Protecting your financial privacy and keeping your Non-Public Personal Information secure is our highest priority. For the sake of this document, YOU and YOUR are understood to be the Client and WE and OUR are understood to be the Tax Firm.
Collection of your Information
We collect information you provide us through digital and manual means. We gather IRS information via access sites with explicit written authorization. We will only except third party information with verbal or written consent.
Use and Disclosure of your Information
Under Internal Revenue Code Section 7216, tax preparers are legally prohibited from disclosing or using your tax return information for any unauthorized purpose. Your information is used strictly to prepare and file your federal, state, and local tax returns, perform tax planning, or represent you before taxing authorities as authorized in our engagement letter. We may disclose information without prior written consent only in limited circumstances permitted by law, such as complying with a valid court order, subpoena, or IRS summons.
Protection and Security of Your Information
We practice the security measures set in alignment with IRS Written Information Security Plan (WISP) guidelines and federal regulations. The tax portal has multi-factor authentication. The terminals carry network firewall protection. All electronic files are protected with password access. Paper records are stored in a secured locked facility with restricted access. And staff have access to their individual cases only.
Record Retention and Disposal
We retain records relating to professional services provided in compliance with IRS standards and requirements. When personal information is no longer required to be retained, it is permanently destroyed through secure physical shredding or electronic data wiping.
Annual Notice and Changes to This Policy
We reserve the right to amend this privacy policy at any time. If we make material changes to how we handle your information, we will notify you by posting an updated version on our website and providing an annual copy as required by law.