TERMS OF USE
Welcome to the Blue Haven Advisory website. By accessing or using this website, you agree to be bound by these Terms of Use. If you do not agree, please do not use this website.
1. Use of Site
The content provided is for informational purposes only. It does not constitute legal, financial, or tax advice and should not be relied upon as such.
2. Intellectual Property
All content on this site, including logos, text, graphics, and layout, is the property of Blue Haven Advisory and may not be copied, modified, or distributed without prior written consent.
3. Limitation of Liability
Blue Haven Advisory shall not be liable for any damages arising out of your use of this site or reliance on its contents.
4. Governing Law
These terms shall be governed by the laws of the State of Texas.
PRIVACY POLICY
Blue Haven Advisory respects your privacy. This policy explains how we collect, use, and protect your information.
1. Information We Collect
We may collect your name, email, and other information when you complete forms or communicate with us.
2. How We Use Information
To provide services, respond to inquiries, and improve client experience. We do not sell your personal information.
3. Data Security
We use secure platforms to protect your data. However, no system is 100% secure. You use this site and transmit data at your own risk.
4. Cookies
Our site may use cookies to improve performance. You may disable cookies in your browser settings.
5. Contact
To ask questions or request data removal, contact [email protected]
DATA RETENTION
- Blue Haven will retain copies of your final deliverables and supporting workpapers for a limited period under our record retention policy (generally seven (7) years from the filing/delivery date).
- Certain records (including FBAR support) may be subject to different minimum retention requirements.
- After our retention period ends, we may securely delete records without further notice.
- You are responsible for maintaining your original records and documentation.
DISCLAIMER
The information on this site is for general informational purposes only and does not constitute professional advice.
Your use of this website does not create a client relationship with Blue Haven Advisory.
For specific advice on your tax situation, please engage us through a signed client agreement.