What type of information do we collect and how do we collect it?
As preparing tax returns requires us to collect certain personal (date of birth, social security number etc.) and financial information (salary, wages, etc.) we collect such information either from you or from a source authorized by you. This information is collected through various means such as telephone, email, internal forms and questionnaires or through personal interviews.
Our firm has a strict policy as well as procedural guidelines that require our employees and third parties to restrict unauthorized access to your private personal and financial information. They are required to follow and enforce strict code of conduct rules and non-disclosure agreements.
Circumstances under which we are required to disclose your information, and parties with whom we would disclose:
While we do not disclose our client’s information to any third party, there are circumstances where we are required to disclose such information. Below are some of the circumstances:
1). To comply with a court order, subpoena or summons.
2). To respond to an inquiry from state or national licensing board or organization.
3). As a part of any legal proceedings either initiated by us or filed against us; utmost precaution is taken to disclose only such information that is required as a part of such legal proceeding
4). As a part of our relationship with affiliated and non-affiliated third parties with whom we work in conjunction to provide services to you; however, we have a contractual agreement with such third parties to prohibit them from using such information for purposes other than for which we have contracted for
5). As a part of a potential sale, purchase or merger of all or part of our practice; in this case also we have a contractual agreement with such third parties to prohibit them from using such information for purposes of such sale, purchase or merger
Please note that the circumstances mentioned above are not all-inclusive, and that there may be other circumstances above and beyond our control that may require us to disclose your personal and financial information.