CONFIDENTIALITY . . .
Your tax return contains sensitive personal and financial data. By its very nature,
it is confidential and its details will never be shared without your explicit consent.
The Internal Revenue Service ("IRS") imposes strict guidelines for accountants
and tax preparers regarding the safeguarding of client information. We adhere
to all IRS security safeguards and routinely update our in-house security plans.
Your identity (including your social security number), income information, assets,
debt, tax liabilities, agreements and private conversations disclosed to us are
exactly that...private. We do not share any of your personal or financial
information with any third-party companies without first seeking your
permission.
We utilize additional precautions when preparing your tax return by
masking specific data fields, using multi-factor authentication (MFA), using anti-virus
software and securing both hard-copy and digital information.
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