A. Types of Information We Collect
We collect certain personal information about you, but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax planning services to you at your request. Examples of sources from which we collect information include; interviews and phone calls; letters or e-mails; tax returns or financial; tax organizers, and; financial history questionnaires.
B. Parties to Whom We Disclose Information
As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
To comply with a validly issued and enforceable subpoena or summons.
In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization.
In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser or merger partner does not disclose information obtained in the course of the review.
As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.
C. Confidentiality and Security of Nonpublic Personal Information
We maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction. Thank you for allowing us to serve your accounting and tax needs. We value your business and are committed to protect your privacy. We hope you view our firm as your most trusted business adviser, and we will work to continue earning your trust. Please call us if you have any questions or if we can be of further service.
D. IRS Circular 230 Disclosure
To ensure compliance with requirements imposed by the IRS, we are informing you that any tax advise contained in this website was not intended or written to be used or relied upon, and cannot be used or relied upon for the purpose of (1) avoiding tax-related penalties under the Internal Revenue Code, or (2) promoting, marketing, or recommending to another party any matters addressed within the website.