Effective Date: October 31, 2026
At BCG Tax, we respect your privacy and are committed to protecting your personal and financial information. This policy applies to our website, Tax Client Portal, Tax Partner Portal, BCG Learning, and related services.
We may collect your name, contact information, tax documents, financial records, identification details, account information, and other information needed to provide our services. We may also collect basic website usage and security information.
We use your information to prepare and file taxes, manage client accounts, process partner applications, provide training, communicate with you, improve our services, and meet legal requirements.
We do not sell your personal information. We share information only with authorized personnel, tax partners, service providers, and government agencies when necessary and permitted by law. Taxpayer information is protected under applicable federal and state privacy laws, including IRS regulations.
We use reasonable security measures to protect your information from unauthorized access, misuse, or disclosure. Access to sensitive information is limited to authorized individuals who need it to perform their duties.
Clients should upload sensitive tax documents through our secure Client Portal rather than regular email.
We retain information as needed to provide services and comply with legal requirements. You may contact us to request access to, correction of, or deletion of your information, subject to applicable laws.
We may update this policy as needed. Any changes will be posted on our website with an updated effective date.
BCG Tax
Email: [email protected]
Phone: (943) 255-2552
Website: www.bcgtax.com
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