Like other providers of personal financial services, accountants are required by law to inform clients of company policies regarding the privacy of client information. Accountants continue to be bound by strict professional standards of confidentiality; we have always protected your right to privacy. Additionally, state and federal law provide for criminal penalties for tax return preparers who disclose client information. Your written consent will be obtained before Actax Accounting uses or discloses your information for any purpose other than the preparation of your tax return.
Types of Non-public Personal Information We Collect
Actax Accounting collects non-public personal information about you that you provide to us, or by which is obtained by us with your authorization. Examples of sources from which we collect information include client phone calls, interviews, client emails and letters, client financial planning organizer, tax returns, and questionnaires concerning financial history.
Parties to Whom We Disclose Information
Current and former clients’ non-public personal information obtained in the course of providing accounting services is not disclosed except as required or permitted by law. Permitted disclosures include providing client information to Actax Accounting employees and, in limited circumstances, to unrelated third parties who require such information to assist Actax Accounting in providing client services. The confidential nature of the shared information is emphasized in all circumstances.
Protecting the Security and Confidentiality of Current and Former Client Information
Actax Accounting retains records relating to professional services provided to clients so that we may better assist clients with their professional needs. Additionally, records are retained in some circumstances to comply with professional guidelines and requirements. To protect your nonpublic personal information, Actax Accounting maintains electronic, physical, and procedural safeguards in compliance with professional standards.