Privacy Policy
Last updated: August 31, 2026
Bliss & Tuttle, CPAs (“Bliss & Tuttle,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect when you visit blisscpa.com (the “Site”), how we use that information, who we share it with, and the choices available to you.
What This Policy Covers
This policy applies to information collected through the Site.
It does not govern our professional services relationship with clients. Information you provide to us in connection with a tax, accounting, or advisory engagement is governed by your engagement letter, by the privacy notice our firm provides under the Gramm-Leach-Bliley Act, and by applicable professional confidentiality standards. Nothing in this policy limits those protections.
Our secure client portal is hosted by Liscio, a third-party service, and is governed by Liscio’s own privacy policy and terms. See “Client Portal and External Links” below.
Information We Collect
Information you provide to us. When you submit a form on the Site, we collect the information you enter, which may include your name, email address, telephone number, company or organization, and the content of your message. Form submissions are stored in the Site’s database and are also delivered to us by email.
Information collected automatically. When you visit the Site, certain information is collected automatically through cookies and similar technologies, including your IP address, browser type and version, device type, operating system, referring page, the pages you view, and the dates and times of your visits.
Mobile telephone number. If you provide your mobile number and consent to receive text messages from us, we collect and retain that number and your consent record. See “Text Messaging” below.
How We Use Information
We use the information described above to:
- Respond to your inquiries and requests
- Provide, administer, and communicate about our services
- Operate, maintain, secure, and improve the Site
- Detect and prevent spam, fraud, and abuse
- Understand how visitors use the Site so we can improve it
- Send text messages to individuals who have consented to receive them
- Comply with legal, regulatory, and professional obligations
Cookies and Analytics
The Site uses cookies and similar technologies. Cookies are small text files placed on your device that allow a website to recognize your browser and remember certain information.
We use the following analytics and measurement tools:
- Google Analytics 4, deployed through Google Tag Manager, to understand how visitors find and use the Site. You can opt out of Google Analytics using the browser add-on available at https://tools.google.com/dlpage/gaoptout/.
- Jetpack Stats, provided by Automattic, Inc., to report on Site traffic and performance.
- Google Search Console, which reports on how the Site performs in Google Search results.
Most browsers accept cookies by default. You can set your browser to refuse cookies or to alert you when cookies are being sent. Some parts of the Site may not function properly if you disable cookies. Our Site does not currently respond to browser “Do Not Track” signals.
Advertising. We may occasionally run advertising campaigns through services such as Google Ads or Meta advertising platforms. Where these are active, those services may place cookies or similar identifiers on your device to measure the performance of our advertising and, in some cases, to show you our ads on other websites. You can manage advertising preferences through the tools offered at https://optout.aboutads.info/ and https://optout.networkadvertising.org/. Choices you make are specific to the browser and device you make them on.
How We Share Information
Service providers. We share information with vendors who perform services for us and are permitted to use that information only to provide those services. These currently include:
| Provider | Purpose |
| Pressable (Automattic, Inc.) | Website hosting, edge caching, and backups |
| Automattic, Inc. (Jetpack) | Site analytics, performance, and media delivery |
| Automattic, Inc. (Akismet) | Spam filtering. Akismet receives the contents of form submissions in order to evaluate whether they are spam. |
| Brevo | Delivery of transactional and notification email |
| Google LLC | Analytics, tag management, and search performance reporting |
Legal and safety. We may disclose information where we believe in good faith that disclosure is required by law, regulation, subpoena, court order, or professional obligation, or is necessary to protect the rights, property, or safety of our firm, our clients, or others.
Business transfers. If our firm is involved in a merger, acquisition, or transfer of assets, information collected through the Site may be transferred as part of that transaction.
We do not sell your personal information, and we do not share it with third parties for those parties’ own marketing purposes.
Text Messaging
If you consent to receive text messages from Bliss & Tuttle, CPAs, we will use your mobile number to send messages such as appointment reminders, document status updates, and client notifications.
Message frequency varies based on account activity and your requests. Message and data rates may apply. Consent is not a condition of service. You may opt out at any time by replying STOP. Reply HELP for assistance.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All of the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Our SMS consent form is available in the Client Toolkit section of this Site.
Client Portal and External Links
Our client portal is provided by Liscio and is located at https://blisscpa.liscio.me/. When you follow that link you leave this Site. Your use of the portal, and any information you submit through it, is governed by Liscio’s privacy policy and terms of service rather than this policy.
The Site may contain links to other third-party websites. We do not control those sites and are not responsible for their content or privacy practices. We encourage you to review the privacy policy of any site you visit.
Security
We use commercially reasonable administrative, technical, and physical safeguards intended to protect information collected through the Site, including SSL encryption of data transmitted to and from the Site. No method of transmission or storage over the internet is completely secure, however, and we cannot guarantee absolute security.
Please do not send sensitive personal or financial information, including Social Security numbers or tax documents, through the Site’s contact forms or by ordinary email. Use our secure client portal for those materials.
Children’s Privacy
The Site is intended for adults and is not directed towards children. We do not knowingly collect personal information from children under 13. If we learn that we have collected such information, we will delete it.
Your Choices
- Email. You can ask us to stop sending non-essential email by contacting us at the address below.
- Text messages. Reply STOP to any message to opt out.
- Cookies. Use your browser settings to block or delete cookies, and the opt-out tools listed above.
- Access and correction. You may contact us to ask what information we hold about you from the Site, or to request that we correct or delete it. We will respond consistent with applicable law and our professional recordkeeping obligations.
Changes to This Policy
We may update this Privacy Policy as needed. When we do, we will revise the “Last updated” date above. Changes take effect when posted. Your continued use of the Site after we post changes means you accept the revised policy.
Contact Us
Bliss & Tuttle, CPAs 2407 Pacific Ave SE, Suite C Olympia, WA 98501 Telephone:360-754-5848
You can also reach us through our contact page at https://www.blisscpa.com/contact-us.
