Privacy Policy

Introduction

Blueprint Tax, LLC (“Blueprint Tax,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit blueprinttax.us, schedule a consultation, contact us, or otherwise interact with us. It applies to information collected through this website, in person, by phone or email, and through the third-party services we use to run our business.

1. Information We Collect

Information you provide

Contact information: Your name, email address, phone number, and any details you share about your situation when you fill out our contact form, sign up for our email updates, schedule a consultation, call us, or email us.
Consultation details: The information you provide when booking or attending a consultation, such as your business type and the questions you want to discuss.

Please do not send sensitive information through this website. We do not collect Social Security numbers, tax returns, or financial account information through this website. Please do not send tax documents through the contact form, by regular email, or through the scheduling tool. If you become a client, we will give you a secure method for sharing documents.

Information collected automatically

Usage and device information: Your IP address, browser type, device type, operating system, pages visited, time spent on the site, the website that referred you, and how you interact with pages (such as clicks and scrolling).
Cookies and similar technologies: We use cookies and similar technologies as described in Section 4.

Information from other sources

We may receive information from the third-party services we use, such as our scheduling and analytics providers, in accordance with their policies and applicable law.

2. How We Use Your Information

We use the information we collect to:

Respond to your inquiries and schedule consultations.
Provide and improve our services and website.
Send you tax planning updates and deadline reminders if you sign up for them. You can unsubscribe at any time.
Understand how visitors use our website.
Comply with legal and professional obligations, protect our rights, and prevent fraud or abuse.

3. Information Sharing and Disclosure

We do not sell your personal information. We may share information in the following circumstances:

Service providers: We use trusted third parties to operate our website and business. They may collect information as described in their own privacy policies:

Calendly: consultation scheduling
Cloudflare: website hosting and delivery
Keystone: website platform and cookie consent management
PostHog: website analytics, including session recordings of how visitors navigate the site
Google Maps: the map showing our office location
Microsoft 365 (Outlook): email

Client information and confidentiality: Information you provide as a client, including tax return information, is protected by your engagement agreement and by the professional and legal standards that apply to CPAs and tax preparers, including Internal Revenue Code Section 7216. We do not use or disclose client tax information except as permitted by law and with your consent where required.

Legal and safety: We may disclose information when required by law, court order, or legal process, or when we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others, to investigate fraud, or to respond to government requests.

Business transfers: If Blueprint Tax is involved in a merger, acquisition, or sale of assets, your information may be transferred. We will require the recipient to honor this Privacy Policy and the professional confidentiality obligations that apply to client information.

With your consent: We may share information for other purposes with your consent.

4. Cookies and Similar Technologies

We and our service providers use cookies and similar technologies to operate our website, remember your preferences, and understand how visitors use the site. When you first visit, you can accept cookies or opt out of tracking through the privacy banner, and you can change your choice later using the “Do Not Sell or Share My Personal Information” link at the bottom of every page.

You can also set your browser to refuse or delete cookies, though some features of the site may not work properly as a result.

Do Not Track: Our website does not currently respond to browser “Do Not Track” signals.

5. Data Security and Retention

We use reasonable administrative, technical, and physical safeguards to protect the information we collect, and we maintain a written information security plan consistent with IRS and FTC Safeguards Rule requirements. However, no method of transmission over the internet or electronic storage is completely secure.

We keep inquiry and consultation information only as long as needed to respond to you and for our ordinary business records. Client records are retained as required by professional standards and applicable law.

6. Your Choices

Depending on where you live, you may have the right to request access to, correction of, or deletion of your personal information, or to opt out of certain uses. To make a request, contact us using the information in Section 9.

7. Links to Other Websites

Our website links to third-party websites, such as our Google, Yelp, Nextdoor, and BBB listings. We are not responsible for the privacy practices of those websites.

8. Children’s Privacy

Our website and services are not directed to children under 13, and we do not knowingly collect personal information from children.

9. Contact Us

If you have questions about this Privacy Policy, please contact:

Blueprint Tax, LLC
10204 Farm to Market 307
Midland, TX 79706
alex@blueprinttax.us
(432) 279-1291

Changes to This Policy

We may update this policy from time to time. When we do, we will revise the date below.

Last Updated: 10/24/2026

Analytics, Advertising, and Chat Providers

In addition to the service providers listed above, the Site uses the following:

• Google Analytics (Google LLC). We use Google Analytics to understand how visitors use the Site, such as which pages are viewed and how visitors arrive. It sets the cookies _ga and _ga_9RGTBKLXKN, which assign a random identifier to your browser so that repeat visits can be distinguished; both expire after two years. Google's handling of this data is described in the Google Privacy Policy, and you can block Google Analytics in any browser with the Google Analytics opt-out add-on.
• Google Ads (Google LLC). We use Google Ads conversion tracking to measure whether visitors who click one of our ads go on to contact us or book a consultation. It sets the cookie _gcl_au, which stores an ad-click identifier for 90 days. You can manage how Google uses this information in your Google ad settings.
• Website chat tool (Keystone). The chat tool on the Site is operated by Keystone, the platform that hosts this website. Chat conversations, including the questions you type and the automated responses you receive, are processed and stored by Keystone on our behalf so that we can answer your questions and follow up with you. Please do not enter Social Security numbers, account numbers, tax returns, or other sensitive information in the chat.

You can withdraw consent for analytics and advertising cookies at any time using the cookie preferences link in the footer of every page.