We value your trust and confidence and we want to assure you your personal
information is kept completely confidential by us, As Professional Tax
Preparers, we adhere to the highest level of professional ethical
responsibility and obligations to protect the confidentially of all client
about you, the limited times we may share it with others, and what
measures we take to protect your privacy.
What Personal Information Do We Collect?
In order to meet your needs in the course of tax return preparation, tax
and financial planning, and tax compliance engagements for you, we collect
various types of personal information about you from the following
· Information we receive from you in person, by the phone, mail or e-mail,
through our website, on tax preparation worksheets, and other documents or
forms we use in preparing your tax return or providing other services for
you. Such information includes, for instance, your name, address, social
security number, income, investment and other assets, and other tax and
financial information about you;
· Information we receive from others about your transactions or
relationships with them. Such information includes, for instance,
investment, loan or banking activity, balances or account numbers, legal
agreements and documents, and other information we gather in the course of
providing services to you.
Information we receive from you when your browser interacts with our
website. This could include information transmitted on an internet
“cookie,” such as your password to our site, your preferences on the site,
and your internet service provider’s address.
· Information we receive from a consumer reporting agency, such as your
credit history and outstanding loan balances.
Is Personal Information Shared with Others?
We do not share any personal information about you with anyone without
your express consent, except as permitted by law as described below.
The law permits or requires disclosure in certain instances, such as if we
must share information to protect against fraud, in response to a court
subpoena, or as part of actual or threatened legal proceedings or
alternate dispute resolution.
We may share any information we collect (except for consumer reporting
agency information, which we do not disclose) to nonaffiliated companies
which perform support services on our behalf (such as tax or data
processing, transmission of electronic returns or data, records retention,
and mailing services). We do not sell or otherwise disclose our client
list or any of your information to outside companies for their marketing
or solicitation use.
We may also share your information with other parties who help assure ore
compliance with professional accounting standards (such as peer review),
or who conduct due diligence procedures, such as if we consider a sale or
merger of our practice.
How Do We Protect the Confidentially and Security of Your Personal
Keeping your information confidential and secure is of utmost importance
to us. We follow standard industry practices to actively protect the
confidentially, security, and integrity of your personal information. We
also maintain physical, electronic, and procedural safeguards to guard
your personal information. Our employees are bound by internal
confidentially policies and are subject to disciplinary action for any
policy violations. And we take appropriate precautions such as
confidentially agreements before sharing your information with any outside
Should you become an inactive client or should our relationship end, we
will continue to protect the confidentiality and security of your personal
Our Pledge to you
As Professional Tax Preparers, our professional ethical obligations and
responsibilities have always demanded no less than the highest regard and
duties for the confidentially of your personal information and the
security of your privacy. We will protect your personal information, use
it only as necessary, and perform our engagements so as to always maintain
your trust and confidence in us.
Thank you for allowing us to be of service, we truly value our
relationship with you. We hope you view our firm as your most trusted
advisor, and we will work to continue earning that trust. Please call us
anytime you have questions or we may be of further service.