Privacy Policy

Certified Public Accountants, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.  CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law.  Accordingly, we have always observed and protected your right to privacy.

 

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

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 disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you.  In all such situations, we stress the confidential nature of information being shared.

 

 

We retain records relating to professional services which we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines.  In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

 

On January 1, 2009, new IRS regulations under Internal Revenue Code section 7216 (Privacy Policy) became effective.  As a result, unless authorized by law, we cannot disclose, without your consent, your tax return information to third parties for purposes other than the preparation and filing of your tax return.  If you consent to the disclosure of your tax return information, Federal law may not protect your tax return information from further use or distribution.  In the event you wish us to disclose your tax return information to third parties, please contact our office so that we can provide you with the necessary consent form.

 

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by email to: complaints@tigta.treas.gov

If you have any questions concerning the above policies, please feel free to contact us.