Legal
Privacy Policy
Effective Date: January 1, 2026 · Last Updated: March 2026
ON THIS PAGE
SECTION 01
Introduction
BloomXFI, APC ("BloomXFI," "we," "our," or "us") is a California professional corporation providing CPA, tax strategy, financial intelligence, and business advisory services. We are committed to protecting the privacy and security of your personal information.
This Privacy Policy explains how we collect, use, disclose, and safeguard information about you when you visit our website at bloomxfi.com, contact us, or engage our professional services. Please read this policy carefully. By using our website or services, you agree to the practices described herein.
Note: As a CPA firm, we are also subject to professional confidentiality obligations under California law and applicable professional standards. Information shared with us in the context of a professional engagement is treated with the highest degree of confidentiality.
SECTION 02
Information We Collect
We collect information in several ways depending on how you interact with us.
Information You Provide Directly
• Contact & Identity: Name, email address, phone number, mailing address, and job title when you fill out our contact form, request a consultation, or communicate with us.
• Financial & Tax Information: Income details, tax documents, financial statements, business records, and other financial data provided in connection with our professional services.
• Business Information: Business name, entity type, EIN, and operational details relevant to your engagement with us.
• Communications: Messages, inquiries, and feedback you send us via email, phone, or our website contact form.
Information Collected Automatically
When you visit our website, we may automatically collect:
• IP address and general geographic location
• Browser type and operating system
• Pages visited, time on site, and referring URLs
• Device identifiers and browser cookies
Information from Third Parties
We may receive information about you from third parties such as government tax agencies (e.g., the IRS or California FTB), financial institutions, or other advisors acting on your behalf or as required for the provision of our services.
SECTION 03
How We Use Your Information
We use the information we collect for the following purposes:
Purpose
Security
Purpose
To provide accounting, tax preparation, financial advisory, and fractional CFO services you engage us for.
To respond to inquiries, schedule consultations, and communicate about your engagement.
To comply with applicable laws, professional regulations, IRS requirements, and California state obligations.
To analyze traffic patterns, improve website functionality, and enhance user experience.
To send relevant updates, newsletters, or service information — only with your consent, and you may opt out at any time.
To detect, prevent, and address fraud, unauthorized access, or other security incidents.
We do not sell your personal information and we do not use it for automated decision-making or profiling.
SECTION 04
Sharing Your Information
We treat your information with strict confidentiality. We do not sell, rent, or trade your personal data. We may share your information only in the following limited circumstances:
Service Providers
We may share information with trusted third-party vendors who assist in operating our business — such as secure document management platforms, cloud storage providers, and scheduling software. These parties are contractually obligated to protect your information.
Government & Regulatory Agencies
We may disclose information to the IRS, California Franchise Tax Board, or other regulatory authorities as required by law or authorized by you in connection with tax return preparation and government filings.
Legal Requirements & Business Transfers
We may disclose your information if required by law, subpoena, or court order. In the event of a merger or acquisition, your information may be transferred subject to the same privacy protections described in this policy.
Professional Confidentiality: As licensed CPAs, we are bound by California Business and Professions Code §5037 and applicable AICPA standards. We do not disclose client information to any third party without your written consent except as required by law.
SECTION 05
Data Security
We implement industry-standard security measures to protect your personal and financial information. Our security practices include:
• Encryption of data in transit (TLS/HTTPS) and at rest
• Secure, password-protected client portals for document exchange
• Access controls limiting data access to authorized personnel only
• Regular security reviews and staff training on data protection
• Use of reputable, SOC 2-compliant cloud service providers
While we take reasonable precautions to safeguard your information, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security, but we are committed to responding promptly to any suspected breach and notifying affected individuals as required by California law.
SECTION 06
Data Retention
We retain your personal and financial information for as long as necessary to fulfill the purposes described in this policy and to comply with applicable legal, regulatory, and professional obligations.
For tax and financial records, we generally retain client files for a minimum of seven (7) years from the date of preparation, consistent with IRS guidelines and California professional standards. Website usage data is typically retained for up to 26 months.
SECTION 07
Cookies & Tracking Technologies
Our website uses cookies and similar tracking technologies to improve your browsing experience and analyze site traffic.
Types of Cookies We Use
• Essential Cookies: Required for the website to function properly. These cannot be disabled.
• Analytics Cookies: Help us understand how visitors interact with our website (e.g., Google Analytics). Data is aggregated and anonymous.
• Preference Cookies: Remember your settings and preferences to personalize your experience.
Managing Cookies
You can control cookies through your browser settings. Most browsers allow you to refuse cookies or to be notified when cookies are set. Please note that disabling certain cookies may affect the functionality of our website. You can also opt out of Google Analytics by visiting tools.google.com/dlpage/gaoptout.
We do not use cookies to deliver targeted advertising or to sell your data to third parties.
SECTION 08
California Privacy Rights (CCPA / CPRA)
As a California-based business, we are committed to complying with the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA). California residents have the following rights:
Your Rights
• Right to Know: Request information about the categories of personal information we have collected about you.
• Right to Delete: Request that we delete your personal information, subject to legal compliance exceptions.
• Right to Correct: Request correction of inaccurate personal information we hold about you.
• Right to Opt-Out of Sale/Sharing: We do not sell or share your personal information. You do not need to opt out.
• Right to Non-Discrimination: We will not discriminate against you for exercising any of your privacy rights.
How to Submit a Request
To exercise your rights, contact us at info@bloomxfi.com, call (818) 877-5135, or write to 500 S Glendale Ave, Unit A, Glendale, CA 91205. We will respond to verifiable consumer requests within 45 days.
SECTION 09
Children's Privacy
Our website and services are not directed to children under the age of 16. We do not knowingly collect personal information from children under 16. If you believe we have inadvertently collected information from a minor, please contact us at info@bloomxfi.com and we will take prompt steps to delete such information.
SECTION 10
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or for other operational reasons. When we make material changes, we will update the "Last Updated" date at the top of this page.
We encourage you to review this policy periodically to stay informed about how we protect your information. Your continued use of our website or services after any changes constitutes your acceptance of the revised policy.
SECTION 11
Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us:
Business Name: BloomXFI, APC
Address: 500 S Glendale Ave, Unit A, Glendale, CA 91205
We are committed to resolving privacy concerns promptly and will acknowledge receipt of your inquiry within 5 business days.