PRIVACY POLICY
You may have some concern about the confidentiality of the information you provide to this office. It is my policy to keep your personal and business matters confidential to the extent provided by law.

I handle all information you provide me with the utmost confidentiality.  Your personal information will only be shared with members of my firm who need to know this information in order to complete the work you have hired my firm to do. I will not disclose your personal information to anyone outside my firm without your express written permission to do so, or unless I am legally required to do so.  For example, if a mortgage lender contacts my firm for a copy of your return or information about it, I will ask that you provide written permission prior to my responding to that request.

You should also be aware that anything you tell me during the interview for the preparation of your tax return is confidential, but not protected from the IRS.  Privileged communications (those that are protected from IRS authority to compel our testimony) are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts.  Although I consider any information you provide me as confidential, tax return preparation engagements are not covered by advisor-client privilege.