Disclosures & Policies
Legal Discolusres3B HOLDINGS LLC DBA 3B TAX & ACCOUNTING and related entities (hereinafter referred to as the "Firm") shall reserve all of the Firm's rights, including, but not limited to, the right to select its clientele and/or refuse business to anyone, including, but not limited to, person, persons, property, corporations, companies, trusts, and/or government agencies (hereinafter referred to as a "Party").
The Firm's right to refuse business to a Party is on a non-discriminatory basis unrelated to a Party's race, color, national origin, disability, age, sex, religion, and/or political beliefs. The Firm's service offerings (hereinafter referred to as "Services") as they apply to a Party are evaluated on a case-by-case basis by the Firm for Services as each Party will approach the Firm with a Party's own specific scenarios requiring different Services from the Firm.
The Services of the Firm performed for a Party may vary, and, accordingly, the Services of the Firm may have varying outcomes for a Party often based on different Party's economic factors, including, but not limited to, a Party's current Federal, State, and/or local tax account statuses, pre-existing and/or upcoming tax liabilities, income, filing status, dependents, number of entities, and changes to Federal, State, and local tax legislation. Additionally, the Firm's results for any Party may vary every year as a Party may experience changes in varying factors that affect the Party's tax position, including but not limited to tax liabilities, income, filing status, dependents, number of entities, and changes to Federal, State, and local tax legislation.
The Firm and the Services of the Firm offer no forms of guarantees, especially pertaining to guarantees perceived by a Party for tax savings and/or financial results based on the Services of the Firm. The Firm encourages a Party to use the Firm's communication channels to communicate a Party's tax scenario to the Firm.
The Firm does not offer nor purports to offer Public Accounting Services, Investment Advice, Banking Sevices, nor Legal Services, as defined by the applicable Federal and State of Florida Statute(s). The Firm may assist a Party in coordinating certain services, including, but not limited to, Public Accounting services, Investment Advice, Banking Services, and Legal Services in partnership with the Firm's business network and/or subcontractors in compliance with applicable Federal and State of Florida's Statute(s).
The Firm's website page with the webpage name "3B Capital" and with the URL of https://www.3baccounting.com/services/3bcapital is not the Firm's purporting itself to be a regulated financial services firm, including, but not limited to, a savings bank, a lending bank, a mortgage broker, an institutional investor, nor an independent financial advisory firm of registered financial advisors in accordance to applicable Federal and State of Florida Statute(s).
Parties to Whom We Disclose InformationFor current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosure includes providing information to our employees and subcontractors.
Protecting the Confidentiality and Security of Current and Former Clients' InformationWe retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and to comply with federal and state laws regarding retaining tax returns. To guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards.We do not share any of your confidential tax return information with any third-party, unless they are one of our subcontractors with a required, binding confidentiality agreement. A third-party is any person or company other than you, the client. That means we cannot disclose your identity, income, net worth, tax liabilities, or additional protected information to the Internal Revenue Service, state tax authorities, unmarried partners, friends, relatives, real estate agents, mortgage brokers, banks, or any other person or company without your explicit authorization.
How to Authorize DisclosureYou may authorize us to disclose specific tax return information to third parties of your choice.We must obtain your permission before your tax return is signed. Please talk to us about any specific request for sharing your tax information with third parties, and we will advise you of the proper procedure.
What To Do in the Case of Unauthorized Disclosure From Prior Tax PreparersIf you suspect that your previous tax preparer has disclosed your tax return information without your explicit authorization, you may contact the IRS Criminal Investigation Division at (800) 829-0432. You may also want to seek legal counsel.