© 2023 by FinancialServices. All rights reserved.

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Your Tax & Financial Information is Confidential

 

Our client tax returns and personal information is confidential and will not be disclosed to federal or state agencies or employees, or to any third party, except as provided by law. Disclosure of tax return information to federal or state agencies or employees is governed by Internal Revenue Code Section 6103, refer to IRS website for further details.

 

Nonpublic Personal Information That We Collect

 

You provide and authorize the employees of this firm to collect nonpublic personal information about you to assist you with your financial needs, the information is kept confidential.  We do not disclose any nonpublic personal information obtained by the course of our practice except as required by law.

 

Protecting the Confidentiality and Security of Our Clients Information

 

Our firm retains records relating to the professional services that were rendered so that we are better able to assist you with your professional needs and to comply with any federal and state laws regarding retaining financial and tax returns. Hence, in order to guard your nonpublic personal information, we maintain physical, electronic, and perform procedural safeguards in the retention and proper destruction of the data.

 

We do not share any of your confidential financial or tax return information with any third-party. A third-party is known as any person or company other than yourself.  We do not disclose your personal information with any person or company without your explicit authorization.