Confidentiality
You may have some concern about the confidentiality of the information
you provide to this office. It is our policy to keep your personal and
business matters confidential to the extent permitted by law.
Client Information, Privacy Policies and Notice Regarding
Advisor-Client Privileged Communications
The Federal Trade Commission has issued regulations that require tax
preparation firms to provide an annual statement of firm privacy
policies. Here is our policy: 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. 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. Privileged 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 confidential, return preparation engagements are not
covered by advisor-client privilege. 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.
Referrals are Welcome
Referrals are the cornerstone of any service business. This firm, like
other professional service firms, relies on satisfied clients as the
primary source of new business. Your referrals are both welcome and
most sincerely appreciated!
Since your referrals are generally individuals you are well acquainted
with, you can be assured that your personal, financial and tax data
will not be shared with them.
An Expression of Confidence
When you refer clients here, you are expressing your faith and
confidence in the services this office has and will continue to
provide to you. You may have business associates who need professional
tax assistance, or family and friends who struggle to do their own
taxes every year. No matter whom you refer, be assured that their
individual tax needs will be looked after in the same professional
manner you have been.
Thank you for allowing Justin Time to be of service.
