You may have some concern about the confidentiality of the information you provide to our office. It is our policy to keep your personal and business matters confidential to the extent permitted by law.
Client Information, Privacy Policies and Notice Regarding Advisor-Client Privileged Communications
The Federal Trade Commission has issued regulations that require tax preparation firms to provide an annual statement of firm privacy policies. Here is our policy:
We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so.
If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
Referrals are Welcome
Referrals are the cornerstone of any service business. Our company, like any other professional service firms, relies on satisfied clients as the primary source of new business. Your referrals are both welcome and most sincerely appreciated! Since your referrals are generally individuals you are well acquainted with, you can be assured that your personal information will not be shared with them.
An Expression of Confidence
When you refer clients here, you are expressing your faith and confidence in the services this office has and will continue to provide to you. You may have associates who need our assistance. No matter whom you refer, be assured that their needs will be handled with uptmost professionalism.