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We understand that you may have concerns about the confidentiality of the information you provide to this office. Our commitment is to uphold client information privacy and ensure that your personal and business matters are kept confidential, in accordance with the advisor-client privilege and to the fullest extent allowed by law.
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy: We handle all information you provide us with the utmost confidentiality, adhering to the principles of advisor-client privilege. Your personal information will only be shared with members of our firm who need to know this information to complete the work you have hired us for. We take client information privacy seriously and will not disclose your personal information to anyone outside our firm without your express written permission or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
You should also be aware that any client information you share with us during the interview for the preparation of your tax return is treated with a high level of confidentiality. However, it is important to note that this tax preparation confidentiality does not protect your information from IRS scrutiny. Privileged communications, which fall under advisor-client privilege, are limited to non-criminal tax advice regarding matters before the IRS or non-criminal tax proceedings in federal courts. While we consider all information you provide as confidential, please understand that return preparation engagements do not enjoy the same level of advisor-client privilege.
Thank you for allowing this firm to be of service.
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