Under federal law financial institutions, Enrolled Agents, Certified Public Accountants and paid
tax preparers are required to annually disclose how they handle the private information they
receive from their clients. I receive non-public information about you from tax preparation
documents, worksheets and other information you provide to me in order to prepare your tax
return.
I restrict access to your personal information to those employees who need to know that
information. I maintain physical, electronic and procedural safeguards that comply with federal
standards to protect all personal data. All computers are password protected on boot-up and
after any 10-minute period of inactivity.
My office is paperless. Some of your original documents and receipts may be scanned into
computer memory and then returned to you. No client-information papers of any kind are
retained.
In order to further protect your privacy and comply with the Federal Consumer Financial
Information Privacy rules as set forth in the Gramm-Leach-Bliley Act of 1999. I require written
authorization from you before I will:
1- Disclose any of your personal information to a third party and then—only the information that
you specifically authorize.
2- Contact a third party on your behalf, e.g., a stockbroker to get information in order to prepare
your tax return.
I will always consider the information you give me to be Private and Confidential. I do not share
or disclose any of your non-public information with anyone except as what may be required by
law or with your specific permission.
I value your business but more importantly I value the trust and confidence you place in me by
choosing me as your tax professional and/or representative. Should you decide to close your
account with me or become an inactive client I will still protect your information and adhere to
the privacy policies and practices described in this statement. Please be sure to call if you have
any questions.
Please download and review the firm’s Privacy Policy.