1. Introduction
We highly value your trust and confidence, and we want to assure you that your personal information remains completely confidential with us. Upholding the highest standards of professional ethics, we are committed to safeguarding the confidentiality of all client information.
This Privacy Policy aims to provide clarity on the information we collect about you, the rare instances when we might share it with others, and the comprehensive measures we implement to protect your privacy.
2. Data Collected
Financial institutions decide how they disclose your personal information. Federal regulations grant consumers the option to restrict certain types of sharing. Additionally, federal law mandates that we inform you about how we gather, share, and safeguard your personal information. Please review this notice attentively to comprehend our practices.
In order to meet your needs in the course of tax representation, tax return preparation, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:
- Information we receive from you in person, by the phone, mail or e-mail, through our website, on tax preparation worksheets, and on other documents or forms we use in preparing your tax return or providing other services for you. Such information includes, for instance, your name, address, Social Security number, income, investment and other assets, and other tax and financial information about you.
- Information we receive from others about your transactions or relationships with them. Such information includes, for instance, investment, loan or banking activity, balances or account numbers, legal agreements and documents, and other information we gather in the course of providing services to you.
- Information we receive from you when your browser interacts with our website. This could include information transmitted on an internet “cookies,” such as your password to our site, your preferences on the site, and your internet service provider’s address.
- Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
3. Do we share your personal information?
We do not share any of your personal information with others unless you provide explicit consent, except as permitted by law and detailed below.
Certain legal circumstances allow or require disclosure, such as when necessary to prevent fraud, respond to a court order, or participate in legal proceedings or alternative dispute resolutions.
We may share information we collect (excluding consumer reporting agency data, which remains confidential) with non-affiliated companies that provide support services on our behalf, such as tax or data processing, electronic data transmission, record keeping, and mailing services. We do not sell or disclose our client list or your information to external companies for marketing or solicitation purposes.
Additionally, we may share your information with parties assisting us in meeting professional accounting standards (such as peer review) or conducting due diligence, such as in the event of considering a sale or merger of our firm.
4. How do we protect you and your personal information?
Ensuring the confidentiality and security of your information is our top priority. We adhere to industry-standard practices to actively safeguard the confidentiality, security, and integrity of your personal data. Our measures include maintaining physical, electronic, and procedural safeguards. Our employees are required to follow strict internal confidentiality policies, with violations subject to disciplinary action. Before sharing your information with any external parties, we take precautions such as confidentiality agreements.
If you become an inactive client or if our relationship ends, we will continue to uphold the confidentiality and security of your personal information as outlined in this privacy policy.
5. Our Promise to you!
As CPAs and EAs, our professional ethics require us to uphold the highest standards of confidentiality for your personal information and to prioritize the security of your privacy. We will safeguard your information, using it only as needed, and conduct our services in a manner that maintains your trust and confidence in us.
We appreciate the opportunity to serve you and cherish our relationship with you. We aim to be your trusted advisor and will continuously strive to earn and uphold that trust. Please don’t hesitate to reach out to us with any questions or if there’s anything else we can assist you with.
With best regards,
Taxlution and Team