Privacy policy

Protecting the Confidentiality and Security of Current and Former Clients' Information

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and to comply with federal and state laws regarding retaining tax returns. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards. We do not share any of your confidential tax return information with any third-party. A third-party is any person or company other than you, the client. That means we cannot disclose your identity, income, net worth, tax liabilities, or other protected information to the Internal Revenue Service, state tax authorities, unmarried partners, friends, relatives, real estate agents, mortgage brokers, banks, or any other person or company without your explicit authorization.

How to Authorize Disclosure

You may authorize us to disclose certain tax return information to third parties of your choice. Your permission must be obtained on IRS Form 8821 Tax Information Authorization.

What To Do in the Case of Unauthorized Disclosure

If you suspect that your tax preparer has disclosed your tax return information without your explicit authorization, you may contact the IRS Criminal Investigation Division at (800) 829-0433. You may also want to seek legal counsel.