Any information you provide us is handled with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in oder to complete the work you have hired our firm to do. We will not disclose your personal information to anyone outside our firm without your express written permission to do so, or unless we are legally required to do so. For example, if a mortgage lender contacts our office for a copy of your return or information about it, we will ask that you provide written permission prior to our responding to that request.
You should also be aware that anything you tell us during the interview for the preparation of your tax return is confidential, but not protected from the IRS. Priveleged 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 we consider any information you provide us as confidentional, return preparation engagements are not covered by advisor-client priviledge. If you feel the nature of any subject matter to be discussed requires protected communications, please raise that issue so that we can discuss your possible need to consult with an attorney for legal advice.
Circular 230 Notice
In compliance with Treasury Department Circular 230, unless stated to the contrary, any federal tax advice contained in this website was not intended or written to be used and cannot be used for the purposes of avoiding penalties.