Privacy Policy
You may have some concerns about the confidentiality of the information you provide to this office. Our policy is 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 we 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, we 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 we 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 we can discuss your possible need to consult with an attorney for legal advice.
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1. Information We Collect
We may collect and maintain the following types of information:
• Personal Information: Names, addresses, phone numbers, email addresses, Social Security numbers, and financial details necessary to provide our services.
• Communication Data: Information exchanged via SMS, email, phone, or other communication methods including, but not limited to client communications and client documents.
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2. How We Use Your Information
We use your personal information only as necessary to:
• Prepare and file federal and state tax returns.
• Provide bookkeeping and financial consulting services.
• Provide such other services customarily provided by certified public accountants.
• Communicate with you regarding your account, appointments, or services.
• Comply with legal or regulatory requirements.
3. SMS Communications
The Firm uses SMS messaging for general inquiries as requested by its clients. SMS services are provided by the Firm’s telecommunications provider, which complies with industry-standard privacy and security practices. No messaging data is shared with third parties. You consent to messages from us by providing your mobile number. Standard messaging rates may apply.
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4. How We Protect Your Information
We implement reasonable and appropriate measures to protect your personal information from unauthorized access, use, or disclosure. These measures include:
• Encryption of sensitive data.
• Secure storage of electronic and physical records.
• Limiting access to your information to authorized personnel only.
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5. Sharing of Information
We do not sell, rent, or share your personal information with third parties for marketing purposes. Your information may be disclosed only:
• To trusted service providers who assist us in delivering services.
• To comply with legal obligations, court orders, or government requests.
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6. Your Rights
You have the right to:
• Access and review the personal information we maintain about you.
• Request corrections to inaccurate or incomplete information.
• Withdraw consent for SMS messaging at any time by notifying the Firm.
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7. Updates to This Policy
We reserve the right to update this Privacy Policy as necessary. Changes will be posted on our website, and the effective date will be updated accordingly.
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8. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact us:
Theresa Girardot Tax, Accounting Services LLC
54 S. Main St, 2nd Floor
Newtown, CT 06470
475-323-2600
Effective Date: January 1, 2025
This Privacy Policy is designed to meet the requirements of applicable laws and regulations, including those governing SMS communications through our telecommunications provider.