It is our policy to keep your personal and business matters confidential to the extent permitted by law. We handle all information you provide us with the utmost confidentiality. Your personal information will only be shared with members of our firm who need to know this information in order 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.
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. Privileged communications are limited to non-criminal tax advice on matters before the IRS or non-criminal tax proceedings in federal courts.