Privacy Policy
Last updated: December 17, 2025
Cherry Blossom Tax ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our tax preparation, accounting, and advisory services.
Information We Collect
We collect information that you provide directly to us, including:
- Personal Information: Name, address, email address, phone number, date of birth, and Social Security Number
- Financial Information: Income statements, tax documents, bank account information, and investment records
- Business Information: Business name, EIN, financial statements, and business records (for business clients)
- Communication Data: Messages, emails, and other communications you send to us
How We Use Your Information
We use the information we collect to:
- Prepare and file your tax returns
- Provide accounting and bookkeeping services
- Offer tax planning and advisory services
- Communicate with you about our services
- Comply with legal and regulatory requirements
- Represent you before the IRS and state tax authorities
Information Sharing and Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:
- With Your Consent: When you authorize us to share information with third parties
- Legal Requirements: When required by law, court order, or government regulation
- Tax Authorities: When filing tax returns or communicating on your behalf with the IRS or state agencies
- Service Providers: With trusted service providers who assist in our operations (e.g., secure document storage, client portal software)
Data Security
We maintain a Written Information Security Plan (WISP) as required by the FTC Safeguards Rule and IRS Publication 4557. This comprehensive plan outlines our procedures and safeguards for protecting your sensitive information.
We implement appropriate technical and organizational measures to protect your personal information, including:
- Encryption of data in transit and at rest
- Secure client portal (TaxDome) for document exchange
- Regular security assessments and updates
- Limited access to personal information on a need-to-know basis
- Secure disposal of documents and data
- Employee training on data protection and security awareness
- Incident response procedures for potential data breaches
Your Rights
You have the right to:
- Access your personal information
- Request correction of inaccurate information
- Request deletion of your information (subject to legal retention requirements)
- Opt out of marketing communications
- Receive a copy of your tax documents
Data Retention
We retain your information for as long as necessary to provide our services and comply with legal obligations. Tax records are typically retained for a minimum of seven years in accordance with IRS guidelines and Oregon state requirements.
Third-Party Services
Our website and services may use third-party services, including:
- TaxDome: Client portal for secure document sharing and communication
- Tax Software: Professional tax preparation software for return filing
- Analytics: Website analytics to improve our online experience
Each third-party service has its own privacy policy governing the use of your information.
Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete such information.
Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us:
- Email: [email protected]
- Phone: (503) 555-0123