← Back to Home

Privacy Policy

Last updated: March 25, 2026

BlueSea Finance ("we," "us," or "our") is committed to protecting the privacy and confidentiality of our clients' personal and financial information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you use our website (willgcpa.com) and accounting services.

1. Information We Collect

We may collect the following types of information:

  • Personal Identification Information: Name, email address, phone number, mailing address, and other contact details you provide through our contact form or during the course of our professional relationship.
  • Financial Information: Tax documents, income statements, bank account information, business financial records, and other financial data necessary to provide our accounting, tax preparation, bookkeeping, and advisory services.
  • Business Information: Business name, entity type, EIN, state registration details, and related organizational information.
  • Website Usage Data: We may collect non-personally identifiable information such as browser type, pages visited, and time spent on the website for the purpose of improving our services.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Providing Accounting Services: To prepare tax returns, perform bookkeeping, process payroll, and deliver financial advisory services as engaged by you.
  • QuickBooks Online Integration: We use Intuit QuickBooks Online (QBO) to manage bookkeeping, financial reporting, and accounting records on behalf of our clients. Your financial data may be stored and processed within QBO in accordance with Intuit's privacy and security policies.
  • Communication: To respond to inquiries submitted through our contact form, send service-related updates, and communicate about your account or engagement.
  • Compliance: To comply with applicable laws, regulations, and professional standards governing accounting and tax preparation services.
  • Improving Our Services: To analyze website usage and improve the functionality and content of our website.

3. Third-Party Service Providers

We may share your information with trusted third-party service providers who assist us in delivering our services, including:

  • Intuit QuickBooks Online: For bookkeeping, accounting, and financial management. Intuit's privacy policy governs the handling of data within their platform.
  • Tax Filing Services: For electronic filing of tax returns with the IRS and state tax authorities as authorized by you.
  • Payroll Processors: For processing payroll on behalf of your business as part of our payroll services.
  • Website Hosting (Netlify): Our website is hosted on Netlify. Contact form submissions are processed through Netlify Forms.

We do not sell, rent, or trade your personal or financial information to third parties for marketing purposes.

4. Data Protection and Security

We take the security of your information seriously and implement appropriate measures to protect it, including:

  • Secure, encrypted connections (HTTPS/TLS) for all website communications.
  • Access controls limiting who within our practice can view client data.
  • Use of reputable, security-certified platforms (such as QuickBooks Online) for storing and processing financial data.
  • Regular review of our security practices and procedures.
  • Compliance with professional standards for confidentiality as required by the AICPA Code of Professional Conduct.

While we strive to protect your information, no method of electronic storage or transmission over the Internet is 100% secure. We cannot guarantee absolute security but will promptly notify affected clients in the event of a data breach.

5. Data Retention

We retain client information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and meet professional record-keeping requirements. Tax and financial records are generally retained for a minimum of seven (7) years in accordance with IRS guidelines and professional standards. You may request deletion of your information, subject to our legal and regulatory retention obligations.

6. Your Rights

You have the right to:

  • Request access to the personal and financial information we hold about you.
  • Request correction of inaccurate or incomplete information.
  • Request deletion of your information, subject to legal and regulatory requirements.
  • Withdraw consent for non-essential data processing at any time.
  • Receive a copy of your data in a commonly used format.

7. Cookies

Our website does not use tracking cookies or third-party analytics tools. If this changes in the future, we will update this policy and provide appropriate notice.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

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. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us:

Will Guardado, CPA
BlueSea Finance
Email: will@willgcpa.com
Website: willgcpa.com