In engaging us as your tax preparer, you provide us with information that you entrust to us. Your privacy and maintaining the confidentiality of your personal information are the highest priorities and responsibilities at every staff level of our firm. Not only is it good business – you expect it and it is required in this day and age of technology.
Why You Are Reviewing this Notice
Types of Information We Collect
We collect certain personal information about you – but only when that information is provided by you or is obtained by us with your authorization. We use the information that you provide to prepare income tax returns and/or other services to you (at your request), that you engage us to perform.
Examples of sources from which we collect information include:
– interviews and phone calls with you
– letters and emails from you
– tax return or financial planning organizers and questionnaires, and
– other documents provided by you on behalf of yourself, your family, or your company/organization.
Confidentiality and Security of Nonpublic Personal Information
Except as otherwise described later in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by the policies of our firm, applicable law, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards to guard your personal information against unauthorized access or alteration.
Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone without your permission. However, to the extent required by law and applicable regulatory requirements, certain nonpublic information about you may be disclosed in the following situations:
-To comply with a validly issued and enforceable subpoena or summons.
-To provide work papers or specific information to assist you in complying with industry-specific federal and state regulations and requirements.
-In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so that the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
-To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed.
Marketing Our Products and Services
As permitted by applicable law, we may use personal information to provide you with materials about offers, products, and services that may be of interest to you. You may contact us at any time to opt out of the use of your personal information for marketing purposes.
Thank you for allowing us to serve your tax preparation needs. We value your business and are committed to protecting your privacy