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
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
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