I value your trust and confidence and I want to assure you your personal information is kept completely confidential by me. As a Licensed Public Accountant (LPA), Enrolled Agent (EA) and member of the National Society of Accountants, Accountants Association of Iowa, National Association of Enrolled Agents and the Accreditation Council for Accountancy & Taxation, I adhere to the highest level of professional ethical responsibility and obligations to protect the confidentiality of all client information.
What Personal Information Do I Collect?
In order to meet your needs in the course accounting, tax return preparation, tax and financial planning and tax compliance engagements for you, I collect various types of personal information about you from the following sources:
Information I receive from you in person, by the phone, mail or e-mail, on tax preparation worksheets and on other documents or forms I use in preparing your tax return or providing other services for you.Such information includes, for instance, your name, address, Social Security number, income, investments and other assets, and other tax and financial information about you.
Information I receive from others about your transactions or relationships with them.Such information includes, for instance, investment, loan or banking activity, balances or account numbers, legal agreements and documents, and other information I gather in the course of providing services to you.
Information I receive from a consumer reporting agency, such as your credit history and outstanding loan balances.
Is Personal Information Shared with Others?
I do not share any personal information about you with anyone without your express consent, except as permitted by law and as described below.
The law permits or requires disclosure in certain instances, such as if I must share information to protect against fraud, in response to a court subpoena or as part of actual or threatened legal proceedings or alternate dispute resolution.
I may share any information I collect (except for consumer reporting agency information, which I do not disclose) to non-affiliated companies which perform support services on my behalf (such as tax or data processing, transmission of electronic returns or data, records retention and mailing services). I do not sell or otherwise disclose my client list or any of your information to outside companies for their marketing or solicitation use.
I may also share your information with other parties who help assure my compliance with professional accounting standards (such as peer review), or who conduct due diligence procedures, such as if I consider a sale or merger of my practice.
How Do I Protect the Confidentiality and Security of Your Personal Information?
Keeping your information confidential and secure is of utmost importance to me.I follow standard industry practices to actively protect the confidentiality, security and integrity of your personal information. I also maintain physical, electronic, and procedural safeguards to guard your personal information. My employees are bound by internal confidentiality policies and are subject to disciplinary action for any policy violations. And I take appropriate precautions such as confidentiality agreements before sharing your information with any outside parties.
My Pledge to You
As a LPA and EA, my professional ethical obligations and responsibilities have always demanded no less than the highest regard and duties for the confidentiality of your personal information and the security of your privacy. I will protect your personal information, use it only as necessary and perform my engagements so as to always maintain your trust and confidence in me.
Thank you for allowing me to be of service, I truly value my relationship with you. I hope you view me as your most trusted advisor and I will work to continue earning that trust. Please call me anytime you have any questions.