Privacy Policy

Jeanine and her vendors/contractors have focused on implementing fair information practices that are designed to protect your privacy. We do NOT give out client information to anyone, nor sell client data to anyone. Power of Attorney (POA) authorizations MUST be signed/dated in writing when clients request us to make communications with third parties, such as the Internal Revenue Service (IRS), lenders, etc. Clients must also be contracted with us with current signed/dated engagement letters specifying services requested. Jeanine and her vendors only enter client information on documentation required for legitimate purposes such as completing business formation applications, required tax accounts, or assisting with client financial statements reporting, or assisting with payroll compliance, or sales taxes, or property taxes, or other similar client project requirements.
system protect your data privacy policy

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 I 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, I 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 I 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 I can discuss your possible need to consult with an attorney for legal advice.