Privacy Policy

Effective Date: July 23, 2026

BrightPoint Tax & Business Solutions (“BrightPoint,” “we,” “us,” or “our”) respects your privacy and is committed to handling your personal information responsibly. This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit brightpointjd.com, contact us, schedule a consultation, subscribe to communications, use our website chat widget, submit documents, or request tax, bookkeeping, business, ITIN, or document services.

Information We Collect

The information we collect depends on how you interact with BrightPoint and which services you request. Information you provide may include your name, mailing address, email address, telephone number, preferred contact method, appointment information, messages, questions, consultation details, business name, business information, taxpayer identification information, employment information, income information, expense records, financial information, tax forms, supporting records, bookkeeping files, identification documents, ITIN application information, documents submitted for notary, translation, or business services, communication preferences, marketing preferences, and any other information you voluntarily provide.

When you use our website, we or our service providers may also collect certain technical information automatically, including your Internet Protocol address, browser type, device type, operating system, referring website, pages viewed, links selected, date and time of visits, approximate geographic location, cookie identifiers, website interactions, and performance data.

Please do not submit Social Security numbers, complete tax returns, banking information, passwords, or other highly sensitive documents through ordinary email, text message, website chat, or an unsecured form unless BrightPoint specifically directs you to an approved secure method.

How We Use Information

We may use personal information to respond to questions, manage consultation requests, schedule appointments, identify services that may be appropriate, provide tax preparation, bookkeeping, business, ITIN, and document services, request and review records, prepare authorized filings, communicate about appointments and deadlines, provide service updates, process payments, maintain transaction records, send newsletters or promotional messages when consent has been provided, operate and improve our website, analyze website performance, prevent fraud, protect our systems, maintain legal and business records, comply with applicable laws, respond to government requests, and establish, exercise, or defend legal claims.

We aim to collect only information that is reasonably necessary to provide requested services, maintain our business, meet professional obligations, protect our clients, and comply with applicable requirements.

Cookies and Similar Technologies

Our website and third-party service providers may use cookies, pixels, analytics tools, and similar technologies to remember preferences, maintain website functionality, understand how visitors use the site, measure page performance, improve website content, support marketing efforts, and identify technical or security concerns.

You can usually manage cookies through your browser settings. Disabling certain cookies may affect website functionality. Where required by law, we will request consent before using nonessential cookies or similar technologies.

How We Share Information

We may share personal information with trusted service providers that help us operate our business and provide services, including website hosts, customer relationship management platforms, scheduling providers, secure document-management systems, tax and bookkeeping software providers, payment processors, email providers, text-message providers, cloud-storage vendors, analytics providers, technology vendors, professional advisers, contractors, taxing authorities, and government agencies when authorized or required.

We may also disclose information with your consent, at your direction, to comply with a legal obligation, to respond to a subpoena or court order, to prevent fraud or misuse, to protect the safety and rights of BrightPoint or others, or in connection with a merger, acquisition, financing, reorganization, or sale of business assets.

Service providers are expected to use information only as reasonably necessary to perform services for BrightPoint and to protect that information appropriately.

Sale or Sharing of Personal Information

BrightPoint does not sell personal information for money.

Some analytics or advertising technologies may be legally treated as sharing personal information under certain state privacy laws. If BrightPoint uses technology that creates such an obligation, we will provide the required notice and privacy-choice mechanism.

Text Messages

When you separately consent to receive text messages from BrightPoint, we may send appointment confirmations, appointment reminders, responses to inquiries, document updates, account updates, service notifications, or marketing and promotional messages when you have separately opted in.

Message frequency may vary, message and data rates may apply, reply STOP to opt out, and reply HELP for assistance. Consent to receive marketing text messages is not a condition of purchasing services.

Mobile information, text-message opt-in data, and consent will not be sold or shared with third parties for their independent marketing purposes.

Email and Newsletter Communications

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the message.

Even after you unsubscribe from promotional messages, BrightPoint may continue sending non-promotional communications related to appointments, active services, document requests, tax deadlines, payments, security matters, and changes affecting our relationship with you.

Sensitive Personal and Financial Information

BrightPoint’s services may require sensitive information, including taxpayer identification numbers, income records, financial documents, government-issued identification, business records, tax forms, and supporting documentation.

