We have compiled this Resource Center to provide you with
tools and information to complement our tax services. From
here, you can track your tax refund, use our handy
calculators, or stay current on the latest tax issues
affecting individuals and businesses.
A. Types of Information We Collect We collect certain personal information about you - but only when that information is provided by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and may also use it to provide various tax and financial planning services to you at your request.
Examples of sources, from which we collect information, but not limited to are: Interviews and phone calls from you, letters or e-mails from you, tax return planning organizers, and financial history questionnaires.
B. Parties to Whom we Disclose Information As a general rule, we do NOT disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed in the following situations:
1. To comply with a validly issued and enforceable subpoena or summons.
2. In the course of a review of our firm's practices under the authorization of a state or national licensing board, or as necessary to properly respond to an inquiry or complaint from such a licensing board or organization. 3. In conjunction with a prospective purchase, sale, or merger of all or part of our practice, provided that we take appropriate precautions (for example, through a written confidentiality agreement) so that the prospective purchaser or merger partner does not disclose information obtained in the course of the review. 4. As a part of any actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by us or against us, provided we disclose only the information necessary to file, pursue, or defend against the lawsuit and take reasonable precautions to ensure that the information disclosed does not become a matter of public record. 5. To provide information to affiliates of the firm and nonaffiliated third parties who perform services or functions for us in conjunction with our services to you, but only if we have a contractual agreement with the other party which prohibits them from disclosing or using the information other than for the purposes for which it was disclosed. (Examples of such disclosures include using an outside service bureau to process tax returns or engaging a records-retention agency to store prior year records.) C. Confidentiality andÂ Security of Nonpublic Personal Information Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm (who sign confidentiality agreements with our firm), and other parties who must use that information to provide services to you. Their right to disclose and use the information is limited by the policies of our firm, applicable law, our Code of Professional Conduct, and nondisclosure agreements where appropriate. We also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your personal information from unauthorized access, alteration, or premature destruction.
We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please call if you have any questions or if we can be of further service.