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 collect nonpublic personal information about you from various sources, including:
- Interviews regarding your tax situation
- Applications, organizers, or other documents that supply such information as your name, address, telephone number, Social Security number, number of dependents, income, and other tax-related data.
- Tax-related documents you provide that are required for processing tax returns, such as Form W-2, 1099R, 1099-NEC, 1099-INT and 1099-DIV, and stock transactions.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as requested by our clients or as required by law. 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.
We restrict access to personal information concerning you, except to our employees who need such information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your personal information.
If you have any questions about our privacy policy, contact our office at 731.234.6314.