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Privacy and Confidentiality: We collect certain personal information about you, but only when it is provided by you or obtained with your permission.  In accordance with federal and state law, we do not disclose any non-public personal information about our customers or former customers to anyone, except as instructed to do so by such customers in writing or as required by law.  To the extent permitted by law, certain nonpublic information about you may be disclosed to comply with a validly issued and enforceable subpoena or summons, or to allow us to render appropriate service to you.  We restrict access to non-public personal information to those professionals necessary to complete your tax return or accounting or resolve your accounting problems as well as to our vendors for the purposes of storing the work papers, securing electronic records, destroying the work papers, utilizing the tools and software required to perform our work and maintain our workflows, and collecting payment for our services.  We maintain physical, electronic, and procedural safeguards to guard your non-public personal information.  We will under absolutely no circumstances release your information to any third party, except as already stated or as listed below in our disclosure statement, without written and signed permission on a Section 7216 compliant release statement accompanied with your photo ID. 


Disclosure: Pursuant to Title 26 CFR Section 301.7216, we are only allowed to use your personal information in connection with providing you services.  We strictly adhere to these laws and will never sell your information.  We have listed for you all the permissible ways in which we use your information:


  1. Sending status updates on the progress of your tax return preparation.

  2. Sending our annual newsletter with important office information and tax changes.

  3. Sending communications if something of importance may affect your specific situation.

  4. Sending communications if we offer a new service within our firm that may be beneficial to you.

  5. Sharing your information with our software vendors as needed to ensure our tools allow us to accurately provide the service you engaged us for and to collect payment for those services.

  6. Taking legal and/or collections actions should you fail to fulfill the contract by paying for the services you engaged for.


If you ever believe your tax return information has been used improperly in a manner unauthorized by law, you may contact the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484 or


We guarantee that if we make an error on your return, we will take any necessary corrective action free of charge and/or pay any resulting penalties and interest directly related to the error up to the point of discovery and correction.  If you receive a letter from the IRS or state taxing authority, we will explain the notice to you in a way that you can understand your obligation to respond unless additional help is included in your service package.  If the letter received is a result of an error we made, we will craft a response for you and/or contact the agency as applicable to resolve the error.  If you are audited, we will explain your IRS tax audit notice to you and make minor suggestions of how to prepare your documentation for the auditor unless additional audit work is included in your service package.  If you are audited due to an error we make, we are happy to represent you or accompany you on the audit (with written authorization) free of charge.  If we make a mistake on your payroll or in your bookkeeping we will take any necessary corrective action free of charge and/or pay any resulting penalties and interest directly related to the error up to the point of discovery and correction.  If a mistake was made by you, if you failed to provide us with complete and accurate information at the time of service, or if you are audited and the cause was not due to preparer error, you will be charged accordingly for forms used in any amendments and hourly for any IRS/Audit support.  We will not be responsible for any penalties related to the client's delay or lack of supplying us with the notice, filing the original returns/reports, or paying original calculated balances due.

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