Privacy Policy

Confidentiality is one of the cornerstones of the tax preparation profession. We know client financial information is private, and you can be assured that we employ every reasonable data security measure available – including physical locks on file cabinets, network password protections, hard and soft network firewalls, and data encryption techniques. Our physical location is monitored by Xfinity. Client files, electronic and otherwise, are available only to our firm staff. Electronic files are backed up daily and stored on private, offsite storage media with high-level password protection. All copies of client documents not needed in hard-copy format are shredded. All hard drives on old computers are physically destroyed before disposing of old computers. All original business and accounting records provided to us are returned to our clients promptly. When records are returned to you, it is your responsibility to retain and protect your records for possible future use, including potential examination by any government or regulatory agencies. We retain scanned copies of the documents necessary for the performance of our services and those which are required by law.

Privacy laws established by the IRS prohibit us from providing confidential information or any copies to anyone other than you. We do not provide information to third parties. To comply with these regulations, we provide all copies of all work to you in a secure web portal as or a paper copy as requested. In the interest of maintaining service quality and timeliness, we may use a 3rd party service provider to assist us in the use of technology to facilitate compliance with disclosure and storage of your tax information. We and the 3rd party provider have established written procedures and controls designed to protect client confidentiality and maintain data security.

If we are asked to disclose any privileged communication, unless we are required to disclose the communication by law, we will not provide such disclosure until you have had an opportunity to argue that the communication is privileged. 

In the interest of facilitating our services to you, we utilize a secure web portal (Dropbox). Your use of this portal must comply with the companies’ standards of use. All confidential information sent to you, as well as the portal will be password protected. While we will use our best efforts to keep such communications secure in accordance with our obligations under applicable laws and professional standards, you recognize and accept that we have no control over the unauthorized interception of these communications once they have been sent and consent to our use of these devices.