Thomas J. Hanna, CPA, P.C. --Privacy Policy--

Privacy Policy

PRIVACY POLICY OF THOMAS J. HANNA, CPA, PC

Your privacy is important to me. At Thomas J. Hanna, Certified Public Accountant, PC, I am committed to your privacy and retaining your trust. I respect your right to keep your personal information confidential and to avoid unwanted solicitations.

Please read this to learn how I handle your personal information.

Types of Information I Collect:
I collect nonpublic personal information about you that is provided by you or obtained by me with your authorization to prepare your personal income tax returns and provide personal financial planning to you.

Examples Of Sources From Which I Collect Information:

Client interviews, tax return organizers and financial planning organizers

To properly prepare your income tax return or provide financial planning services, I receive information from you to complete your tax return or financial plan. This information is collected from you in written form, by phone, on line, by mail and in personal interviews and consultations conducted by me, as well as by information I collect from others with your authorization.

Transaction Information

This is information about your transactions with me and includes information necessary for billing and payment for my income tax preparation and financial planning services, as well as all correspondence between you and me. Transaction information would also include your payment history with me, billing records and any collection effort engaged in by me for payment of services rendered to you.

Parties To Whom I Disclose Information:
I do not disclose any nonpublic personal information about my clients or former clients to my affiliates or to nonaffiliated third parties except as permitted by law, the Code of Professional Conduct of the New Jersey Society of Certified Public Accountants (NJSCPA) and Ethics Rulings of the American Institute of Certified Public Accountants (AICPA). Nonpublic Personal Information about you and my former clients may be disclosed to both my affiliates and nonaffiliated third parties as permitted by law, my Code of Professional Conduct and Ethics Rulings of the AICPA, as follows:

Complying with a validly issued and enforceable subpoena or summons.

In the case of a review of my firm’s practices under the New Jersey State Board of Accountancy authorization.

Initiating a complaint or responding to an inquiry made by the Professional Conduct Committee of the NJSCPA, the ethics division or trial board of the AICPA or duly constituted investigative or disciplinary body of another State CPA Society or Board of Accountancy.

A review of a professional practice in conjunction with a prospective purchase, sale or merger of all or part of my practice, provided that I take appropriate precautions (for example, through a written confidentiality agreement) so the prospective purchaser does not disclose information obtained in the case of the review.

Participating in actual or threatened legal proceedings or alternative dispute resolution proceedings either initiated by or against me, provided I disclose only the information necessary to file, pursue, or defend against the lawsuit, and take reasonable precautions to ensure that the information disclosed does not become a matter of public record.

Providing information to affiliates of the firm and nonaffiliated third parties who perform services or functions for me pursuant to a contractual agreement which prohibits the third party or affiliate from disclosing or using the information other than for the purposes for which the information was disclosed: for example, using the outside service bureau to process clients’ tax returns, or using a records-retention agency to store clients’ records.

General Restrictions on Disclosure of Nonpublic Personal Information to Affiliates and Nonaffiliated Third Parties
As a tax preparer, I am prohibited by Internal Revenue Service Code Section 7216 from disclosing any income tax return information without your consent, other than for the specific purpose of preparing, assisting in preparing or obtaining and providing services in connection with the preparation of an income tax return for you. Furthermore, as a member of the NJSCPA engaged in income tax preparation or financial planning, I are generally prohibited from disclosing confidential client information about you to affiliates and nonaffiliated third parties without your specific consent. (See exceptions under heading “Parties to whom I disclose information”).

Confidentiality and Security of Nonpublic Personal Information
I restrict access to Nonpublic Personal Information about you to those employees and other parties who must use that information to provide services to you. Their right to further disclose and use the information is limited by (my employee code of conduct if applicable), applicable law, my Code of Professional Conduct and nondisclosure agreements where appropriate. I also maintain physical, electronic, and procedural safeguards in compliance with applicable laws and regulations to guard your Nonpublic Personal Information.