Privacy Policy
Burland Financial Services we value your privacy and our committed to safeguarding the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your information when you visit our website, communicate with us, upload documents, or use our accounting, tax preparation, payroll, or advisory services. By accessing our website or engaging our services, you agree to the terms outlined in this Privacy Policy.
We collect personal information when you voluntarily submit it through our website, client portal, email, phone, or through electronic transmission of documents. This information may include your name, business name, mailing address, phone number, email address, and detailed financial or tax-related data such as Social Security Numbers, Employer Identification Numbers, payroll information, income or expense records, banking details, and supporting financial documents (including W-2s, 1099s, receipts, or financial statements). When you use our website, we may also automatically collect information such as your IP address, browser type, device information, and pages viewed. Cookies or analytics tools may be used to improve site performance and overall user experience; however, you may disable cookies through your browser settings at any time.
We use your information solely to provide professional services, including preparing tax returns, filing electronically with federal or state agencies, maintaining accounting or financial records, delivering payroll or bookkeeping services, communicating with you about your account, and enhancing our website and client experience. We do not sell or rent your personal information.
For signatures and authorization related to tax filings, we may utilize secure e-signature platforms such as Adobe Sign, DocuSign, or similar technology. Electronic signatures obtained through these platforms are legally binding and apply to documents such as Form 8879 (IRS e-file authorization), engagement letters, consent forms, and service agreements. By signing electronically, you authorize Burland Financial Services to submit tax returns electronically to the IRS or applicable state agencies. You may withdraw consent to electronic signatures at any time by contacting us, although this will not affect documents previously signed.
We may share your information only when necessary to perform services or comply with legal and regulatory requirements. This includes sharing information with third-party service providers that support secure document storage, e-signatures, bookkeeping platforms, payroll services, and tax preparation software providers. These service providers are contractually obligated to protect your information and may only use it for service-related functions. We may also disclose information to the IRS, state tax authorities, or other governmental bodies when legally required. We do not share personal information for marketing purposes.
We take data security seriously and use a combination of administrative, technical, and physical safeguards to protect your information. This may include encryption, secure portals for document transmission, limited access authorization, authenticated sign-in, and secure internal data storage. While we strive to protect your information using industry standards and reasonable security measures, no method of electronic storage or online transmission can be guaranteed to be 100% secure.
We retain personal and tax-related records for the period required by federal and state law, industry standards, and IRS Circular 230 guidelines. In most cases, records are retained for at least three to seven years, unless a longer retention period is required.
You have the right to request access to your personal information, update or correct inaccuracies, or request copies of completed documents or returns that we have prepared for you. You may also request to withdraw consent to electronic signatures or electronic communications going forward. Requests may be submitted using the contact information below.
Our website may include links to third-party websites for convenience or reference. We are not responsible for the content, security, or privacy practices of external websites, and we encourage you to review their respective policies.
If you have any questions regarding this Privacy Policy, wish to request a copy of your information, or have concerns about how your data is handled, please contact us:
Burland Financial Services
Email: quincy@burlandfinancialservices.com
Phone: 406-750-0769
We may update or modify this Privacy Policy from time to time. Any changes will be posted on this page with a revised “Last Updated” date. Continued use of our website or services after changes indicates acceptance of the updated policy.
This Privacy Policy is provided as a general template and does not constitute legal advice. For specific legal compliance concerns (including state privacy law requirements or FTC Safeguards Rule compliance), consult legal counsel.