Federal law mandates that, as our client, we must make you aware of a law protecting the privacy of individuals. Our firm respects and maintains the confidentiality of our client. In compliance with the law, we inform you that we collect nonpublic, personal information about you from the following sources:
Information we receive from you on tax preparation worksheets and other documents we use in preparing your tax return or other forms and information about your transactions with us or others.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except when instructed to do so by clients, or as necessary for electronically filing your tax return, or as permitted by law.
Access to nonpublic personal information is restricted to those professionals necessary for providing accounting and tax services to our clients. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
Your confidence in us is very important and we want you to know that your personal and tax information is safe. If you have any questions or concerns, please contact us at 414-744-6787 or firstname.lastname@example.org.