In order to assist you with your professional needs and, in some cases, to comply with professional guidelines, we retain records relating to the professional services we provide you. We have rigorous physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an ‘as-needed’ basis.
Non-public personal information is never collected without your authorization, and we do not disclose such information except as required or permitted by law. Permitted disclosures include third parties who assist us in providing services to you, such as the vendor providing us with our tax compliance software for purposes of electronically filed tax returns.
These policies pertain to non-public personal information about current and former clients.
Your privacy is just as important to us as our ability to provide you with quality financial services. Please call if you have any questions about this statement.
NOTE: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this web site is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties assessed under the Internal Revenue Code.
We collect nonpublic personal information about you from the following sources:
- Information we receive from you on applications, tax organizers, worksheets and other documents;
- Information about your transactions with us, our affiliates, or others;
- Information we receive from a consumer-reporting agency.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law and by the Code of Professional Conduct of the New Jersey or other state societies of Certified Public Accountants (State Societies), applicable State Boards of Accountancy, and the American Institute of Certified Public Accountants (AICPA).
As tax preparers, we are prohibited by Internal Revenue Code Section 7216 from disclosing your income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing, or obtaining and providing services in connection with the preparation of an income tax return for you. Furthermore, as a member of the State Societies engaged in income tax preparation, we are general prohibited from disclosing confidential client information about you to third parties without your specific consent.
We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.