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Firm Privacy Policy & Consent Form



Our Firm’s Privacy Policy


Your Information

Your non-public personal or business information is collected and or compiled from various sources:

Ø      Information received from you on tax organizers, worksheets, client questionnaires, 3rd party reporting documents (such as but not necessarily limited to W-2’s, 1099’s, K-1’s, etc.), receipts, applications, bank statements, check registers, and other financial documentation you provide;

Ø      Information you provide via personal interview, telephone conversations, faxes, emails, and email attachments, etc.;

Ø      Information about your transactions with our firm;

Ø      Information received about you from consumer reporting agencies, as applicable, if background or credit checks are requested and or conducted on your behalf.

Non - Disclosure

Ø      Your non-public personal or business information is not disclosed to any person or party, except as required by law or to facilitate filing your tax returns or other official agency compliance on your behalf.

Ø      Upon the closing of your account or should our business relationship cease, your non-public personal or business information will not be disclosed to any person, party, or agency other than as required by law.

Security of Information

Access to your information is restricted in a variety of ways:

Ø      Only to those employees who have a need to know in order to provide agreed upon or contracted products or services to you;

Ø      Physical security, electronic security safeguards and strict procedural measures are undertaken consistently, in accordance with required federal standards in place, in order to protect your non-public information.

Your privacy is extremely important.  Please trust that the protection of your information is equally important and we take its’ safeguarding very seriously.  Please call if you have any questions.

Note: Under federal law we may not use tax information provided by you for other than preparing your tax returns. The use of your information for any other purpose requires your consent. Please see consent form and provide as necessary.  

Note: If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at







Client Consent To Use Tax Information


In addition to tax preparation services, this firm is in the business of providing year round financial consultation and tax planning services.  These services cannot be provided without your consent.


Federal law requires this consent form be provided to you. Unless authorized by law, we cannot use, without your consent, your tax return information for purposes other than the preparation and filing of your tax return(s).

You are not required to complete this form.  If we obtain your signature on this form by conditioning our services on your consent, your consent will not be valid.  Your consent is valid for the amount of time that you specify.  If you do not specify the duration of your consent, your consent is valid for one year.




Duration of Consent (optional): _____________________________________________________________



I_________________________, on behalf of _________________ authorize ____________________to use tax information have provided as follows _________________________________________________ _____________________________________________________________________________________  for the purpose of _______________________________________________________________________  


and / or  (circle one)

I consent to the use of my tax information for purposes other then preparing my tax return.  I consent for you to communicate with me via newsletter, e-mail, website, phone, fax or other means with information and recommendations that may be of use to me, including but not limited to:

1.)     Tax Advice.  Advisory services relating to events in my life that have tax consequences such as college, investment transactions, marriage, divorce, and retirement.

2.)     Tax Planning.  Services related to planning and forecasting potential tax obligations and estimated tax payment requirements.

3.)     Retirement Tax Planning. Services related to retirement planning, social security planning, minimum required distributions from retirement accounts and other planning services.

4.)     Investment and Asset Advice. Services relating to the tax considerations of buying, selling and exchanging property including but not limited to stocks, bonds, and real estate.

5.)     Other Tax and Financial Advice. Services related to responding to your tax and financial questions.

By signing this form you expressly consent to the use of your tax information for the purposes of providing these auxiliary tax and financial services for you.  I understand the firm is using tax information furnished by me to provide me with the services listed here. I also understand that I may terminate this consent at any time by providing a written request for termination. Except upon approval by me or as required by law the firm will not disclose my confidential tax information to any other person or for any other purpose. I also acknowledge that I have read and understand the Firm's Privacy Policy provided with this document.


If you believe your tax return information has been disclosed or used improperly in a manner unauthorized by law or without your permission, you may contact the Treasury Inspector General for Tax Administration (TIGTA) by telephone at 1-800-366-4484 or by email at


Taxpayer or Representative Signature ___________________________________ Date: ________________


As required by IRC Section 7216 & in accordance with Rev. Proc. 2008-35