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You might have some concerns regarding the privacy and security of the information you share with our office. I want to assure you that safeguarding your personal and business details is of utmost importance to us. We strictly adhere to a policy that ensures the confidentiality of your information to the fullest extent allowed by law.

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

In accordance with regulations set forth by the Federal Trade Commission, tax preparation firms are obligated to furnish an annual statement outlining their privacy policies.

Here is a breakdown of our policy:

Any information you provide us is treated with the highest level of confidentiality. Your personal details will only be accessible to specific members within our firm who require this information to fulfill the tasks entrusted to us by you. We will not disclose your personal information to any external party beyond our firm unless we obtain your explicit written consent, except when legal obligations necessitate such disclosure. For instance, if a mortgage lender contacts us seeking access to your tax return or related information, we will request your written permission prior to sharing any data.

It's important to understand that while the information you share during the tax return preparation interview is confidential, it is not immune from IRS scrutiny. Communication protected by privilege (meaning it cannot be compelled by the IRS for testimony) is confined to non-criminal tax advice pertaining to IRS matters or non-criminal tax proceedings in federal courts. While we treat all information you provide as confidential, it's important to note that the advisor-client privilege does not cover tax return preparation engagements.

Should you believe that the subject matter you wish to discuss requires legally protected communication, please feel free to bring it to our attention. This will enable us to explore the possibility of consulting with legal counsel for specialized advice in those particular situations. Your peace of mind and the security of your information are of paramount concern to us, and we are here to address any inquiries or concerns you may have.

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