Privacy Policy

1. Information We Collect

We may collect the following types of information when you visit our website, complete a form, or engage our services:

Contact Information: Name, email address, phone number, mailing address

Client & Tax Information: Details you provide so we can prepare returns, offer tax planning, or provide advisory services

Payment Information: Billing details processed securely through third-party payment providers (we do not store full card details)

Usage Data: IP address, browser type, device information, pages visited, time spent on pages

SMS Information: Phone number and any content you send or receive through our text messaging services

Cookies & Tracking: Data gathered via cookies and similar technologies to support analytics and site performance

2. How We Use Your Information

We use the information we collect to:

Provide tax preparation, planning, and advisory services

Communicate with you about appointments, deadlines, and important tax-related updates

Send service-related emails and, where permitted, occasional news or educational content

Process payments and manage billing

Improve our website, services, and client experience

Comply with professional standards and legal or regulatory obligations

3. Opted-In SMS Information

If you choose to receive text messages from Blue Star Tax Advisory: We use your phone number only to send information related to your inquiries, appointments, and important tax updates, and (if you opt in) occasional service information.

We do not sell, rent, or share your opted-in SMS information with third parties for their own marketing purposes.

Message and data rates may apply. You can opt out at any time by replying STOP (or as otherwise instructed in the message).

4. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information from unauthorized access, alteration, or disclosure.
However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

5. Cookies and Tracking Technologies

Our website may use cookies and similar tools to:

Remember your preferences

Understand how visitors use the site

Improve performance and user experience

You can control or disable cookies through your browser settings, but some features of the site may not function properly if cookies are disabled.

6. Your Choices and Rights

You may: Request access to the personal information we hold about you

Ask us to correct or update inaccurate information

Request deletion of certain information, subject to legal and record-keeping requirements

Unsubscribe from marketing emails using the link in any email

Opt out of SMS by replying STOP or following the opt-out instructions in the message

To exercise these rights, contact us using the details below.

7. Third-Party Services and Links

We may use trusted third-party providers (such as payment processors or secure document portals) to support our services. These providers only receive the information necessary to perform their functions and are expected to protect it appropriately.

Our website may also contain links to other sites. We are not responsible for the content or privacy practices of those third parties. Please review their policies before providing personal information.

8. Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us so we can remove it where appropriate.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last updated” date. Your continued use of the website or services after changes are posted means you accept the revised Policy.

10. Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your information, please contact:

Blue Star Tax Advisory
Email: [email protected]
Address: 2176 James Ave S, Minneapolis, MN 55105

By using our website or services, you acknowledge that you have read and agree to this Privacy Policy.