Privacy Policy

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you or obtained by us with your authorization.

Parties to Whom We Disclose Information

For 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' Information

We 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 Disclosure

You 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 Preparers

If 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) 829-0433. You may also want to seek legal counsel.