Privacy Policy

You may have some concern about the confidentiality of the information you provide to this office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.

Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications

The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:

We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.

You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts. Although we consider any information you provide us as confidential, return preparation engagements are not covered by advisor-client privilege.

If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.

Data Collection and Purpose Specification

We collect the personal data that you may volunteer while using our services. We do not collect information about our visitors from other sources, such as public records or bodies, or private organizations. If we wish to use your personal data for a new purpose, we offer you the means to consent to this new purpose: by indicating in a box at the point on the site where personal data is collected.

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax organizers, worksheets and other documents;
  • Information about your transactions with us, our affiliates, or others;
  • Information we receive from a consumer reporting agency.

Children’s Privacy
We do not knowingly collect personal data from children. We do not take specific steps to protect the privacy of children who disclose their personal data to us. We do not provide information about our personal data practices in relation to children on our home page, or at those sites on our Web site where we collect personal data.

Disclosure and Visitor Choice
We do not disclose your personal data to our subsidiaries or other organizations. We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as instructed to do so by such clients or as required by law.

Confidentiality / Security
We give you the option of using a secure transmission method to send us the following types of personal data:

  • Identifiers (such as credit card details, Web site password)
  • Portal (if applicable)

We have implemented security policies, rules and technical measures to protect the personal data that we have under our control from:

  • Unauthorized access
  • Improper use or disclosure
  • Unauthorized modification
  • Unlawful destruction or accidental loss

All our employees and data processors, who have access to, and are associated with the processing of personal data, are obliged to respect the confidentiality of our visitors’ personal data. We ensure that your personal data will not be disclosed to State institutions and authorities except if required by law or other regulation.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards to guard you nonpublic personal information.

Access to the personal data we may hold about you
You can ask us, by:

We will provide you with a readable copy of the personal data which we keep about you, within a month. – although we may before require proof of your identity – We will provide the information without any charge. We allow you to challenge the data that we hold about you and, where appropriate, you may have the data:

  • Erased
  • Rectified or amended
  • Completed

We reserve the right to refuse to provide our visitors with a copy of their personal data, but will give reasons for our refusal. We do, however, allow you to challenge our decision to refuse to provide you with a copy of your personal data. 

Circular 230 Disclaimer
The information contained on this website, including articles and commentary, is not intended to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer pursuant to Circular 230. [U.S. Treasury [Regulations governing tax practices]