Privacy Policy
Effective date: November, 2026
Beyond The Pines Tax and Accounting LLC (“Beyond The Pines,” “we,” “us”) respects your privacy. This policy explains what information we collect, how we use and protect it, and the choices you have. It applies to beyondthepinestax.com, our client portal, and the services we provide.
1. Information We Collect
Information you give us
Contact details, such as your name, email, phone number, business name, and mailing address, when you fill out a form, schedule a call, or email us.
Information we need to provide our services, such as Social Security or taxpayer ID numbers, income, banking and financial records, business financial statements, entity documents, and information about your spouse, dependents, partners, or owners.
Documents and e-signatures submitted through our secure client portal.
Information collected automatically
Device and usage data, such as IP address, browser type, pages visited, and referring site, collected through cookies and analytics provided by our website platform.
Information from others
Information from the IRS, state tax agencies, financial institutions, prior preparers, or your other advisors, when you authorize us to obtain it.
2. How We Use Your Information
To prepare tax returns and provide tax planning, accounting, bookkeeping, and advisory services.
To communicate with you about your engagement, deadlines, and regulatory changes.
To schedule consultations and respond to inquiries.
To bill for our services.
To meet our legal, regulatory, and professional obligations.
To maintain and improve our website and services.
We do not sell your personal information, and we do not share it for cross-context behavioral advertising.
3. Tax Return Information (IRC §7216)
Federal law restricts how tax preparers use and disclose tax return information. We use and disclose your tax return information only to prepare your returns and provide related services, or as otherwise permitted by law. We will not use it for any other purpose, or disclose it to anyone else, without your prior written consent in the form federal regulations require.
4. How We Share Information
We share information only as needed to serve you:
Service providers that support our operations under confidentiality obligations, such as our website host (Squarespace), client portal (TaxDome), scheduling tool (Calendly), email and document storage providers, and tax and accounting software.
Partner firms, with your consent. For example, we share information with our bookkeeping partner when you engage their services through us.
Government agencies, such as the IRS and state revenue departments, when we file on your behalf or respond to authorized requests.
Legal and professional requirements, such as subpoenas, court orders, regulatory inquiries, peer review or professional standards obligations, or to protect our rights.
Business transfers. If our firm merges or is sold, client information may transfer subject to the same protections and applicable professional rules.
5. Financial Privacy Notice (Gramm-Leach-Bliley Act)
As a provider of tax and financial services, we are subject to the Gramm-Leach-Bliley Act and the FTC’s Safeguards Rule. We do not disclose nonpublic personal information about current or former clients to nonaffiliated third parties, except as permitted by law, such as to the service providers above or with your consent. Because we do not share information in ways that require an opt-out, none is needed.
6. How We Protect Your Information
We maintain a written information security program with administrative, technical, and physical safeguards. These include an encrypted client portal, access controls, multi-factor authentication, secure storage, and staff confidentiality obligations. No system is completely secure, so please use our client portal rather than regular email to send sensitive documents.
7. Data Retention
We generally keep client records for seven years after the end of the engagement or the related tax year, whichever is later. We keep records longer when the law, a professional standard, or an active dispute or examination requires it. After that, records are securely destroyed.
8. Cookies and Tracking
Our website uses cookies for basic functionality and analytics. You can control or delete cookies in your browser settings, though some features may not work without them. Our site does not currently respond to browser “Do Not Track” signals.
9. Your Privacy Rights
Depending on where you live, you may have the right to know what personal information we hold about you, to access, correct, or delete it, and to opt out of its sale or use for targeted advertising (we do neither).
California residents: California law, including the California Online Privacy Protection Act and, where applicable, the California Consumer Privacy Act, gives you rights regarding your personal information.
Minnesota residents: Where applicable, the Minnesota Consumer Data Privacy Act gives you similar rights.
Information we hold under the Gramm-Leach-Bliley Act or professional retention requirements may be exempt from deletion. To make a request, email ask@beyondthepinestax.com. We will verify your identity, respond within the time the law requires, and never discriminate against you for exercising your rights.
10. Children’s Privacy
Our website is not directed to children under 13, and we do not knowingly collect information from them online. We collect information about minor dependents only from parents or guardians as part of our tax services.
11. Third-Party Links
Our site links to third-party sites, such as our scheduling tool and partner firms. Their own privacy policies apply, and we are not responsible for their practices.
12. Changes to This Policy
We may update this policy from time to time. The effective date above shows when it was last revised, and material changes will be posted on this page.
13. Contact Us
Beyond The Pines Tax and Accounting LLC
Email: ask@beyondthepinestax.com