Your Privacy is Important to Us
Types of Personal Information We Collect
In order to meet your needs in the course of tax preparation, tax and financial planning, tax compliance engagements, bookkeeping engagements, and audit engagements, we collect various types of personal and/or business information about you from the following sources:
- Information that we receive from you when we meet with you in person or over the telephone, when you send us information by mail or email, on tax preparation worksheets or other documents used in preparing your tax returns or in providing other services to you. Such information may include, for instance, your name, address, birth date, social security number, income and investment sources and amounts, and other tax and financial attributes about you.
- Information about your transactions with us or others. Such information may include, for instance, investment allocations and performance, investment objectives, parties to transactions, account balances, and payment history.
- Information we receive from you, or send to you, at your request if you contact us online. We will retain the information you provide us to deliver email messages to you. We may retain the content of your email messages, your email address, and our subsequent response to you.
Parties to Whom We Disclose Information
We may share personal information with our software and computer consultants to assist in our contact with you and to aid in providing tax and financial planning solutions and opportunities to you. We do not share personal information with unaffiliated third parties without your express consent, except as permitted by law and as described below.
The law permits disclosure in certain circumstances, such as if we must share information to protect against fraud or to protect against credit risk, in response to a court subpoena, and sharing with others who may be assisting us in compliance with professional standards or who assist us in providing tax preparation and other services to you.
For your protection, our agreements with these entities require that they also keep your personal information in the strictest of confidence, just as we do.
Confidentially Protecting the Security of Your Personal Information
Our Pledge to You
Our professional ethical obligations and responsibilities demand the highest regard and duty toward the confidentiality of your personal information and security of your privacy. We will protect your personal information, use it appropriately, and accomplish our engagements with you in such manner as to always maintain your trust and confidence. Please call our office at 405-843-1011 if you have any questions.