Individual Tax Clients

Your privacy is important to us, and we are required by law to comply with specific data-sharing regulations. We do not disclose any nonpublic personal information obtained during our practice except as required or permitted by law. In all situations, we stress the confidential nature of the information being shared and all employees and subcontractors must sign confidentiality agreements.

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We retain records relating to our professional services to better serve your professional needs and, in some cases, to comply with professional guidelines. To protect your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.

We are not allowed to give your tax materials to anyone but you without your written permission. The IRS requires specific language for such permission notifying you of the federal agency you should contact if you believe we have violated your privacy. Without a release, documents will be given only to the taxpayer.