2024 Privacy Policy Disclosure
Dear Client,
We value your trust and confidence. We want to assure you your personal information is kept completely confidential by us. As a licensed public accountant, we adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all Client information.
Under the Gramm-Leach-Bliley Act of 1999, financial institutions must provide their customers with a "clear and conspicuous" notice about their privacy policies and practices. You already may have received such notices from the banks and brokerage firms with which you do business.
In compliance with the FTC rules, printed below is our firm's current Privacy Disclosure Statement. Be assured that this firm has always considered our professional relationship with you to be one requiring the utmost trust and confidence. Please do not hesitate to call me if you have any questions whatsoever about this notice.
What Personal Information Do We Collect?
In order to meet your needs in the course of tax return preparation, tax and financial planning, and tax compliance engagements for you, we collect various types of personal information about you from the following sources:
Information we receive from you in person, by the phone, mail or e-mail, through our website, on tax preparation worksheets, and on other documents or forms we use in preparing your tax return or providing other services for you.
Such information includes, for instance, your name, address, social security number, income, investment and other assets, and other tax and financial information about you.
Information we receive from others about your transactions or relationships with them. Such information includes, for instance, investment, loan or banking activity, balances or account numbers, legal agreements and documents, and other information we gather in the course of providing services to you.
Information we receive from you when your browser interacts with our website. This could include information transmitted on an internet “cookie,” such as your password to our site, your preferences on the site, and your internet service provider’s address.
Information we receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
Is Personal Information Shared with Others?
We do not share any personal information about you with anyone without your express consent, except as permitted by law and as described below.
The law permits or requires disclosure in certain instances, such as if we must share information to protect against fraud, in response to a court subpoena, or as part of actual or threatened legal proceedings or alternate dispute resolution.
We may share any information we collect (except for consumer reporting agency information, which we do not disclose) to nonaffiliated companies which perform support services on our behalf (such as tax or data processing, transmission of electronic returns or data, our attorneys, records retention, and mailing services).
If we are served with a subpoena relating to your records and are forced to comply, we do charge for the time involved with the records request as well as for the records themselves. You agree to pay our then current fees for any such request.
Further, if we are deposed or subpoenaed to appear on a matter relating to you, our fees for appearance and preparation for testimony must be paid in advance by the requesting party.
We do not sell or otherwise disclose our Client list or any of your information to outside companies for their marketing or solicitation use. We may also share your information with other parties who help assure our compliance with professional accounting standards (such as peer review), or who conduct due diligence procedures, such as if we consider a sale or merger of our practice.
How Do We Protect the Confidentiality and Security of Your Personal Information?
Keeping your information confidential and secure is of utmost importance to us. We follow standard industry practices to actively protect the confidentiality, security, and integrity of your personal information. We also maintain physical, electronic, and procedural safeguards to guard your personal information. Our employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. And we take appropriate precautions such as confidentiality agreements before sharing your information with any outside parties.
Should you become an inactive Client or should our relationship end, we will continue to protect the confidentiality and security of your personal information in accordance with this privacy policy.
Sending Your Information to Others
Federal law requires that a disclosure consent form be provided to you in the event that a third party is requesting your tax return or financial information. Unless authorized by law, we cannot disclose, without your consent, any financial information. If you consent to the disclosure of your information, Federal law may not protect your tax return information from further use or distribution.
We will need you to fill out the disclosure form specified by The Internal Revenue Service should you need us to forward any financial information. We charge for additional and/or subsequent copies of work products and other documents. Should you request a copy of a return, we charge $25 per copy, whether provided electronically or physically.
If we are served with a subpoena relating to your records and are forced to comply, we do charge for the time involved with the records request as well as for the records themselves. You agree to pay our then current fees for any such request. The current fees are hourly fee of $75 per hour for gathering and reviewing documents and the per page cost of $.75.
Our Pledge to You
As professional Accountants, our professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties for the confidentiality of your personal information and the security of your privacy. We will protect your personal information, use it only as necessary, and perform our engagements to maintain your trust and confidence in us.
Thank you for allowing us to be of service, we truly value our relationship with you. We hope you view our firm as your most trusted advisor, and we will work to continue earning that trust. Please call us anytime you have questions or we may be of further service.
Best regards,
________________________________________________________________________________________________________________________________________
Sharron Cirillo, EA, CFE, PA, ABA, ATP
Principal Accountant