We use sensitive information only when reasonably necessary to provide requested services, prepare authorized filings, verify identity, maintain required records, meet legal or professional obligations, protect against fraud, and manage our business.

Whenever available, sensitive documents should be submitted through the secure portal or approved delivery method designated by BrightPoint rather than through ordinary email, text message, or website chat.

Data Security

BrightPoint uses reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, misuse, loss, alteration, or disclosure.

These safeguards may include access controls, password protections, secure platforms, encrypted transmission where supported, confidentiality requirements, secure record-storage procedures, vendor oversight, monitoring, and secure disposal practices.

No website, email system, portal, network, device, or method of electronic storage can be guaranteed to be completely secure. You are responsible for protecting your passwords, devices, accounts, and communications, and for notifying BrightPoint promptly if you believe your information or account may have been compromised.

Data Retention

We retain personal information for as long as reasonably necessary to provide services, complete authorized tax or business work, maintain client and business records, meet legal, tax, professional, and regulatory requirements, resolve disputes, enforce agreements, prevent fraud, and protect our rights.

Retention periods vary depending on the type of information, the service provided, the status of the client relationship, and applicable obligations. Information that is no longer reasonably necessary may be securely deleted, destroyed, anonymized, or de-identified.

California Privacy Rights

Depending on BrightPoint’s legal obligations and your relationship with us, California residents may have the right to know which categories of personal information we collect, access specific personal information, request correction of inaccurate information, request deletion subject to legal exceptions, learn the sources and purposes of collection, learn which categories of third parties receive information, opt out of the sale or sharing of personal information when applicable, limit certain uses of sensitive personal information when applicable, and receive equal service after exercising privacy rights.

BrightPoint may need to verify your identity before completing a request. We may deny, limit, or delay a request where permitted or required by law, including when information must be retained to complete services, comply with tax or legal obligations, detect fraud, maintain records, or establish or defend legal claims.

An authorized agent may submit a request where permitted by law. BrightPoint may request documentation confirming the agent’s authority and may separately verify the identity of the person making the request.

Other State Privacy Rights

Residents of certain states may have additional rights regarding access, correction, deletion, portability, targeted advertising, or the use of personal information.

BrightPoint will respond to verified requests as required by applicable law. Certain rights may not apply based on BrightPoint’s size, activities, exemptions, service relationship, or the context in which the information was collected.

Tax, Financial, and Professional Records

Certain information may be subject to tax, accounting, financial, confidentiality, professional, and record-retention requirements in addition to general privacy laws.

A privacy request may not require BrightPoint to delete information that must be retained to complete a requested service, maintain tax or client records, comply with legal obligations, detect fraud, respond to an audit or investigation, protect client interests, or establish or defend a legal claim.

Third-Party Websites and Services

Our website may contain links to scheduling platforms, payment services, secure portals, social-media pages, government websites, and other third-party services.

BrightPoint does not control the privacy, security, availability, or content practices of third parties. You should review the privacy policies and terms of those services before providing information.

Children’s Privacy

Our website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information directly from children under 13 through the website.

Information concerning a dependent or minor may be provided by a parent, legal guardian, or authorized taxpayer when reasonably necessary for tax preparation or related services.

If we learn that personal information from a child under 13 was collected through the website without appropriate authorization, we will take reasonable steps to delete it.

Do Not Track and Privacy Signals

Some browsers offer “Do Not Track” settings. Because there is no universal standard governing these signals, our website may not respond to every Do Not Track request.

Where legally required and technically supported, BrightPoint will recognize valid opt-out preference signals for applicable sale or sharing activities.

Changes to This Privacy Policy

BrightPoint may revise this Privacy Policy periodically to reflect changes in services, technology, business practices, or legal requirements.

The updated policy will be posted on this page with a revised effective date. Material changes may also be communicated through the website, email, or another appropriate method.

Contact BrightPoint

For questions about this Privacy Policy or to submit a privacy request, contact:

BrightPoint Tax & Business Solutions
Website: brightpointjd.com/contact

Please include “Privacy Request” in your message and clearly describe what you are requesting.