Privacy Policy.
Effective November 9, 2026.
This policy covers information collected through this website. Information you provide as a client is governed by your engagement letter and applicable law, including the consent requirements of Internal Revenue Code Section 7216.
What we collect
Information you give us, such as your name, email, phone number, answers to our booking questions about your holdings and planned transactions, and any message you send.
Information collected automatically, such as browser and device type, pages visited, and approximate location, through cookies and analytics tools.
How we use it
We use it to respond to you and schedule calls, assess whether we’re a fit, send resources you request, notify waitlist members when we open for future seasons, operate and improve this website, and comply with the law.
How we share it
We share it with service providers that host the website, schedule calls, run our client portal, or send email on our behalf. We also share it between Bastion Tax, LLC and Bastion & Thorne Media Group, LLC as needed to operate the website and respond to you, and as required by law. We do not sell your personal information or share it for cross-context behavioral advertising.
You can unsubscribe from our emails at any time using the link in any message.
Retention and security
We keep information only as long as we need it for these purposes or as the law requires, and we use reasonable safeguards. No transmission over the internet is fully secure. Please do not send tax documents through website forms. Clients should use the secure client portal.
Your choices
You may ask to access, correct, or delete the personal information we hold about you by contacting us. We honor these requests whether or not a particular law requires it, and we will not treat you differently for making one.
Children
This website is not directed to anyone under 18, and we do not knowingly collect their information.
Cookies
You can control cookies through your browser settings. Some features may not work without them.
Contact
Bastion & Thorne: info@bastionthorne.com
