Privacy Policy

Who we are

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If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Who we share your data with

If you request a password reset, your IP address will be included in the reset email.

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

When clients link to the secure client portal, all security and data privacy is handled by our secure portal provider Intuit and adheres to their privacy policy.

Non-Disclosure and Confidentiality Statement

If you are a client of this firm, the non-disclosure and confidentiality statement applies. As part of my services to you, my firm collects nonpublic personal information about you from the information on tax preparation worksheets or other forms and records you provide to us. Pursuant to our privacy policy:

We do not disclose any nonpublic personal information about you except as follows:

  • As required or permitted by law;
  • To other persons whose personal information also appears in the tax return (spouses on a jointly filed return, beneficiaries of a trust/estate, individual partners/shareholders of the business as examples);
  • To parents or guardians of minors;
  • As requested by you and only with completed Consent to Disclose Tax Information form prepared by our office and signed by each taxpayer appearing on the tax return pursuant to IRS guidelines. (See attached “Consent to Disclose Tax Information”)

Should you become an inactive customer, we will continue to adhere to the privacy policies and practices as described in this statement. We restrict access to your personal and account information to those employees and subcontractors who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with regulations to guard your nonpublic personal information.

Federal law requires this consent form be provided to you.

Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return.

If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484, or by e-mail at [email protected].

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