive to protect your information, no internet transmission or electronic storage method is completely secure. Therefore, we cannot guarantee absolute security.
9. Your Privacy Rights
Depending on your jurisdiction, you may have the right to:
- Request access to your personal information
- Request correction of inaccurate or incomplete data
- Request deletion of your personal information
- Withdraw consent where processing is based on consent
- Object to certain processing activities
Requests may be submitted using the contact information below. We may need to verify your identity before fulfilling a request.
10. Third-Party Websites
The Site may contain links to third-party websites for your convenience. We are not responsible for the privacy practices, content, or security of those websites. We encourage you to review their privacy policies.
11. Children’s Privacy
The Site is not intended for use by children under the age of 13. We do not knowingly collect personal information from children. If you believe that a child has provided us with personal information, please contact us so we can take appropriate action.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updates will be posted on this page with a revised effective date.
Your continued use of the Site after changes are posted constitutes acceptance of the updated policy.
13. Contact Information
If you have questions about this Privacy Policy or our data practices, please contact us:
Blue Heron CPAs
Email: nathan@blueheroncpas.com